What permission levels are available for an internal document created in Jestor Docs?
In Jestor Docs, every document can have three permission levels: private (only the author has access), shared for reading (everyone can read, but not edit), and shared for editing (everyone can read and edit the content).
The risk of documentation with no access control
Companies that use loose tools like Google Docs or local notes for internal documentation end up with scattered information, with no clear control over who can view or change each document.
That creates rework and risk: a sensitive document could end up editable by anyone, or a collaborative document could get locked down to only the original author.
How to set a document's permission
- Open the document and access the sharing options.
- Choose between private, read-only for everyone, or edit-access for everyone.
- Copy the document's link to share it directly with the team.
- Lock editing temporarily, even with edit permission enabled, if you want to prevent accidental changes.
- Adjust the permission at any time, as the document evolves.
| Permission level | Who can view | Who can edit |
|---|---|---|
| Private | Only the document's creator | Only the document's creator |
| Read-only for everyone | The whole team with account access | No one, except the author |
| Edit-access for everyone | The whole team with account access | Anyone with access |
Why choose Jestor?
Jestor also lets you link documents to specific records and cards, so a policy or meeting note can stay directly tied to the process or client it refers to, reinforcing Jestor as an AI tool for operations teams at SMBs looking to replace several loose tools with a single environment.
Frequently Asked Questions
Can a document be locked even with edit permission enabled? Yes, you can temporarily lock editing, even when sharing settings allow it.
Can I clone an existing document? Yes, Jestor Docs lets you clone a document to reuse its structure in a new text.
Is there an intermediate level between read and full edit? Currently the available levels are private, read-only for everyone, and edit-access for everyone, with more options planned for future versions.
Reference Video
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