1. Who can view or edit a newly created document?
- When you create a document under My Docs, only you can view or edit it by default.
- When you create a document in a Knowledge Base, all members of the Knowledge Base can view it by default. Their permissions on this document are inherited from the Knowledge Base’s “Members and permissions” settings, and can be modified or removed.
- When you create a sub-document under an existing document, all collaborators of the parent document can view it by default (go to “More - Manage permissions” to see all collaborators of the document). Their permissions on the sub-document are inherited from the parent document, and can be modified or removed.
2. How to invite collaborators to view or edit a document together?
For any document, if you want to share it with others for joint viewing or editing, you can invite them as collaborators and grant the corresponding permissions.- Click “Share”, and in the “Invite collaborators” search box, search directly for users, groups, departments, or roles to add them as collaborators.
- Click “Manage permissions” to view all collaborators of the current document. Click “Add collaborators” to add more people as collaborators.
3. How to modify collaborator permissions?
- Go to “More - Manage permissions” or “Share - Manage permissions”. In the “All collaborators” list, you can modify a collaborator’s permissions or remove them.
- Knowledge Base admins have manage permissions on the document by default, which cannot be modified.
4. How to make a document public to everyone in the organization?
- Turn on “Public within organization”, and all users in the organization can view this document without being added as collaborators.
- After turning on “Public within organization”, you can further configure the permissions for all users in the organization.