Manage project access

Folder and project access controlManage access to workspace fields, tags and templates
Manage access to workspace tags and fieldsGet startedLock your taxonomyMust be available to allManage access to templates

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Manage access to workspace fields, tags and templates

Manage access to workspace tags and fields

Team, Business and Enterprise

This feature is only available on Team, Business and Enterprise plans. Check out our pricing page for more information about our plans available.

Pricing page

Workspace tags and workspace fields have very similar access control features to projects. However, in an workspace fields and workspace tags, users with view only access can still contribute. This allows you to open up contribution, without giving everyone the ability to modify the tags or fields themselves (e.g. change the name or create new ones).

Get started

To control access to an individual workspace field or workspace tag board:

  1. Open the workspace field or workspace tagboard.

  2. Click Share.

  3. Type users names to add them to the board, or click the drop down for a user to change their access.

Lock your taxonomy

A common use case for workspace fields and workspace tags is to create a global taxonomy of tags and fields. You can allow people to contribute to your taxonomy, while disallowing the ability for them to modify the tags or fields themselves. In other words, you can ‘lock down’ management of the taxonomy while still allowing people to contribute to it.

To do this, set the workspace access to Can view. This will allow people to extend their project (and thus contribute to the tags and fields), without actually being able to modify the tags and fields.

Must be available to all

Workspace tags and workspace fields must be viewable by everyone in the workspace, and cannot be hidden from the workspace by setting workspace or user access to No access.

Manage access to templates

Only workspace admins can create and edit project templates. Users can create a project from a template, but cannot modify the original template. Viewers cannot create projects at all, so they won’t be able to use templates.

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Benjamin Humphrey

Co-founder / CEO

Article info

Last updated 16 May 2023

2 min read

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