Sheets Permissions

Sheet permission levels affect how members interact with sheets and the actions available to them.

• Sheets Permission Levels
• Manage Sheet Permissions
• Access Sheets Permissions
  • Search and Filter Permissions
• Add Sheets Permissions for Members
• How to Change a Member, Role, or Company Permission Level
• How to Remove a Member, Role, or Company
• Inherited Permissions

Sheets Permission Levels

All project members have basic permission to View sheets by default. Project administrators have Manage permissions by default.

The sheet permission levels are defined as follows:

Permission Levels		View		Create		Edit	Manage	Project administrator
		View only	View + export	Create only	Create + upload	--	--	--
Publishing workflow	Add and publish sheets
Publish log	Access
	Remove your entries
	Remove other members' entries
	View sheets from publish log
	Continue publishing
Sheet activities	View
	Export
Disciplines	Add and edit disciplines
	Define a disciplines custom order
Permissions	View, add, and edit permissions
Public share setting	Turn on or off
Collections	Enable collections in a project
	Access collections settings
	Create collections
	Edit collections
	Delete collections
Version set	Publish sheets to a version set
	Create a version set
	Access version set settings
	Change version set order (When issuance date is the same)
	Edit
	Delete
Sheets log	View and export
Sheet actions	Delete
	Restore
	Edit version set
	Edit sheet number
	Create or edit tag
	Edit sheet title
	Share with project members
	Share with public
	Export
	View sheet activities
	Export sheet activities

Manage Sheet Permissions

Members with Manage permission and project administrators can change member permissions.

Access Sheets Permissions

To manage sheet permissions:

1. Click the Sheets tool.

2. On the right side of the screen, click Settings > Permissions.

   By default, there are the following groupings:

   • Administrator - Lists all the members with the adminstrator role in the project.
   • Everyone - Everyone in the project has at least View + Export permission.

   You can change the permission level for Everyone.

Search and Filter Permissions

You can also search for a member by starting to type their name in the search box. Filter members through user, role, company, or by permission level.

Add Sheets Permissions for Members

Everyone in the project has at least View + Export permission by default. You can add users, roles, and companies, to grant those members greater permission levels.

1. Click Add.
2. Enter names, email addresses, roles or companies.
3. Select a permission level.
4. Click Add.

How to Change a Member, Role, or Company Permission Level

You can change the permission level of an individual user, role, or company already added to the Sheets tool.

1. Find the individual member, role, or company whose permissions you want to change.

   Note: You can search for terms in the name and email address, or filter by permission type and level to refine the list.

2. In the Permissions column, click the drop-down menu and choose a new permission level.

   

How to Remove a Member, Role, or Company

Removing a permission only affects access granted through that specific permission type; user, role, or company. This won't affect permissions if they've also been granted to members using other permission types.

1. Find the relevant user, role, or company.

2. Click the More menu on the right side.

3. Click Remove.

   The dialog informs you that only this specific permissions is being removed.

4. Click Remove.

Inherited Permissions

Sometimes, individual members my be granted different permissions than those they inherit through other permission types such as company or role. If there is an information icon next to a permission level, click this to view the details of the inherited permission. This will display your Actual permission and where this permission derives from.

For example, the Permissions column initially shows this user as having View permission. Click to see that they have an Actual permission of Manage which they have inherited from their role as project administrators in the group Admin.