Permission settings for documents
  • 28 Apr 2023
  • 1 Minute to read
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Permission settings for documents

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Article summary

This article provides answers for InVision V7

To confirm your version, check the upper right corner of your dashboard. 


To ensure you have the flexibility to establish what specific people can do to a document without affecting the document link, you can set document permissions for individuals as well as for the document link itself.

Set permissions for an individual

To set document permissions for an individual, open the document and, at the top right, select Share. To the right of a listed collaborator, select the drop-down and choose the preferred permission setting—Can edit or Can Comment.

invision-v7-share-document-permissions-individual.png

The default setting for all individuals is Can edit, so anyone you invite can edit the document unless you change their permissions. The document creator always has full permissions, ensuring that at least one person on your team can edit and manage the document at all times.

You can set permissions for the link to documents.

Set permissions for a freehand link

To set permissions for a specific document link in a freehand, open the document and, at the top right, select Share. Choose who can open the document and what they can do in the drop-down menus in the share dialog.

invision-v7-freehand-share-document-link.gif

To learn more about sharing a freehand, read Sharing a Freehand.

Set permissions for prototype and board links

To set permissions for a specific document link in prototypes and boards, open the document and, at the top right, select Share. On the Members & Guests tab under the To: field, select Settings and choose the permissions you want to establish for all people with the document link.

invision-v7-document-link-settings-share-prototype-boards.gif

The available permissions vary by document type. The following explains the permissions available for prototypes and boards:

Prototypes

Choose either of these permission settings for people who access your prototypes:

  • Edit the file, view, comment, inspect and suggest copy
  • View, comment, inspect and suggest copy

Boards

Choose either of these permission settings for people who access your boards:

  • Edit, comment, and view
  • Comment and view

To learn about the Who can open this document setting, read InVision V7: What settings are available for document links?

To learn more about the global team sharing settings that determine which roles can manage access via document links, read Configuring InVision V7 team sharing setting.


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