Managing Permissions in Home

Document permissions determine the level of editing available to collaborators and groups. A document Owner is the user that determines access for collaborators. Generally, document permissions are set early in the process of document development, but they can be changed at any point.

Wdesk Home lets you easily manage permissions to all of your documents, including Workbooks, Presentations, and Spreadsheets.

Permission Levels

There are three permission levels that can be assigned to collaborators:

  • Owners have full rights to the document and can manage permissions.

  • Editors can make changes to the document.

  • Viewers can view a document but not make any changes.

Managing Permissions in Home

To edit document permissions in Home, right-click the document you'd like to modify and choose Permissions.

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You can hover over your document and click the drop-down arrow on the right-hand side, then select Permissions.

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The permissions editor will display. To quickly find a collaborator or group, enter their name in the search field. In the permissions editor window, select the radio button for the desired permission level for a collaborator or group.

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TIP: You can use the Filter button in the upper right corner of the permissions editor to view collaborators by role.

When a collaborator or group is added to a document, there is a checkbox in the lower left-hand corner to notify them that they have been granted access. To select this option, check the box before choosing Apply Changes.

Removing a Collaborator or Group

To remove a collaborator or group, hover over the collaborator or group and click the X to the right of the permissions role.

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Using Advanced Permissions

Clicking Advanced Permissions opens the Advanced Permissions Editor. The Advanced Permissions Editor provides sophisticated permissions customization options. To learn more, read the article Advanced Permissions Editor.