Sharing permissions across folder, project, column and row

Projects uses the standard SwiftFox permissions model, and you can apply it at four levels of granularity: folder, project, column and row. This lets you control exactly who can see and change each part of your data.

Access levels you can grant

• Full Access — view and edit, change who has access, and delete where the user's role permits.
• View and Edit — view and change the data, but not delete it or change who has access.
• View only — see the data but not change it.

You assign these to individual users or to user groups — and to a circle where the panel offers it (a folder does; a row does not). See Access levels and the "Anyone" default (Document ID: 244).

The four scopes

• Folder — the folder's ⋮ menu in the left-hand list → Sharing permissions.
• Project — the project's ⋮ menu in the left-hand list → Sharing permissions.
• Column — the column header's ⋮ menu → Column permissions.
• Row — the ⋮ at the right-hand end of the row → Sharing permissions.

Set permissions

1. Decide the scope — folder, project, column or row.
2. Open the relevant ⋮ menu and select Sharing permissions (or Column permissions, for a column) to open the Edit permissions panel.
3. Add the users or user groups you want to grant access to.
4. Assign each one Full Access, View and Edit or View only, and click Add.
5. To restrict the item, confirm at least one entry is listed, then remove Anyone.
6. Click Apply.

Full detail: Restricting Projects items (folder, project, column, row) (Document ID: 245).

Tips

• Restrict at the level that matches the data — a folder or project for whole areas of work, and a column or row for specific sensitive data.
• Use View only for stakeholders who need visibility but should not change records, and View and Edit for the team doing the work.