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54 lines
3.7 KiB
Plaintext
54 lines
3.7 KiB
Plaintext
---
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title: Document Visibility
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description: Learn how to control the visibility of your team documents.
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---
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import { Callout } from 'nextra/components';
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# Document Visibility
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The default document visibility option allows you to control who can view and access the documents uploaded within a team.
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This value can either be set in the [document preferences](/users/documents/document-preferences), or when you [create the document](/users/documents/send-document)
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## Document Visibility Options
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The document visibility can be set to one of the following options:
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- **Everyone** - The document is visible to all team members.
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- **Managers and above** - The document is visible to team members with the role of _Manager or above_ and _Admin_.
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- **Admin only** - The document is only visible to the team's admins.
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The default document visibility is set to "_EVERYONE_" by default. You can change this setting by going to the [document preferences page](/users/documents/document-preferences) and selecting a different visibility option.
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## How it works
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- If a user with the "_Member_" role creates a document and the default document visibility is set to "_Everyone_", the document's visibility is set to "_EVERYONE_".
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- The user can't change the visibility of the document in the document editor.
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- If a user with the "_Member_" role creates a document and the default document visibility is set to "_Admin_" or "_Managers and above_", the document's visibility is set to the default document visibility ("_Admin_" or "_Managers and above_" in this case).
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- The user can't change the visibility of the document in the document editor.
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- If a user with the "_Manager_" role creates a document and the default document visibility is set to "_Everyone_" or "_Managers and above_", the document's visibility is set to the default document visibility ("_Everyone_" or "_Managers and above_" in this case).
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- The user can change the visibility of the document to any of these options, except "_Admin_", in the document editor.
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- If a user with the "_Manager_" role creates a document and the default document visibility is set to "_Admin_", the document's visibility is set to "_Admin_".
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- The user can't change the visibility of the document in the document editor.
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- If a user with the "_Admin_" role creates a document, and the default document visibility is set to "_Everyone_", "_Managers and above_", or "_Admin_", the document's visibility is set to the default document visibility.
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- The user can change the visibility of the document to any of these options in the document editor.
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You can change the visibility of a document at any time by editing the document and selecting a different visibility option.
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<Callout type="warning">
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Updating the default document visibility in the team's general preferences will not affect the
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visibility of existing documents. You will need to update the visibility of each document
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individually.
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</Callout>
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## A Note on Document Access
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The `document owner` (the user who created the document) always has access to the document, regardless of the document's visibility settings. This means that even if a document is set to "Admins only", the document owner can still view and edit the document.
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The `recipient` (the user who receives the document for signature, approval, etc.) also has access to the document, regardless of the document's visibility settings. This means that even if a document is set to "Admins only", the recipient can still view and sign the document.
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