Set up permissions for projects
Project permissions are currently in early access and only select customers have access. This feature will be rolled out to all customers later this year.
Looking for site-wide permissions? To control what entire groups can do across the Projects app, see Manage Projects app group permissions..
In the Projects app, access and edit permissions are currently set for each individual project. There are a few controls to understand when giving specific access to a project:
Permission levels
Permissions to access and edit projects are set on each individual project.
Permission level | What it allows |
|---|---|
Owner | Full control of the project and can assign access controls to others |
Can edit |
|
Can view | Above details will be read-only, but people with Can view access can still:
Notes:
|
Follower | Receives updates in weekly update feed and digest emails. No edit rights, but can only follow projects they can view. |
How to manage permissions
Each project has two access settings to let you manage permissions to view or edit:
General access lets you quickly provide all users can edit or can view permissions.
Specific access is where you can specify users that have can edit or can view permissions, and manage who is following a project.
Set general access
Open the project you want to share.
Select the Share button at the top‑right.
In the General access section, select an option:
Can edit allows anyone with app access to view and make changes to the project.
Can view allows anyone with app access to view the project and take some actions listed in the table above.
Set specific access
Open the project you want to change access to.
Select the Share button at the top‑right. In the Specific access section, select the icon.
Locate the person, team, or user group and select Can edit or Can view from the dropdown to change their permissions. You can also select Remove to revoke specific access.
Select Save.Sharing projects
Sharing projects
A project can be shared with others, who will receive a notification via email.
Open the project.
Select Share.
Type the name, team, user group, or email address.
Choose Can view or Can edit (applies to all selected recipients).
Select Share.
Share through a link
Copy a project’s link to your clipboard to quickly share it anywhere.
Select the link icon next to Share to copy the project URL.
Paste the link wherever you need (email, chat, docs).
Note: A link does not grant access. Ensure the recipient has the appropriate access control set on the project.
Default access for new projects
Default access sets the starting permission for every new project created on your site. Owners and editors can change it on any individual project after it's created — this setting only affects what a new project starts with.
Change the default access
To change the default access for new projects:
Select the Settings icon, then select Projects settings.
Select the Access and permissions tab.
Under Default access for new projects, choose an option:
Open — Can edit: Anyone with access to the Projects app can view and edit new projects.
Open — Can view: Anyone with access to the Projects app can view new projects. Only the creator and owner can edit.
The change applies immediately to any new projects. Existing projects keep their current access.
Permissions FAQ
Question | Answer |
|---|---|
Who can change the owner of a project? | Both owners and editors can edit the Owner field in the project’s details. |
Are there “private” projects that hide from users without explicit access? | Yes, but you can only make them private at creation. Currently, you cannot change an open project to a private project after it’s been created. |
Can users always create, edit, or delete their own saved views for projects? | Yes. There are no permission restrictions on managing your own saved views. All users can create, edit, and delete their own saved views. |
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