For the complete documentation index, see llms.txt. This page is also available as Markdown.

Asset Visibility

Control which project members can see meetings, emails, and reports within a project.

Asset visibility determines which project members can see content (meetings, emails, reports) within a project. Org owners and admins set a default at the organization level; individual projects can optionally override it.

Visibility Modes

Mode
What members see

Full

All members see all content in the project.

Owner

Project owners and leads see all content. Other members see only their own.

Restricted

Everyone (including owners and leads) sees only content they own or participated in.

The default mode is Full.

Org-Level Setting

Org owners and admins can set the default visibility mode for all projects in the Asset Visibility section of Organization Settings > Projects. This applies to all projects unless a project-level override is set.

Project-Level Override

If the org allows overrides, project owners can set a different visibility mode for their individual project under Project Settings > Asset Visibility.

Viewer Role

The asset visibility mode also applies to Viewers. In Full mode, Viewers see all project content. In Owner or Restricted mode, Viewers only see content they own or participated in, the same rules as any other member who isn't an owner or lead.

Last updated

Was this helpful?