Make Spaces, Folders, Lists, and tasks private

  • Updated

You can allow specific users to access information in your Workspace by customizing Space, Folder, List, or task privacy.

 

Spaces, Folders, Lists, tasks, and Goals are public by default. Docs and Dashboards are private by default.

 

You can also set individual permissions to limit what specific users can see and do.

 

What you'll need

 

Make a Space private

To make a Space private:

  1. In the left sidebar, click the ellipsis ... next to your Space.

  2. Select Sharing & Permissions.

  3. Click Private.

  4. Click Add people if you want to add additional Workspace members.

    • Note: Guests do not have access to Spaces.

  5. Click Save.

 

Transfer ownership of a private Space

By default, a private Space is only accessible to the person who made it private.

Owners and admins can transfer ownership of a private Space if:

 

Make a Folder or List private

To make a Folder or List private:

  1. In the left sidebar, click the ellipsis ... next to a Folder or List.

  2. Select Sharing & Permissions.

  3. Click Make Private.

  4. Use the search bar at the top to add new or existing users to the Folder or List.

  5. Set user permissions by clicking Full and selecting from the options.

Screenshot of the Folder sharing modal highlighting the permissions available

 

Make a task private

To make a task private:

  1. Open a task.

  2. Click Share.

  3. Click Make Private.

  4. Use the search bar at the top to add new or existing users to the Folder or List.

  5. Set user permissions by clicking Full and selecting from the options.

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