Project User Roles & File/Folder Permissions
Joe
Last Update 25 days ago
Understanding user roles and permissions is key to keeping your project data secure and accessible to the right people. Let’s break it down.
Within a project, users can have one of the following roles:
Admin: The all-access pass. Admins can manage everything in the project - settings, users, even deleting or transferring the project.
Member: The power user. Members can upload, rename, delete files and folders, comment, and invite other members.
Viewer: The read-only user. Viewers can see project details, view and download data, and invite other viewers - but they can’t make changes.
Limited: The controlled access user. Limited users only see the specific folders shared with them, making this role ideal for subcontractors or individuals who only need access to certain content.
👉 Admins, Members, and Viewers can see all project data. Limited users, however, can only access what has been explicitly shared with them.
To set user roles, head over to the Users List within your project settings.
For Limited users, access is managed at the folder level. Here’s how you can control their permissions:
Click the Permissions icon on a folder.
View who already has access and grant additional permissions.
Select the user you want to give access to (Note: The user must already be a member of the project to be selectable).
Choose their permission level:
Read Only: The user gets Viewer-level permissions within the folder - meaning they can view and download files but cannot edit, upload, or comment.
Read Write: The user gets Member-level permissions within the folder - meaning they can upload, rename, delete files, and comment.
- Permissions cascade down to the files and folders within the target folder.
⚠️ If the user is already an Admin, Member, or Viewer, these folder permissions won’t apply (as they already have access at project level).
And that’s it! With the right roles and permissions, your project stays secure while making collaboration effortless.