Admins and Managers can control who has access to a Document, just like they can with Files. Use this to limit visibility or editing on sensitive job documentation and keep the right people working on the right Documents.
Managing Access to Documents
Note: Only Admins and Managers can manage access to Documents.
On the web
Open the Project and click on the Documents Tab.
Find the Document you want to manage, then click the 3 Dots Icon on the right side of the Documents.
Select Manage Access.
Set who can view or edit the Document, then save your changes.
In the app
Open the Project and tap the Documents Tab.
Find the Document you want to manage and tap the 3 Dots Icon.
Tap Manage Access.
Set who can view or edit the Document, then save your changes.
FAQs
What's the difference between managing access and sharing a Document?
What's the difference between managing access and sharing a Document?
Sharing creates a link you can send to anyone outside your team. Managing access controls which members of your team can view or edit the Page within CompanyCam.
Can Standard or Restricted users change Document access?
Can Standard or Restricted users change Document access?
No. Only Admins and Managers can manage access to Documents. Standard and Restricted users can view Documents they've been given access to, but can't change permissions.
Does changing access affect existing shared links?
Does changing access affect existing shared links?
Managing access controls internal team permissions only. It doesn't affect shareable links that have already been sent out.
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