View Only

Use the View Only role for people who need to read workspace content without commenting, uploading, or making changes.

The View Only role provides read-only workspace access. It lets people review progress and discussions without changing content.

Permissions

View Only users can:

  • View all records and discussions in the workspace.
  • Review work progress and status.

Limitations

View Only users cannot:

  • Add, edit, or delete content.
  • Comment or participate in discussions.
  • Invite people to the workspace.
  • Change workspace settings.
  • Create or change records.
  • Upload files.

When to use this role

Use the View Only role for:

  • Stakeholders who track progress without contributing.
  • Clients who monitor workspace activity.
  • Auditors or compliance officers who review activity and history without changing information.

Assign the role

A new user can be invited as View Only by a Workspace Owner, Project Administrator, Team Member, or Client. Only a Workspace Owner or Project Administrator can change an existing member’s role.

  1. Open People in the workspace.
  2. Add the person.
  3. Assign View Only.