Document Permission

You can share your documents with various groups: all project members, project admins, selected members, an external team, or keep it private to yourself.

Share document with project members

When creating the document, choose Any members under the Share with option. This will make the newly created document visible to all project members, excluding the external team.

share document with any members

Share document with project admins only

When creating the document, choose Admins only under the Share with option. This will make the newly created document visible only to project admins.

share document with project admins only

Share document with select members

When creating the document, choose Selected members under the Share with option. This will make the newly created document visible only to the members you have selected.

share document with selected members

Share document with an external team

When creating the document, select one of the external teams under the Share with option. This will allow only the external team members to see the document shared with them, while other documents remain hidden.

share document with external teams

Create a private document

When creating the document, under the Share with option, select Selected members and do not choose anyone else. This way, even if the document link is shared, other project members will not be able to view or edit it and it will be visible only to you.

keep document private

Last updated on

Please contact us if you need more assistance.