A project document is shared with the team
Who is involved
| Role | What they do |
|---|---|
| Project manager | Links the document and chooses who may open it. |
| Project member | Opens it from the project. |
Step by step
- Project manager
Links a document from the library on the project's Documents tab.
What they see:The document is listed.
- Project member
Opens the Documents tab.
What they see:Sees the document and can open it, without any company-wide document permission.
- Project manager
Narrows one document to chosen people.
What they see:Others on the roster lose access to that document only.
- Project manager
Unlinks the document.
What they see:Access granted through the project is withdrawn; the document stays in the library.
Who is told what
No message is sent when a document is linked.