> ## Documentation Index
> Fetch the complete documentation index at: https://docs.peanutsapp.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Sharing & Collaboration

> Share helpers with others through delegation, collaboration, templates, or admin assignment

Peanuts supports multiple ways to share helpers with others, from full collaboration to sharing just the structure.

## Share Types Overview

| Share Type         | Data Sharing                | Use Case                     |
| ------------------ | --------------------------- | ---------------------------- |
| **Delegation**     | Same helper, shared entries | Someone logs on your behalf  |
| **Collaboration**  | Same helper, shared entries | Work together on shared data |
| **Template**       | Structure only, no data     | Share your helper format     |
| **Admin Assigned** | Structure only, no data     | Gift helpers to users        |

## Share Types

<CardGroup cols={2}>
  <Card title="Delegation" icon="hand-holding-heart">
    Someone logs entries on your behalf. You maintain ownership and see everything.
  </Card>

  <Card title="Collaboration" icon="users">
    Work together with shared visibility. Both parties can view and contribute.
  </Card>

  <Card title="Template" icon="copy">
    Share the helper structure only. Recipients get their own copy with no shared data.
  </Card>

  <Card title="Admin Assigned" icon="gift">
    Admins gift helpers to users. Structure is copied, entries are not.
  </Card>
</CardGroup>

## Delegation

Delegation is designed for caregiving scenarios where someone helps you track things.

**Examples:**

* A caregiver logging meals for a family member
* A personal assistant tracking expenses
* A nurse recording vitals for a patient

<Steps>
  <Step title="Open Share Dialog">
    Click the share icon on the helper you want to delegate.
  </Step>

  <Step title="Select Delegation">
    Choose "Delegation" as the share type.
  </Step>

  <Step title="Invite by Email">
    Enter the email address of your delegate.
  </Step>

  <Step title="Set Permissions">
    Choose whether they can add only, or also edit and delete entries.
  </Step>
</Steps>

Entries added by delegates are marked with "on behalf of" attribution, so you always know who logged what.

## Collaboration

Collaboration creates shared access where both parties work together.

**Examples:**

* Couples tracking shared expenses
* Roommates managing a chore schedule
* Small teams logging project tasks

<Steps>
  <Step title="Open Share Dialog">
    Click the share icon on the helper.
  </Step>

  <Step title="Select Collaboration">
    Choose "Collaboration" as the share type.
  </Step>

  <Step title="Invite Collaborators">
    Add email addresses or generate a join link.
  </Step>

  <Step title="Choose Role">
    Assign viewer, contributor, or editor role.
  </Step>
</Steps>

## Template Sharing

Share your helper structure without any data. Recipients get their own independent copy.

**Examples:**

* Sharing a workout tracker template with a friend
* Distributing a budget helper to family members
* Publishing a recipe collection format

<Info>
  Template shares create a complete copy. Changes to the original do not affect copies, and vice versa.
</Info>

## Admin Assigned Helpers

Admins can gift helpers to users through VIP campaigns or direct assignment.

**How It Works:**

1. Admin creates or selects a helper to share
2. Admin assigns it to a user (by email or user ID)
3. User receives a copy of the helper structure
4. No entries are copied—user starts fresh

**Use Cases:**

* Onboarding new users with starter helpers
* VIP campaigns with curated helper sets
* Company-wide template distribution

<Note>
  Admin assigned helpers appear in the user's helper list just like their own helpers. The user has full ownership of their copy.
</Note>

## Roles & Permissions

| Role        | View | Add | Edit     | Delete   | Manage Shares |
| ----------- | ---- | --- | -------- | -------- | ------------- |
| Viewer      | ✓    | ✗   | ✗        | ✗        | ✗             |
| Contributor | ✓    | ✓   | Own only | Own only | ✗             |
| Editor      | ✓    | ✓   | ✓        | ✓        | ✗             |

## Sharing Methods

<Tabs>
  <Tab title="Email Invite">
    Enter an email address to send a private invite. The recipient must sign in with that email to claim access.

    1. Open Share dialog
    2. Enter email address
    3. Select role
    4. Send invite

    Recipients receive an email with a claim link.
  </Tab>

  <Tab title="Join Link">
    Generate a link that anyone can use to join as a collaborator.

    1. Open Share dialog
    2. Click "Create join link"
    3. Copy and share the link

    Anyone with the link can join, but they must sign in first.
  </Tab>
</Tabs>

## Managing Active Shares

View and manage all shares from the Share dialog:

* **View members**: See who has access and their role
* **Resend invite**: Send another email for unclaimed invites
* **Change role**: Upgrade or downgrade permissions
* **Revoke access**: Remove someone's access immediately

## Claiming a Share

When you receive a share invite:

<Steps>
  <Step title="Click Claim Link">
    Open the link from the email or message.
  </Step>

  <Step title="Sign In">
    Log in with your Peanuts account (or create one).
  </Step>

  <Step title="Accept Share">
    Review the helper and permissions, then accept.
  </Step>

  <Step title="Access Helper">
    The shared helper appears in your helpers list.
  </Step>
</Steps>

## Telegram Group Sharing

Share helpers with Telegram groups for collaborative logging via chat.

<Steps>
  <Step title="Create Telegram Share">
    In the Share dialog, select the Telegram tab.
  </Step>

  <Step title="Add to Group">
    Add your Peanuts bot to the Telegram group.
  </Step>

  <Step title="Link Helper">
    Use the `/link` command to connect the helper to the group.
  </Step>

  <Step title="Group Logging">
    Group members can now log entries by messaging the bot.
  </Step>
</Steps>

Members are tracked by their Telegram username for attribution.

## Best Practices

<AccordionGroup>
  <Accordion title="Use Delegation for Caregiving">
    When someone is helping you track things (not tracking for themselves), use delegation. This keeps ownership clear and provides proper attribution.
  </Accordion>

  <Accordion title="Use Collaboration for Shared Goals">
    When multiple people are working toward the same goal (shared budget, team tasks), use collaboration so everyone has equal stake.
  </Accordion>

  <Accordion title="Use Templates for Sharing Formats">
    When you want to share how you track something (not the data itself), use template sharing.
  </Accordion>

  <Accordion title="Audit Shares Regularly">
    Periodically review who has access to your helpers. Revoke access for people who no longer need it.
  </Accordion>
</AccordionGroup>

## Related

<CardGroup cols={2}>
  <Card title="Widget Sharing" icon="share-nodes" href="/features/widget-sharing">
    Create public widget links and embeds
  </Card>

  <Card title="Telegram Integration" icon="paper-plane" href="/integrations/telegram">
    Share helpers with Telegram groups
  </Card>
</CardGroup>