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This article applies to the following Content Automation permission levels:
| ❌ Contributor | ✅ Author | ✅ Designer | ✅ Admin |
Granting project access
There are two ways to grant users and guests access to your project:
- Sharing your project with your team.
- Inviting people as External Contributors.
Review the External Contributors knowledge base article for more information about external contributors.
Sharing your project with your team
To allow a team to view and edit your project's documents:
- Open the desired project by selecting the thumbnail from the Projects menu.
- Select the Settings tab to open the Project Settings.
- Within the Basic Information section, select the Team drop-down menu and select a team you want to share your project with.
- The team members can now access your project by going to the All Projects tab in the Projects menu.
Inviting people as External Contributors
An External Contributor is someone outside of your team or organization who you can grant temporary access to your project so that they can collaborate on your documents. Review the External Contributors knowledge base article for more information about External Contributors and how to invite them to your project.
Restricting project access
If you would not like users in a team to view or edit your documents, you can set your project as Private. To do this:
- Open the desired project by selecting the thumbnail from the Projects menu
- Select the Settings tab to open the Project Settings.
- Scroll down to the Permissions section and toggle the Private Project checkbox.
- Once ticked, your project will only be visible to yourself. However, please note account administrators may still have the ability to access private projects to view, edit or approve documents.
Frequently Asked Questions
Can I invite multiple teams to access a single project?
No, only the one team selected in the project settings will have access to the project.
Can I share my project with a select number of users in my team rather than sharing it with the entire team?
No, unless your project is private, every user within the selected team will have access to your project. Inviting individual users as External Contributors is the only way to add individual users to your project.