Teams & permissions

Organizations, roles, groups, and per-document access.

7 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 activity feed

See recent document changes across your organization in one timeline.

3 min read

Other topics

Getting startedCapturing & uploadingOrganizing your vaultSearch & OCRSharing & linksE-signaturesSecurity & privacyAccount & billingThe web app

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