# Understand project and workspace access

> Choose the scope and role before inviting a collaborator.

Web guide: https://docs.casamakes.com/guides/sharing/

Last reviewed: 2026-11-01

## Where to go

Project or workspace → Share

## Before you start

- Owner access for the intended sharing scope.

## Step by step

1. **Choose the scope**

   Check the sharing dialog title. Workspace access and access to one project have different scopes.

2. **Choose the role**

   ONLY VIEW gives read access; CAN EDIT allows editing within the granted scope. Review the address, scope, and role before sending an invitation.

3. **Verify acceptance**

   PENDING... means the invite is not accepted. The recipient must sign in with the invited email address.

4. **Manage inherited access correctly**

   Workspace-managed roles may be disabled in project sharing. Ask the workspace owner to review those permissions at workspace level.

## Check the result

The intended collaborator has accepted the invitation using the intended account and role.

## Note

A public guide link does not grant access to projects or client documents.

## Tutorial

[Video](https://docs.casamakes.com/sharing/tutorial.mp4) · [Transcript](https://docs.casamakes.com/sharing/transcript.txt)

## Related guides

- [Set up projects and rooms](https://docs.casamakes.com/guides/projects-and-rooms/index.md)
- [Check credits and billing](https://docs.casamakes.com/guides/credits/index.md)