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.
Setting document permissions for an individual
To set document permissions for an individual, open the document and, at the top right, click the Share button. To the right of a listed collaborator, click the drop-down and select the preferred permission setting—Can edit or Can review.
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.
Setting permissions for a document link
To set permissions for a specific document link, open the document and, at the top right, click the Share button. On the Members & Guests tab under the To: field, click the Settings link and select the permissions you want to establish for all people with the document link.
The available permissions vary by document type. The following explains the permissions available for prototypes, boards, and freehands.
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
Choose either of these permission settings for people who access your boards:
- Edit, comment and view
- Comment and view
Choose either of these permission settings for people who access your freehands:
- Edit, draw and view
- View only
To learn about the Who can open this document setting, check out this article: 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 this article: Configuring InVision V7 team sharing settings