This article applies to the following permission levels:
|❌ Contributor||✅ Author||✅ Designer||✅ Admin|
Document: Documents can be created by users from their available suite of templates. Documents are the individual pieces of collateral that live inside a project folder e.g. brochures, web ads, signage, business cards, social media tiles etc. These documents can be edited based on the inputs available in that template. Documents may or may not require approval in order to be exported and downloaded, shared or printed.
Project: Projects are folders that house a selection of a user’s documents.
Team: A selection of users in Outfit belonging to a certain department, location or sub-brand.
This article will help users to decide who can view and edit their documents by either granting or restricting project access.
Granting project access
There are two ways to grant Outfit users and guests access to your project:
- Sharing your project with your team.
- Inviting people as External Contributors.
Sharing your project with your team
To allow a team to view and edit your project's documents:
- Open the desired project by clicking on the thumbnail from the 'Projects' menu.
- Click the 'Settings' tab to open the 'Project Settings'.
- Within the 'Basic Information' section, click on the 'Team' drop-down menu and select a team that you would like to share your project with.
- The members of the team will now be able to access your project by going to the 'All Projects' tab in the 'Projects' menu.
Inviting people as External Contributors
An External Contributor is someone outside of your team or organisation who you can grant temporary access to your project so that they can collaborate on your documents.For more more information about External Contributors and how to invite them to your project please check out this article.
Restricting project access
If you would not like users in a team to view or edit your documents, you can set your project as 'Private'. To do this:
- Open the desired project by clicking on the thumbnail from the 'Projects' menu
- Click the 'Settings' tab to open the 'Project Settings'
- Scroll down to the 'Permissions' section, and tick the checkbox that says 'Private Project'.
- Once ticked, your project will only be visible to yourself. However, please note account administrators may still have the ability to access private projects in order to view, edit or approve documents.
Frequently Asked Questions
No, only the one team selected in the project settings will have access to the project.
Can I share my project with a select number of users in my team, rather than sharing it with the entire team?
No, unless your project is set to private, every user within the selected team will have access to your project. The only way to add individual users to your project is to invite them as External Contributors.