Availability: All plans
You can grant any user on your account access to a specific document — regardless of their workspace or role.
Note:You can invite your colleagues to collaborate on documents in any status.
There are two types of collaborator permissions on a document:
- Can view and comment
- Can edit
To share a document with your colleagues, start by selecting Invite at top of the page, then select Collaborator from the dropdown. In the pop-up, select your colleagues from the dropdown, or start typing their names to filter the list. Once all collaborators have been added, select Send invitation.
Once you select Send invitation, your collaborators will receive email notifications with a link to the document.
When you invite collaborators from another workspace, they’ll be added to the document with “Can view and comment” as a default permission, and will have a Member role in their new workspace.
Note:Inviting collaborators from other workspaces won't result in additional charges since they already have licenses on your account.
If you invite users from the workspace the document belongs to, their permission level will correspond to their account role. For example, if one colleague has an Admin or Manager role, they’ll be granted “Can edit” as a default permission. The default permission for a Member role, meanwhile, will be “Can view and comment.” (Click here to learn more about account roles.)
You can change permissions at any time once you’ve invited collaborators.
Warning:Any change in permissions won’t be applied until the collaborator refreshes the page.
Collaborators can find the documents they've been invited to in the “Shared with me” folder, located in the Documents tab.