Before you begin
- Both people need Clawdi accounts.
- Create or choose a Custom Project. Automatically created Global and Agent Projects cannot be shared.
- Review every Vault attached to the Project before inviting anyone.
Steps
1
Open the Project
In the Clawdi dashboard, open Projects and
select the Custom Project you want to share.
2
Invite the teammate
Choose Share, enter the teammate’s email under Invite by email, and
send the invitation.
3
Accept and review access
The teammate signs in, accepts the invitation from the top-right
Notification Center, then opens the Project from their dashboard. They
should review its Skills and Vault access before using it.
4
Add the Project to an Agent
From the accepted Project, the teammate chooses Add to agent, selects
the intended Agent, and confirms. Accepting the invitation alone does not
attach the Project to an Agent.
The teammate can open the shared Project as a Viewer, and the Project appears
in the selected Agent’s attached Projects.