Set viewing or editing permissions

Set viewing or editing permissions in Google Docs — with the four heights of help laid out: do it now, make it easier for the next person to accept, work out the right move when you are stuck, and learn the pattern so it stops coming back.

4prompt heights
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The four heights

The same task, four distances: today's deadline, the next reviewer, the stuck moment, the pattern.

Execute — do the immediate task

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Restrict the research brief so the policy team can comment but not edit, and grant Alex, the…
Restrict the research brief so the policy team can comment but not edit, and grant Alex, the communications lead, edit rights so he can incorporate graphics. Apply those permissions now and confirm with Alex and the policy lead before 3pm today.

Improve — make it easier to accept

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Before I lock permissions, make it obvious who can do what: put a short permission legend at the…
Before I lock permissions, make it obvious who can do what: put a short permission legend at the top of the doc, explain why some sections are edit-locked, and highlight any paragraphs that will be locked to edits so reviewers aren’t surprised.

Decide — diagnose the stuck moment

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I changed the permissions so only Alex and Priya are editors but several stakeholders say they…

I set editors but people report they can’t leave comments.

I changed the permissions so only Alex and Priya are editors but several stakeholders say they can’t leave comments. I’m worried I misapplied a setting that blocks commenting and I can’t tell who needs full comment rights. What likely permission is blocking comments and what precise change will restore commenting for the stakeholders without opening edit access?

Become — change the pattern

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Every quarter we lock down documents to protect drafts and then scramble when stakeholders can’t…

We repeatedly misconfigure sharing and block needed feedback.

Every quarter we lock down documents to protect drafts and then scramble when stakeholders can’t comment or add figures. Where do we consistently make mistakes — default permission choices, lack of a sharing checklist, or unclear roles — and which single habit, applied to every draft, will prevent both accidental exposure and lost feedback?

Next to this one

Other word processor work people do in Google Docs.

Every task here came from the work, not from a feature list — which is why the prompts name what you want done and never the button that does it. The tool changes; the work does not.
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The rest of the map

Same library, five ways in.