---
title: How Do I Share and Restrict Access to Projects, Documents, Folders and Templates?
description: Learn more about setting and managing access policies in Precisely
---

[Skip to content](https://help.precisely.se/en/articles/1982368-how-do-i-share-or-restrict-access-to-a-document-folder-or-template#main-content)

[![Precisely\_logo\_black-1](https://help.precisely.se/hs-fs/hubfs/Precisely_logo_black-1.png?width=116&height=40&name=Precisely_logo_black-1.png)](https://preciselycontracts.com/)

Open main navigation

Close main navigation

- [Go to preciselycontracts.com](https://preciselycontracts.com/)

[Go to preciselycontracts.com](https://preciselycontracts.com/)

 Hello! How can we help you?

- There are no suggestions because the search field is empty.

1. [Help Center](https://help.precisely.se/en?hsLang=en)
2. [Control & Compliance](https://help.precisely.se/en/control-compliance?hsLang=en)
3. [Access & Permissions](https://help.precisely.se/en/control-compliance?hsLang=en#access-permissions)

# How Do I Share and Restrict Access to Projects, Documents, Folders and Templates?

## Learn more about setting and managing access policies in Precisely

Sharing as well as limiting access to documents, folders, and templates is done using access policies. There are four levels of user access; *Me and Admins, Selected teams, and* *Everyone in the organization.*

- **Me and admins / Me and users with inherited access** means that only you have access to the item, together with admins and, if applicable, [users with inherited access](https://help.precisely.se/en/articles/5875396-what-is-inherited-access-to-projects-and-documents?hsLang=en).
- **Selected teams** means that only the [teams](https://help.precisely.se/en/articles/389424-inviting-and-setting-up-your-team?hsLang=en) that you choose have access to the item.
- **Everyone in the organization** means that everyone within your Precisely organization has access to the item.

![Screenshot 2022-07-26 at 14.34.46](https://help.precisely.se/hs-fs/hubfs/Screenshot%202022-07-26%20at%2014.34.46.png?width=688&name=Screenshot%202022-07-26%20at%2014.34.46.png)

### Changing Access Policies on Projects, Documents, and Templates

<iframe src="https://www.loom.com/embed/1749bad2528f45729e94c4ab9a18e2b7?sid=21fa4591-082f-4080-9f90-5d0366c24842" frameborder="0" webkitallowfullscreen="" mozallowfullscreen="" allowfullscreen style="position: absolute; top: 0; left: 0; width: 100%; height: 100%;"></iframe>

To change the access policy of a contract, project, or template, simply

1. Click *Draft & Sign*, *Archive,* or *Templates* in the top menu, depending on what item you wish to change the access policy of,
2. Click the specific project, contract, or template that you wish to change the access policy of,
3. Click *Change access policy* under *Settings* on the left-hand side, select who gets to access the item, and click the blue *Save* button.

![Screenshot 2022-07-26 at 14.35.05](https://help.precisely.se/hs-fs/hubfs/Screenshot%202022-07-26%20at%2014.35.05.png?width=688&name=Screenshot%202022-07-26%20at%2014.35.05.png)

**Note:** If you choose *Selected teams* as the access policy, you will be asked to select which teams can access the project, contract, or template before clicking the blue *Save* button.

### Changing Access Policies on Folders and Subfolders

<iframe src="https://www.loom.com/embed/eae97117cd7d4664a592d05226cb47d7?sid=ae12fe5a-6344-40de-bf84-311ed0ee4bf7" frameborder="0" webkitallowfullscreen="" mozallowfullscreen="" allowfullscreen style="position: absolute; top: 0; left: 0; width: 100%; height: 100%;"></iframe>

To change the access policy of a folder or subfolder, simply

1. Click *Archive* in the top menu,
2. Click the *Options* button (the three dots) next to the folder that you wish to change the access policy of,
3. Click *Access policy* and choose who can access the folder 
4. Choose which level the changes should apply to and click the blue *Save* button.

![](https://help.precisely.se/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio440659801bff9d31eac8b8617ef0fd40fScreenshot+2021-12-29+at+10.52.04-Feb-09-2022-07-01-11-84-AM.png)

 

When applying changes to the access policies of folders in the archive you have the option to automatically apply changes to:

a) All subfolders and documents within the folder **or**

b) Only the documents directly stored in the folder (**not** the subfolders or their contents)

![](https://cloud.headwayapp.co/changelogs_images/images/big/000/128/930-253c8a3aadcc53886b33f8932ea591b0419eef25.png)

How to Give Access to Selected Teams

If you choose *Selected teams* as an access policy, you will be asked to select which team(s) should have access before clicking the blue *Save* button. **[Click here to learn more about creating teams](https://help.precisely.se/en/articles/389424-inviting-and-setting-up-your-team?hsLang=en)**.

 

![](https://help.precisely.se/hs-fs/hubfs/Screenshot%202024-06-10%20at%2010-50-37-png.png?width=450&height=510&name=Screenshot%202024-06-10%20at%2010-50-37-png.png)

<iframe src="https://www.loom.com/embed/596967166df043ae8161949892c84674?sid=b8af3aa4-158a-4eec-9f8d-0a1b8de4ce7a" frameborder="0" webkitallowfullscreen="" mozallowfullscreen="" allowfullscreen style="position: absolute; top: 0; left: 0; width: 100%; height: 100%;"></iframe>

### How to Share Individual View-Only Access to Documents

You can grant view-only access to specific users directly from the **Archive**, without needing to share a folder or add them to a team. This allows you to provide limited, view-only access to individual documents quickly and securely.

**View-only access** means the user can read the document content but cannot edit or take any action on it.

### Steps to Share View-Only Access

1. Open the document’s **Access Policy** settings in the Archive.
2. Under **Add individual users**, select a user from the dropdown menu.
3. Click **Add** to grant them view-only access.
4. Click the blue **Save** button to confirm the changes.

![](https://help.precisely.se/hs-fs/hubfs/Screenshot%202025-06-13%20at%2011-51-04-png.png?width=480&height=371&name=Screenshot%202025-06-13%20at%2011-51-04-png.png)

Once access is shared, the user will receive an email notification with a direct link to the document.

 

- [The Precisely Platform: Key Features & Tools](https://help.precisely.se/en/the-precisely-platform-key-features-tools?hsLang=en)
- [Automated Templates & Documents](https://help.precisely.se/en/automated-templates-documents?hsLang=en#main-content)

    - [Building & Managing Templates](https://help.precisely.se/en/automated-templates-documents?hsLang=en#building-managing-templates)
    - [Working with References](https://help.precisely.se/en/automated-templates-documents?hsLang=en#working-with-references)
    - [Conditional Logic & Automation](https://help.precisely.se/en/automated-templates-documents?hsLang=en#conditional-logic-automation)
    - [Formatting & Content Styling](https://help.precisely.se/en/automated-templates-documents?hsLang=en#formatting-content-styling)
    - [Collaboration & Negotiation](https://help.precisely.se/en/automated-templates-documents?hsLang=en#collaboration-negotiation)
    - [Document Management & Versioning](https://help.precisely.se/en/automated-templates-documents?hsLang=en#document-management-versioning)
    - [Precisely Archive](https://help.precisely.se/en/automated-templates-documents?hsLang=en#precisely-archive)
- [Control & Compliance](https://help.precisely.se/en/control-compliance?hsLang=en#main-content)

    - [Access & Permissions](https://help.precisely.se/en/control-compliance?hsLang=en#access-permissions)
    - [Approval Automation](https://help.precisely.se/en/control-compliance?hsLang=en#approval-automation)
    - [Monitoring & Logs](https://help.precisely.se/en/control-compliance?hsLang=en#monitoring-logs)
    - [Reviewer Permissions & Notifications](https://help.precisely.se/en/control-compliance?hsLang=en#reviewer-permissions-notifications)
    - [Security & Authentication](https://help.precisely.se/en/control-compliance?hsLang=en#security-authentication)
    - [Template & Draft Control](https://help.precisely.se/en/control-compliance?hsLang=en#template-draft-control)
- [Precisely's AI Features](https://help.precisely.se/en/preciselys-ai-features?hsLang=en#main-content)

    - [Precisely's AI Assistant](https://help.precisely.se/en/preciselys-ai-features?hsLang=en#preciselys-ai-assistant)
- [FAQs & Troubleshooting](https://help.precisely.se/en/faqs-troubleshooting?hsLang=en#main-content)

    - [Getting Started & Account Settings](https://help.precisely.se/en/faqs-troubleshooting?hsLang=en#getting-started-account-settings)
    - [Draft & Sign](https://help.precisely.se/en/faqs-troubleshooting?hsLang=en#draft-sign)
    - [E-Signing](https://help.precisely.se/en/faqs-troubleshooting?hsLang=en#e-signing)
    - [Users & Permissions](https://help.precisely.se/en/faqs-troubleshooting?hsLang=en#users-permissions)
    - [Language Settings](https://help.precisely.se/en/faqs-troubleshooting?hsLang=en#language-settings)
    - [General Information](https://help.precisely.se/en/faqs-troubleshooting?hsLang=en#general-information)
- [Integrations](https://help.precisely.se/en/integrations?hsLang=en#main-content)

    - [Precisely's API](https://help.precisely.se/en/integrations?hsLang=en#preciselys-api)
    - [Precisely's Microsoft Outlook Integration](https://help.precisely.se/en/integrations?hsLang=en#preciselys-microsoft-outlook-integration)
    - [Custom SMTP](https://help.precisely.se/en/integrations?hsLang=en#custom-smtp)
- [Electronic Signature](https://help.precisely.se/en/electronic-signature?hsLang=en#main-content)

    - [Signing Providers & Methods](https://help.precisely.se/en/electronic-signature?hsLang=en#signing-providers-methods)
    - [National eID Integrations](https://help.precisely.se/en/electronic-signature?hsLang=en#national-eid-integrations)
- [Pricing, Privacy & Terms](https://help.precisely.se/en/pricing-privacy-terms?hsLang=en)
- [New in Precisely](https://help.precisely.se/en/new-in-precisely?hsLang=en)

[![Chill listening crop-3](https://help.precisely.se/hubfs/Precisely_logo_black.svg "Chill listening crop-3")](https://www.preciselycontracts.com)

Precisely's Help Center

Copyright © 2025, Precisely AB