Sharing & access

Sharing & access 

Multi-tenant organizations with role-based permissions, per-user document shares, and controlled public links for vendors and external reviewers.

01

Organizations & roles

Each customer is an isolated organization with Owner, Admin, Member, and Viewer roles, plus custom roles with granular permissions.

Used byEnterprise IT, Multi-office contractors
  • Multi-tenant data isolation enforced on every API call
  • Invite members by email with role assignment
  • Custom roles with tunable permission sets
  • SuperAdmin support for platform operators
02

Per-user & public share links

Grant view, comment, or edit access to specific users, or create tokenized public links with download, print, watermark, and expiry controls.

Used bySubcontractor coordination, Vendor submittals
  • Document shares: view / comment / edit tiers
  • Public links with configurable permissions and expiry
  • Optional watermark and download/print restrictions
  • Vendor upload portal via edit-permission links
Sharing & access screenshot

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