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Overview

Projects in Go Fig are private workspaces containing workflows, dashboards, tables, and connectors. By default, projects are private—only you can access them. Project sharing allows you to grant specific team members access to collaborate. Key Concepts:
  • Private by Default: New projects only accessible to creator
  • Granular Permissions: Assign Viewer, Editor, or Owner roles
  • Flexible Access: Add/remove users and change permissions anytime
  • Project-Level Sharing: Grants access to ALL content within project
Sharing a project grants access to ALL content within (workflows, dashboards, tables, connectors). For sharing dashboards publicly or exporting them, see Dashboard Sharing.

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Project Permission Levels

PermissionView ContentEdit ContentCreate AssetsManage SharingDelete Project
Viewer✅❌❌❌❌
Editor✅✅✅❌❌
Owner✅✅✅✅✅

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Viewer

Purpose: Read-only access for stakeholders who need visibility without editing rights. Can Do: View content, run workflows, apply dashboard filters, export data, add comments Best For: Executives reviewing dashboards, stakeholders validating analysis, external auditors

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Editor

Purpose: Full collaboration access for team members actively working on the project. Can Do: Everything a Viewer can do, plus edit workflows/dashboards, create new assets, configure connectors Cannot Do: Share project, change permissions, transfer ownership, delete project Best For: Data analysts collaborating on workflows, dashboard designers, active contributors

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Owner

Purpose: Full administrative control over the project and its sharing. Can Do: Everything an Editor can do, plus share project, change permissions, transfer ownership, delete project Ownership Rules:
  • Every project has exactly one Owner
  • Ownership can be transferred to another user
  • Previous Owner becomes Editor automatically after transfer
  • If Owner leaves organization, ownership transfers to team admin

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How to Share a Project

1

Open project settings

Navigate to project and click Share button in top-right corner, or ”•••” → “Share Project”.
2

Invite users by email

Enter team member’s email address, select permission level (Viewer, Editor, or Owner), optionally add a personal message, and click “Send Invitation”. User receives email notification with direct link to project.
3

Manage existing users

Change Permissions: Click role dropdown next to user to change permission levelRemove Access: Click ”×” to revoke user’s accessResend Invitation: Click “Resend” if user hasn’t accepted

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Bulk Sharing

For projects with many collaborators:
1

Open bulk share dialog

In sharing dialog, click “Bulk Add Users”.
2

Add multiple users

Enter multiple email addresses (one per line or comma-separated) and assign default permission level.
sarah@company.com, Editor
mike@company.com, Editor
jennifer@company.com, Viewer
3

Confirm

Review users and click “Confirm” to send all invitations at once.

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Managing Project Access

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Changing User Permissions

1

Open sharing dialog

Click Share or Manage Access on project.
2

Update permission

Find user in “Shared with” list and click their permission dropdown. Select new permission level.
3

Save

Click “Save”. User receives notification about updated access level.

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Removing Users

1

Open sharing dialog

Click Share or Manage Access on project.
2

Remove user

Find user and click ”×” or “Remove” button.
3

Confirm

User immediately loses access and receives notification. Project disappears from their “Shared with Me” list.
Removing a user does NOT delete their past contributions (workflows, dashboards, comments). It only prevents future access.

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Transferring Ownership

1

Open transfer dialog

As current Owner, navigate to project and click ”•••” → “Transfer Ownership”.
2

Select new owner

Choose user to transfer ownership to. They must already have project access (Editor or Viewer).
3

Confirm transfer

Review implications:
  • New user becomes Owner with full administrative control
  • You become Editor (retain access, lose ownership privileges)
Click “Confirm Transfer” to complete.

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Finding Shared Projects

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Viewing Projects Shared with You

Navigate to Projects → Shared with Me tab to see all projects shared with you. Filtering:
  • Filter by permission level (Viewer, Editor, Owner)
  • Filter by owner who shared with you
  • Search by project name or description

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Accepting Project Invitations

When someone shares a project with you:
  1. Receive email invitation with direct link
  2. Click link to view project details
  3. Click “Accept Invitation” to access project
  4. Project appears in “Shared with Me” section
Declining Invitations: Click “Decline” if you don’t need access. You can be re-invited later if needed.

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Project Sharing vs. Publishing

AspectProject SharingPublishing to Team Pages
VisibilitySpecific invited users onlyAll team members
ScopeEntire project (all contents)Individual dashboards/workflows
Access TypeCustomizable (Viewer/Editor/Owner)View-only (read-only)
Use CaseCollaborative work on projectsBroad distribution of final analysis
Best Practice: Use project sharing during development, then publish final dashboards/workflows to Team Pages for broad consumption.

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Best Practices

Start with Viewer permission: Grant minimum access needed, upgrade to Editor only when necessary.
Document sharing decisions: Add notes when sharing explaining why and what role the user should play.
Regular access reviews: Quarterly review of shared projects to remove users who no longer need access.
Transfer ownership proactively: When leaving a project, transfer ownership before your departure to avoid disruption.
Use bulk sharing for teams: When sharing with entire teams, use bulk sharing to save time and ensure consistency.