

- Hover over the Persona you want to share.
- Click the three dots in the top-right corner.
- Select “Share Persona.”

- Manager: Can train the Persona, send messages, adjust settings, and add or remove other users.
- Collaborator: Can contribute by uploading training content and interact with the Persona through messaging.

- Navigate to the Shared With tab.
- Use the dropdown next to their name to switch between Collaborator and Manager.

- From the Shared With list, click the three dots next to the user’s name.
- Select “Remove” and they’ll immediately lose access to that Persona.

- In the Shared With list, click the three dots next to the new owner’s name.
- Select “Transfer Ownership.”
- Confirm in the pop-up window.



