What are the steps?
- Confirm both people are in the expected HubCoach organization and have HubCoach enabled.
- Check whether the item is published or still a draft.
- A personal item belongs to its author. Shared content still follows its configured audience and portal.
- For CRM-linked work, check each person’s portal access and permitted record scope.
- Moving an article into a shared base does not broaden its own visibility. Review the item itself.
What does it look like in practice?
- Example
An administrator sees an editable draft, while a representative only sees published guidance available to them.