Overview

Docs permissions decide who can read, write, publish, and administer knowledge — across every space in the workspace, with per-space team restrictions layered on top.

Pages in this section

• Docs access & sharing — roles, space visibility, share links, and locks.

• Module access control — Docs and Projects are available to every member; CRM, Support, and Automation are granted by team or member.

The mental model

1. Module access — Docs is available to every workspace member; module access only gates CRM, Support, and Automation.

2. Workspace role — Viewer / Member / Admin / Owner determines your Docs permissions.

3. Space visibility — a space can be workspace-wide or restricted to specific teams.

4. Document flags — share links and edit locks apply at the document level.

Quick reference

• Read all visible docs: Viewer, Member, Admin

• Create & edit docs: Member, Admin

• Publish internally: Member, Admin

• Publish to the public help center: Admin

• Administer spaces & redirects: Admin

• Import content: Admin

Owners have the same Docs capabilities as admins. Read on in Docs access & sharing for the permission breakdown and sharing mechanics.