Setting Privacy on Files

I would like to be able to set files as visible to my team or not. I want my team to be able to see the project, but not see some of the more sensitive files that I attach to the project.

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Comments

5 comments
  • Hi Wendy,

    Please review Insightly's new Advanced Permissions feature.  

    Let us know if we answered your question.

    Thank you,

    Micah

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  • We are experiencing the same thing.  We want some files set to private and the rest visible to everyone.  This would be a great feature.

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  • I second this. Before the interface change, we would be able to attach files to notes and set the viewing permissions on the note, but now you can't attach files to notes.  The solution would be to have the same viewing permissions options on 'files' that 'notes' have. 

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  • I agree with this!! I would love to be able to have permissions on files!

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  • Count me in as a customer who needs this.

     

    We want customer support to see customer info and even email history, but not quotes in the files section.

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