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Folders and Documents access control

Access Control Levels for Documents

Written by Sjaak Velthoven

Select document(s) and/or folder(s) in the documents area to find the access control menu in the right information menu.

Here the project members that have access to the document can be seen.

Follow these steps to edit the access of the selected items.

  1. Select the document(s) and/or folder(s) that are to be configured.

  2. Open the right information menu

  3. Click on edit access.

Access required: Full access

The access control dialogue can look something like this:

This article contains information about the following topics:

1. Configure access for project participants

Click the "Define access for" dropdown to select participants for which access should be configured.

Participants can either be selected as member or as a member of a team.

Access roles include administrator, individual user access, baseline access, team access and owner access.

1.1 Recommended workflow

Set access per team rather than per user. Roles change often, and team-based access stays flexible: a member added to a team gets the right access as soon as they join the project. A common pattern is to set "all users" to no access — so new, not-yet-assigned members can't see sensitive information — then grant access to each team as needed.

Click here to read more about how the different participant roles stack up against eachother.

2. What access is applied? (3 steps)

The access with the highest weight always wins, but there are exceptions.

Restrictive tiers like "No Access" are elevated even other pathways grants higher rights.

2.1 Which of the configurations applies?

Administrators

Administrators always have access to everything.

Individuals

The exact configured access level applies.

Others
Check the different access configured for a user either via one of the following:

  • All users

  • A team the user is part of (can be part of multiple)

  • Owner access.

The access with the highest weight applies.

No access > Full access > Write > Read

Click here to read more about how access levels are calculated.

Click here to read more about typical ways access is configured.

2.2 What can paritcipants do with that access?

Click here to read more about what operations can be performed on folders and documents.

3. Overwrite options (scope applied on save)

When the access dialogue is saved, the access on the selected elements is overwritten regardless of what was previously configured.

The three options under "Where to apply these rules" control how far that change reaches.

Option

What gets overwritten

What access stays as-is

When to use

Folder and new content

Selected items + any new items created in them

Items one level down + items in folder structures.

When you must not change the access of existing contents

Folder and files
(default)

The above + existing documents one level down

Folders one level down + items in folder structures.

The usual choice; per-subfolder access is preserved

Folder and all subfolders and files

The above + folders one level down + items in folders structures.

-

Only when it's fine to overwrite existing subfolder access too

Careful: the first two options overwrite only the selected elements, so older access can remain on sub-elements. Members might no longer be able to navigate to them, yet still reach them through filtering.

4. Status workflow

If shared statuses were enabled after 2 October 2025, two extra columns appear to the right of the access column: View shared revisions and Can publish. Which boxes can be checked depends on the access level.
This is what that can look like:

Access

View shared revisions

Publish

No access

Not available (item not shown in list)

No

Read

Can be granted (optional)

No

Write

Always able to view

Can be granted (optional)

Full access

Always able to view

Yes

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