Managing Permissions

You can manage document permissions in NocoDocs from three places:

• The toolbar menu
• The sidebar context menu
• The permissions management page in project settings

Quick Permission Dialog

Set permissions from the document that you have open:

1. Open the document in the editor.
2. Click the ⋮ menu in the top-right corner of the editor.
3. Select Document permissions.

4. In the dialog, set:
   • Document Visibility: Select who can view this page.
   • Document Editing: Select who can edit this page.
5. Select a new permission level. NocoDocs saves the change automatically.

You can also open the dialog from the sidebar. Right-click a document and select Document permissions.

Permissions Management Page

To see the permissions of all documents in a project:

1. Open Project Settings from the project menu.
2. Go to Manage → Data Permissions.
3. Open the Docs tab. The page shows a table of all documents, with the columns Document Visibility and Document Editing.

On this page, you can do these tasks:

Setting a Permission

To select a permission level:

1. For the document, click the permission dropdown (Visibility or Editing).

2. Select a level:

   Level	Who has access
   Creators & up	Members with the Creator or Owner role.
   Editors & up	Members with the Editor, Creator or Owner role.
   Viewers and up	Members with the Viewer, Commenter, Editor, Creator or Owner role. A (DEFAULT) label shows the current default.
   Specific users	Only the members that you select.
   Nobody	Nobody, except the project Owner.

3. NocoDocs saves the permission immediately.

Granting Access to Specific Users

When you select Specific users:

1. A member selector opens. It shows a list of project collaborators.
2. To find a user, use the Search member field.
3. To give access to a user, select the user. To remove access, clear the user.
4. To select or clear all users, use Select all or Clear all.

Resetting Permissions

Reset a Single Document

To remove the explicit permission from one document and use the inherited value again:

1. Open the quick permission dialog for the document.
2. Click Reset to default at the bottom of the dialog.
3. The document inherits its permission from the nearest parent with an explicit setting. If no parent has one, the project defaults apply.

Reset All Documents

To remove all custom permissions from all documents in the project:

1. Open Project Settings > Manage > Data Permissions.
2. Select the Docs tab.
3. Click the Reset to default button in the top-right corner. A confirmation dialog opens: "This will remove all custom document permissions and revert every page to default access. This action cannot be undone."
4. Click OK.

Availability

• Document permissions require the Enterprise plan on Cloud, or an Enterprise license on self-hosted deployments. Only project Owners and Creators can manage permissions.

Related

• Document Permissions: Overview of permission types and levels.
• Permission Inheritance: How child documents get permissions from parent documents.