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Sharing a project and managing visibility

Why can't a colleague see a project, and how to manage who sees what through roles and assignments.

A colleague can't see a project or documents? It's almost always a matter of role and assignment.

How visibility works

  • The Owner and Manager see and manage projects within their scope.
  • A User only accesses content they are assigned to.

Sharing a project

  1. Check the person is a member of your organisation (if not, invite them).
  2. Give them the right role (Manager to manage, User to contribute).
  3. Assign them the relevant project or questions so they can access it.

Still stuck?

Contact our team via the chatbot at the bottom right of the app: we'll help you get unblocked.