Q. How do I share an EndNote group with someone?

In order to share EndNote groups, all users must have an EndNote Basic / Web account created.

Sharing EndNote Groups (Desktop App)

1. Open the EndNote desktop app.
2. Under My Groups in the left sidebar, click on the group you want to share.
3. With the group selected, click on Groups > Share in the top menu bar. A new window will pop up.
4. In the Invite More People field, type in the email addresses (must use emails associated with their EndNote Basic accounts) of the people you want to share the group with.
5. If needed, set user Permissions. Select Read Only if you don't want users to add citations to the shared group. Select Read and Write if you want users to be able to add citations to a shared group.
6. Click Invite.

Sharing EndNote Groups (Basic/Web Version)

1. Login to your EndNote Online account.
2. In the top menu bar, click on Organize > Manage My Groups.
3. Click on Manage Sharing for the group you'd like to share.
4. Click on Start sharing this group. A new window will pop up.
5. Enter email address for the people you want to share with (use must use emails associated with their EndNote Basic accounts).
6. If needed, set user Permissions. Select Read Only if you don't want users to add citations to the shared group. Select Read and Write if you want users to be able to add citations to a shared group.
7. Click Apply.

All invited users will receive an email letting them know they can access this shared group. Once this email is received, users must login to their EndNote online accounts to view the group.