Teams & permissions

Organizations, roles, groups, per-document access, and the admin area.

8 articles

Organizations explained

The difference between your personal vault and a shared team organization.

3 min read

Invite your team

Add members by email, assign a role, and understand how seats are billed.

3 min read

Roles and permissions

The built-in Owner, Admin, and Member roles, and custom permission matrices.

4 min read

Groups

Bundle members into named groups and grant access by team, not person.

3 min read

Change roles, remove members, and ownership

Adjust who can do what, hand over ownership, and the last-owner safeguard.

3 min read

Restricting a document to specific people

Lock a sensitive file down when org-shared-by-default isn't right.

3 min read

The organization admin area

Usage, insights, processing, retention, and settings for Owners and Admins.

3 min read

Activity feed and audit log

See recent document changes, and, on Business, a full record of admin actions.

3 min read

Other topics

Getting startedCapturing & uploadingOrganizing your vaultSearch & OCRReminders & automationSharing & linksE-signaturesSecurity & privacyAccount & billingApps & devicesDeveloper platform & API

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