Holarch

Working with Others

Sharing and Roles

Who can open a project and what each person may do in it. Every project has at least one owner.

Where to find it

  • Share in the top bar of an open project, ⌘K → Share Project…, or Share Project… in the project switcher.

Main actions

  • Owner: everything an editor does, plus inviting people, changing roles, removing members, transferring ownership, deleting the project and restoring it from the Trash.
  • Editor: edits all content, restores earlier versions and exports. Editors do not manage sharing.
  • Viewer: reads and exports. The page shows a View only banner; fields read as plain text, edit controls, comments and the AI control are turned off, and any change is refused with “View only: ask an owner for edit access.”
  • Transfer ownership: ⋯ next to a member → Make Owner and Transfer…. Choose your own access afterwards: Editor, Viewer or no access.
  • Leave a project: ⋯ next to your own name → Leave Project…. The last owner cannot leave; transfer ownership first.
  • Organization: owners choose under Organization which of their organizations the project belongs to. The organization's settings then apply to the project; for example, its administrators can turn AI off. Belonging to an organization gives its members no access to the project.

Tips

  • A project you cannot open looks the same as one that does not exist. Ask an owner to invite you.
  • Roles apply per project. Being an owner of one project gives no access to another.
  • Site administrators can transfer ownership of any project, for example when its owner leaves. They see a project's name, members and size, but not its content.

Related

Share a Project with Your Team · Your Account · Organization Settings · Data You Must Not Store Here