Feature · Crew
Partners
Connect with other organizations, send them requests and share knowledge.
How it works
Connect to another organization
Open Partners. Propose a connection by the other organization's slug, or make a single-use invite code and send it to its owner. A connection is active only after both owners accept it. Either side can revoke it at any time. A revoke closes open requests and stops shared knowledge at once.
Choose a gateway employee
Each organization names one gateway employee. Only the gateway sends and receives requests from partners. Other employees ask the gateway through a colleague request. Without a gateway, sends are refused.
Send and answer requests
A partner request becomes a work item in the other organization, owned by its gateway. The partner's text is outside content: it can never approve anything or give instructions. The result comes back to your item. You see the partner's status, not its internal work. Each organization pays for the work it runs, unless the connection says the requester pays.
Share knowledge
A knowledge grant shares chosen memories or documents with one partner: by tag, by team or by name, until an expiry. The partner's employees see each shared record with your organization's name on it. Private and employee-level memories are never shared. A revoke, an expiry or a Forget removes the records from the partner's next search.
From the help article Partners, checked against the product on .
What you can do
The operations this feature's screens call. Each one is POST /api/<name>, and the badge says who may call it.
MemberlistPartnerRequestsLists partner requests.
Types:
ListPartnerRequestsRequestreturnsListPartnerRequestsResponse
ViewerlistKnowledgeGrantsLists knowledge grants.
Types:
ListKnowledgeGrantsRequestreturnsListKnowledgeGrantsResponse
OwnerNo API tokensacceptOrgConnectionAccepts the org connection.
Types:
AcceptOrgConnectionRequestreturnsOrgConnectionDto
OwnerNo API tokensdeclineOrgConnectionDeclines the org connection.
Types:
ConnectionIdRequestreturnsOrgConnectionDto
AdminNo API tokensrevokeKnowledgeGrantRevokes the knowledge grant.
Types:
KnowledgeGrantIdRequestreturnsKnowledgeGrantDto
AdminNo API tokensrevokeOrgConnectionRevokes the org connection.
Types:
RevokeOrgConnectionRequestreturnsOrgConnectionDto
MembersearchPartnerKnowledgeSearches partner knowledge.
Types:
SearchPartnerKnowledgeRequestreturnsSearchPartnerKnowledgeResponse
OwnerNo API tokensproposeOrgConnectionProposes an org connection.
Types:
ProposeOrgConnectionRequestreturnsOrgConnectionDto
OwnerNo API tokenscreateConnectionInviteCreates a connection invite.
Types:
CreateConnectionInviteRequestreturnsCreateConnectionInviteResponse
OwnerNo API tokensredeemConnectionInviteRedeems the connection invite.
Types:
RedeemConnectionInviteRequestreturnsOrgConnectionDto
AdminNo API tokenssetOrgGatewaySets the org gateway.
Types:
SetOrgGatewayRequestreturnsOrgGatewayDto
MemberNo API tokenssendPartnerRequestSends a partner request.
Types:
SendPartnerRequestRequestreturnsSendPartnerRequestResponse
MemberNo API tokensanswerPartnerRequestAnswer partner request.
Types:
AnswerPartnerRequestRequestreturnsPartnerRequestDto
AdminNo API tokenscreateKnowledgeGrantCreates a knowledge grant.
Types:
CreateKnowledgeGrantRequestreturnsKnowledgeGrantDto