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Projects access control and visibility

May 14, 2026

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Access control within Projects defines what each user can view, create, modify, or delete across resources such as files, requests, comments, and tasks. Visibility ensures users only see the content that’s relevant to their role and assigned responsibilities, maintaining structured collaboration and data security.

ShareFile Projects include four primary user roles, each with its own level of access and visibility. Projects also support two visibility modes:

Full View: This view enables the user to see everything in the project you have access to.
Limited View: This view enables the user to see and act only on what’s assigned to you.

Project roles

Role	Who They Are	What They Can Do
Owner	The person who creates or manages the project.	Has full control - can create, edit, delete, and share everything.
Team Member	An internal collaborator	Can view and work on shared resources (requests, files, tasks).
Employee	An internal team user	Can either have Full View (see all content) or Limited View (see only assigned items).
Client	External partner or customer	Can only see or act on what’s directly shared or assigned to them.

The Project Owner:

Has full access to all project content.
Can create, edit, and delete files, tasks, requests, and tables.
Can share and manage access for others.
Can export or download all content.

The Team Member:

Can view all content in the project.
Can create or update resources shared with them (like files or tasks).
Cannot delete or share the project.

The Employee Member with Full View permissions:

Can view all project content, including requests, tasks, and files.
Can add comments.
Cannot modify, delete, or share content.

The Employee Member with Limited View permissions:

Can view only assigned requests, files, or tasks.
Cannot create or modify content.

The Client with Full View permissions:

Can view and respond to document or information requests.
Can view comments and signed documents returned to the project.

The Client with Limited View permissions:

Can access only assigned items (e.g., a single task or document request).
Cannot upload or view unassigned files or folders.

Access and Permissions Summary

Action	Owner	Team Member	Employee(Full)	Employee(Limited)	Client(Full)	Client(Limited)
View Project	Yes	Yes	Yes	Yes	Yes	Yes
Upload Files	Yes	Yes	Yes	No	Yes	No
Create/Edit Requests	Yes	Yes	No	No	No	No
Add Comments	Yes	Yes	Yes	No	Yes	No
Assign/Complete Tasks	Yes	Yes	No	No	Yes	Yes (if assigned)
Download Files	Yes	Yes	No	No	Yes	Yes

The official version of this content is in English. Some of the Cloud Software Group documentation content is machine translated for your convenience only. Cloud Software Group has no control over machine-translated content, which may contain errors, inaccuracies or unsuitable language. No warranty of any kind, either expressed or implied, is made as to the accuracy, reliability, suitability, or correctness of any translations made from the English original into any other language, or that your Cloud Software Group product or service conforms to any machine translated content, and any warranty provided under the applicable end user license agreement or terms of service, or any other agreement with Cloud Software Group, that the product or service conforms with any documentation shall not apply to the extent that such documentation has been machine translated. Cloud Software Group will not be held responsible for any damage or issues that may arise from using machine-translated content.

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Projects access control and visibility

May 14, 2026

Contributed by:

May 14, 2026

Contributed by:

Projects access control and visibility

Project roles

Access and Permissions Summary

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