In Projects you can apply permissions at several levels of the structure: a folder, a project, a column or a row. This lets you keep an entire area of work private, or restrict just a part of a project.
Open the permissions control on a Projects item
- Folder, project or row — click the ⋮ menu on that item and choose Sharing permissions. A folder or project's ⋮ sits beside its name in the left-hand list; a row's ⋮ sits at the right-hand end of the row.
- Column — click the ⋮ menu on the column header and choose Column permissions.
Set the access
- In the Edit permissions panel, optionally start from a preset. Under Add access for, choose User or User group — or Circle, where the panel offers it (a folder does; a row does not) — and find the entry.
- Set the access level: Full Access, View and Edit or View only.
- Click Add, and repeat for any other users or groups.
- Confirm at least one entry is listed, then remove Anyone if you want the item to be private.
- Click Apply.
Choosing the right level to restrict
- Folder — restrict a folder of projects.
- Project — restrict a single project without affecting other projects in the folder.
- Column — restrict a specific column of data within a project (via Column permissions).
- Row — restrict an individual row within a project.
Choose the level that matches your need — restrict a whole project rather than every column in it when the whole project is sensitive.
Tips
- Use groups rather than naming individuals, so access updates automatically as people join or leave a team. Access levels are explained in Access levels and the "Anyone" default (Document ID: 244).
- Always add at least one user or group before removing Anyone, or no one will be able to see the item.
- When troubleshooting why someone cannot see a project, column or row, check the permissions at each level — folder, project, column and row.