Share project documents with your team
Use the document share dialog to share project files with colleagues and control who can access them.
This guide is designed for project manager.
Steps
Step 1: Open the document share dialog
From the project documents area, select the document you want to share and click the share icon to open the document share dialog.
Step 2: Review current sharing settings
In the dialog, review who currently has access to the document and what level of permissions they have.
Step 3: Add new people or teams
Use the search or selection options in the dialog to find and add individual users or teams who should have access to the document.
Step 4: Adjust access permissions
For each person or team, set the appropriate access level, such as view-only or edit, to match their role in the project.
Step 5: Confirm and share the document
Once you have configured access for all required recipients, confirm your changes to apply the new sharing settings and notify users as configured.
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Last updated: 2026-09-01