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Project member permissions

Set Full access or Read only for project members, manage invites in Edit project, and understand Project sharing vs Public visibility.

Written by Ellen Kajca

Project member permissions control who can edit a project versus who can view and comment. You set these in Edit project, not from the project header.

Two levels: Full access and Read only

  • Full access — Members can usually view and edit actions in the project (create, update, reassign, delete). Some actions may still be hidden or restricted by settings such as Client mode or private actions.

  • Read only — Members can view actions, leave comments, and be assigned to actions. They generally cannot reassign actions, edit action details, add actions, or delete actions.

Read-only members can still participate in proofing and approvals when those features are available on an action.

Read-only members see an orange banner at the top of the project: “You are viewing this project as a read-only member.”

Actions assigned to a read-only member still appear in Home.

Open project members and permissions

To manage members and permission levels:

  1. Open the project.

  2. Click More (⋯) on the right side of the project header.

  3. Select Edit project.

  4. Open Members to invite people or teams and set Full access or Read only.

  5. Open Permissions for project sharing, who can edit members, and access/visibility.

Invite members or teams

In Edit project → Members, search for a person or team and add them. Set each person or team to Full access or Read only. Teams can also be added as read-only teams.

Placeholders

To add or edit placeholders for the project, open More → Edit project and use the placeholders section.

Permissions (sharing vs visibility)

In Edit project → Permissions, these settings are separate:

  • Project sharing

    • Everyone in [workspace] — Everyone in the workspace is a project member (full membership for the workspace roster).

    • Only invited members — Only people and teams you add are members.

  • Who can edit members

    • Any project member — Members who can edit the project can invite people and change permission levels.

    • Project owner only — Only project owners can invite members and change permission levels.

  • Access and visibility

    • Only project members — Hidden from the rest of the workspace. Only members can open it.

    • Public to workspace — Anyone in the workspace can find and open the project without being a member. Non-members get read-only access. Public does not grant full edit access.

More detail: Project access.

Tip: If you want everyone in the workspace to edit the project, use Project sharing → Everyone. If you only want people to be able to open and view it, use Access and visibility → Public to workspace.

Client mode

When Client mode is enabled for a project, external users may see a more limited set of actions (for example, only actions shared with them). Full-access membership alone does not always mean every action is visible to every member.

Workspace roles and project lists

Workspace roles (such as Admins, Members, Restricted members, and External users) are separate from project Full access / Read only. Project permission still depends on membership, sharing, and visibility settings.

To see how many projects a user is on, open your profile menu → Workspace settingsManage users. Click the project count to open the list of projects they belong to.

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