There are two Roles on Documents: 


  • Required*
  • One or multiple


  • Not required
  • One or multiple

How to set a Roles and Permissions on a Document: 

  • Select the 'Add new Document' button or click within an existing document. 
  • Within the Edit document view, select Roles
  • Select the Owners for the document. 
  • Select Watchers if applicable. 
  • Select Editors

Permissions on a Document 

 A document can be made public or private by any user with editing rights. Private documents are visible by owners and watchers listed. 

Editing rights can be granted to the following: 

  • Owners
  • Owners and Watchers
  • Anyone with access

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