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Cloud V1

Collaborate with the right access

Invite people safely and understand workspace roles and document visibility.

Invite someone to a workspace

  1. Open the workspace and choose its share or people action.
  2. Enter the person's work email address.
  3. Select the least-privileged role that lets them do their work.
  4. Review the workspace and document visibility before sending the invitation.
  5. Ask the recipient to sign in with the invited, verified email address.

Roles in practice

  • Admins manage workspace membership, roles, and sharing settings.
  • Editors work with content that has been shared with them.
  • Viewers read content made available to them.

A workspace role does not automatically make every restricted document visible. Document-level access and publication state can further limit what a person can open, query, replace, or download.

Review access when work changes

  • Remove people who no longer need the workspace.
  • Reduce roles when administrative or editing access is no longer required.
  • Check restricted documents before widening workspace access.
  • Use a separate workspace when the audience or information boundary changes.