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Manage document actions based on your access level

Adjust and understand which actions (Edit, Share, Delete) are available for each project document based on server-controlled permissions.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open a document in the detail view​

Navigate to your project and open a document to view its detail page, which shows the document content alongside its available actions.

Open a document in the detail view

Step 2: Review which actions are available​

In the document detail toolbar, check whether Edit, Share, and Delete are visible so you can see what you are allowed to do with this document.

Review which actions are available

Step 3: Understand project member permissions​

When you are a project member, confirm that you can see Edit and Share but not Delete, ensuring you can update and share the document without being able to remove it.

Understand project member permissions

Step 4: Understand document creator permissions​

When you are the document creator, verify that Edit, Share, and Delete are all available so you can fully manage the document, including removing it if required.

Understand document creator permissions

Step 5: Understand viewer-only access​

When you have viewer-only access, check that Edit, Share, and Delete are hidden, confirming that you can read the document but cannot change, share, or remove it.

Understand viewer-only access

Step 6: Confirm controls still appear when your role is loading​

If your project role is still being resolved, confirm that valid server permissions still show the correct controls and are not hidden while your role loads.

Confirm controls still appear when your role is loading

Last updated: 2026-07-31