Collaborate in Folders

plan support

Only in Essential/ Business Plan and above

Folder Access Rules

Creating a New Folder

You can create a new folder directly from the folder switcher menu.

To create a new folder:

1. Click the folder dropdown at the top of the left sidebar.
2. Select New folder from the menu.
3. Enter your folder name in the pop-up window.
4. Click Submit to create the folder.

Notice

Viewers cannot create new folders. Contributors can create folders, but they cannot make a folder public. For more details on role definitions, refer to Manage Members and Roles.

After the folder is created, you can manage who can access it using the Manage access option. Folders can be shared with different levels of visibility depending on your needs. When you click Manage access, you can choose one of the following access modes:

• Anyone in the project – Everyone in your project can view this folder. Only users with the proper role can edit or manage it.
• Private – Only you can view and manage this folder. Others will not see it in their workspace.
• Specific people – Only selected users in your project will be able to access this folder. You can assign their roles individually.

These settings determine who can see the folder. Folder actions (such as adding threads or moving items) still depend on each person’s role (Owner, Contributor, Viewer).

User Roles

• Owner – Has full control over all project items and settings.
• Contributor – Can create and edit threads, models, dashboards, and spreadsheets, but cannot manage members or project settings.
• Viewer – Can view all settings, members, models, and knowledge. Viewers can also create and edit dashboards and spreadsheets.

Your workspace contains different content types—folders, spreadsheets, dashboards, and threads. Each type supports different actions, and your role determines what you can view, edit, or manage.

For more details on role definitions, refer to Manage Members and Roles.

How It Works

Permissions are applied per item. Depending on your role, some actions may be fully available, limited, or hidden entirely. The sections below outline what each role can do.

Folder Permissions

Available Actions

Action	Owner	Contributor	Viewer
Add threads	Yes	Yes	No
Move items into folder	Yes	Yes	No
Manage access	Yes	No	No
Delete folder	Yes	No	No
Create folder	Yes	Yes	No

Spreadsheet Permissions

General Actions

Action	Owner	Contributor	Viewer
Update title	Yes	Yes	No
Change matched question	Yes	Yes	No
Delete spreadsheet	Yes	No	No

AI Assistant Actions

Action	Owner	Contributor	Viewer
Filter	Yes	Yes	No
Cleaning	Yes	Yes	No
Grouping	Yes	Yes	No
Enrichment	Yes	Yes	No

Changes

Action	Owner	Contributor	Viewer
Undo / Redo	Yes	Yes	No
Save changes	Yes	Yes	No
Discard changes	Yes	Yes	No
View history	Yes	Yes	Yes
Restore history	Yes	Yes	No

Column Actions

Action	Owner	Contributor	Viewer
Update column	Yes	Yes	Yes
Rename column	Yes	Yes	No
Sort	Yes	Yes	No
Hide column	Yes	Yes	Yes

Other Actions

Action	Owner	Contributor	Viewer
View SQL	Yes	Yes	Yes
Copy single cell details	Yes	Yes	Yes

Dashboard Permissions

Function List

Action	Owner	Contributor	Viewer
Update title	Yes	No	No
Change chart name	Yes	Yes	No
Change chart description	Yes	Yes	No
View chart details	Yes	Yes	Yes
Link to source threads	Yes	Yes	No
Refresh cache	Yes	Yes	Yes
Delete chart	Yes	No	No
Change chart layout	Yes	Yes	No
Edit cache settings	Yes	Yes	No

Thread Permissions

Roles

• Owner
• Contributor
• Viewer

Note: Being the thread creator does not affect permissions. Only your assigned role determines your capabilities.

Function List

Action	Owner	Contributor	Viewer
Update thread title	Yes	Yes	No
Save to knowledge	Yes	Yes	No
Save as view	Yes	Yes	No
Feedback (Was this answer helpful?)	Yes	Yes	No
Download CSV	Yes	Yes	Yes
Open in spreadsheet	Yes	Yes	No
View SQL	Yes	Yes	Yes
Copy SQL	Yes	Yes	Yes
View original SQL	Yes	Yes	Yes
View chart	Yes	Yes	Yes
Generate chart	Yes	Yes	No
Regenerate chart	Yes	Yes	No
Adjust chart	Yes	Yes	No
Pin chart to dashboard	Yes	Yes	No
More chart actions (Save as…, View source)	Yes	Yes	No
Follow-up questions	Yes	Yes	No
Suggested next questions	Yes	Yes	No
Adjust answer	Yes	Yes	No
Adjust SQL	Yes	Yes	No
Delete threads	Yes	Yes	No

Action Limitations & Edit Protection

• Restricted actions may be hidden or disabled in the UI.
• Concurrent editing protection:
  • If someone edits a spreadsheet while you're editing, you’ll be prompted to refresh to avoid conflicts.
  • Threads may temporarily lock if multiple users reply at the same time.