The Sharing permissions control is how you decide who can view or edit a specific item. It opens the same Edit permissions panel everywhere, but it is reached from a slightly different place depending on the item type. This page lists exactly where to find it for each item type.
How to recognise it
Look for one of these entry points:
- A globe icon — on a post, under your name (it shows the current visibility, such as Everyone).
- A Sharing permissions option or button — on tasks, Projects folders/projects/rows, and cases.
- A Set permissions quick action — on contacts.
- A Permissions option — on custom fields and custom field sections.
- Column permissions — on a Projects column.
Whatever the entry point, the Edit permissions panel that opens lets you add users, groups or circles, choose an access level for each, and remove Anyone once at least one entry is in the list.
Where to open it on each item
Posts
While composing a post, click the globe icon under your name (it shows the current visibility, such as Everyone) to open the Edit permissions panel.
Tasks
In the Create a task pop-up, under Permissions, click Sharing permissions.
Projects items
On a folder, a project or a row, open the ⋮ menu and choose Sharing permissions. On a column, open the column header ⋮ menu and choose Column permissions.
Cases
When creating a case, use the Sharing permissions control at the top-right of the New Case drawer.
Contacts (people and organisations)
Open the contact, then in the quick actions on the right-hand side, click Set permissions.
Custom fields and sections
In a contact, click Manage at the top of the custom field section, click the cog (settings) icon next to the specific field or section, then choose Permissions.
What every Edit permissions panel lets you do
Regardless of where you open it, the panel lets you:
- Choose a preset — Everyone / Only me on tasks, or Everyone / Current Circle / Only me on posts, cases and contacts.
- Add access for a user, a user group or (on posts, cases and contacts) a circle, with an Add me shortcut.
- Set each entry to Full Access, View and Edit or View only.
- Keep or remove the default Anyone entry.
- Apply your changes, or Reset to default.
Important rule
You must include at least one user, group or circle before you remove Anyone. If you remove Anyone with no other entries present, no one will be able to see the item.