Access to Project Documents
Access to project documents can be managed on different levels:
Access to all documents in the project is set on the project level by a project administrator. Each project role (e.g. Project Admin, Project Member) can be assigned a specific set of document permissions, such as viewing and editing. All project participants with that role will get the permissions it contains.
You can grant viewing, editing, or managing rights for all documents in a specific folder to any organization member.
Using the Share functionality, you can grant viewing, editing, or managing rights for an individual document to any organization member.
Manage access to all project documents
On the project sidebar, choose Settings.
On the Project Settings page, go to the Access tab.
Select the role (e.g. Project Admin, Project Member) for which you want to configure access:
Click the Edit permissions button.
On the displayed dialog, scroll down to the Documents section:
Select the permissions you want to grant to this role.
Click Save when done.
Manage access to a particular folder
Navigate to your project.
On the project sidebar, choose Documents.
On your project's Documents page, navigate to the Folders tab.
Locate the folder to which you want to manage access, click
next to it and choose Modify access:
Choose members or teams which you want to grant access to by entering their names or selecting them from the list:
Select the permission you want to grant: Viewer, Editor or Manager:
Click Update access.
The person or team will be granted the permission you selected.
Manage access to a particular document
Navigate to your project.
On the project sidebar, choose Documents.
On your project's Documents page, navigate to the Folders tab.
Locate the document to which you want to manage access, click
next to it and choose Share:
Select the person or the team you want to grant access to from the list:
Select the permission you want to grant: viewer, editor or manager:
Click Update access.
The person or team will be granted the permission you selected.