A document can be assigned an access permission to restrict visibility to selected participants. Administrators always have access to all documents.
Procedure:
- Create new document as usual
- Click on ONLY ACCESSIBLE BY:
- Select participants
- save
TIP: Save selection of participants as personal preselection: Click above on + Create participant selection, enter name and save
TIP: By right-clicking on a document and selecting Edit permission, access can be subsequently restricted or edited.
NOTE: In the Project backup, all documents with restricted access are always available. Therefore, we recommend managing sensitive documents such as cost tracking, contracts, audits, etc. in a separate project with a small group of participants.
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