A page you make is yours alone until you share it. Sharing decides who can open it; publishing is how the edits you make to a shared page reach the people who can see it.
Private and shared pages
Every page starts private: only you can open it, and the header beside its name says Only you. Your changes on a private page are live the moment you save them, so there is nothing to publish.
Once you share a page, its edits are handled as a draft. You make your changes first, then select Publish when the page is ready, and only then do the people it is shared with see what you changed. Until you publish, they keep seeing the last version you published, not your work in progress.
The draft shows what you changed. The badge beside the page's name counts the widgets you changed (Draft · 2 changes), and each one is marked New, Changed or Moved, with Undo to put it back as the published page has it. Widgets you removed are listed above the page, each with Restore. Publish lists every change before you confirm it, and Discard throws the whole draft away, so it matches the published page again.
Pyron keeps the last twenty versions a page published, with no time limit. Open Versions from the page's ⋯ menu (or the header while you edit it) to see who published each, when and what it changed. Give a version a name to find it again, Preview it as it looked, or Restore it: it goes into the draft, and nobody sees it until you publish it.
A page on a place in your directory works the same way. It starts shared with everyone who can see that place, so its edits are drafts from the start. See Directory pages.
Share a page
- Open the page's ⋯ menu and select Share (while you edit a private page, Share is also in its header).
- Under Share with, pick a person, a role or Everyone.
- Choose Can view or Can edit, then select Share.
The list below shows the page's owner first, then everyone it is shared with and how far. Change a level from its list, or open a row's ⋯ menu to Remove access. The owner can also Make owner of someone else; they keep edit access afterwards. A person you share a page with is told in their Inbox. Share it with a role and everyone in that role is told the same way, except anyone who could already see the page; someone who joins the role later is not told.
You can share a page only as far as you reach it yourself: someone who can edit a page can share it to view or edit, and only its owner can delete it or hand it on. On a page in the directory, nobody gets more than they have on its place.
Where a shared page appears
Sharing never puts a page on anyone's Home. A page shared with you is listed under Pages → Shared with you, and you can find it in Search; to keep it at hand, select Pin to Home in its ⋯ menu. A page joins everyone's Home only when someone allowed to chooses Pin to Home → For everyone in its ⋯ menu, and even then it shows only to people who can already see it. Anyone can take their own copy off their Home with Unpin from Home; everyone else keeps it.
Whether you can make pages at all, or pin one for everyone, depends on your role. If you cannot find a way to add a page, ask your administrator.
Sharing a dashboard lets someone open it; it does not widen what the panels count for them. Every figure is built from entries, so a dashboard only ever shows each person the entries they are allowed to see. Two people reading the same shared dashboard can see different totals, depending on which parts of the tree each of them can reach. Per-site tabs work the same way — see Per-site dashboard tabs.