Collaboration
ChartInsight enables secure collaboration on medical records through team workspaces, flexible sharing options, and invitation management.
Sharing Options
Privacy Levels
| Level | Description |
|---|---|
| Private | Only the uploader can access the record |
| Team-wide | All members of your team can access |
| Specific users | Share with selected team members only |
Setting Sharing
- Choose sharing level when uploading a new record
- Modify sharing at any time via the Share panel
- Changes take effect immediately
Share Management
User Selection
- Autocomplete search for team members
- Avatar display for easy identification
- Add/remove users with simple clicks
Visual Indicators
- Shared with badges show who has access
- User avatars in record header
- Team badges for team-wide sharing
- "+X more" indicator when many users have access
Uploader Attribution
- Record always shows who uploaded it
- Uploader retains access regardless of sharing settings
- Upload date and last modified date displayed
Team Workspaces
Multiple Teams
- Users can belong to multiple teams
- Each team is a separate workspace
- Records are isolated between teams
Team Switching
- Dropdown selector to switch between teams
- Persistent selection remembered across sessions
- Recent records tracked per team
Team Settings
Each team has its own:
- Templates and processing defaults
- Billing settings
- Member list and roles
- API keys and integrations
Invitations
Invite Methods
Email Invitations:
- Enter email addresses to send invites
- Personalized invitation emails sent automatically
- Track pending invitations
Invite Links:
- Generate shareable URLs
- Anyone with the link can request to join
- Links can be revoked at any time
Invitation Flow
- Admin sends invitation (email or link)
- Recipient receives notification
- Recipient accepts or declines
- Upon acceptance, user gains access to team
Invitation Management
- View pending invitations in team settings
- Resend invitations if email was missed
- Revoke invitations before they're accepted
- See invitation status (pending, accepted, expired)
Roles & Permissions
Available Roles
Team members can have different permission levels:
| Permission | Description |
|---|---|
manage_files | Upload, edit, and delete records |
manage_organization | Team settings and templates |
manage_billing | Payment methods and billing |
manage_api | API keys and integrations |
Role Assignment
- Admins assign roles to team members
- Users can have multiple permissions
- Permissions can be updated at any time
Permission Checks
- UI elements hidden for users without permission
- API endpoints enforce permission checks
- Clear messaging when permission is denied
Shared Record Access
What Shared Users Can Do
- View the record and all generated outputs
- Access AI Research for the record
- View source PDF files
- Download exports (if enabled)
What Shared Users Cannot Do
- Delete records they didn't upload
- Change sharing settings (unless they have manage_files)
- Access billing or team settings
Best Practices
Team Setup
- Use team-level templates for consistency
- Assign appropriate roles to team members
- Regularly review team membership
Sharing Decisions
- Default to "Private" for sensitive records
- Use "Specific users" for case-by-case collaboration
- Use "Team-wide" for records everyone needs access to
Security
- Revoke access when collaboration ends
- Regularly audit who has access to records
- Use invite links cautiously – revoke when not needed
Updated 5 months ago