Document Security (Reference)
Only the user who added the project document can modify its security policy.
Three document security policies are available:
- Personal - A personal document can be viewed, modified, or deleted only by the user who added it to the project.
Note - Although it is associated with a project, a personal policy document does not appear in the list of project documents for any team member except the document owner.
- Shared - A shared document can be viewed, modified, or deleted by any project team member.
- Read-Only - A read-only document can be viewed by any project team member, but team members cannot modify or delete it.
Last Published Wednesday, January 7, 2026