> For the complete documentation index, see [llms.txt](https://support.vlex.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.vlex.com/vincent-by-vlex/vincent/projects/share-a-project-and-manage-access-in-vincent.md).

# Share a Project and Manage Access in Vincent

Learn how to invite colleagues to a Project in Vincent, what the owner, editor, and viewer roles can each do, and how to remove someone or transfer ownership.

#### Summary

Learn how to invite colleagues to a Project in Vincent, what the owner, editor, and viewer roles can each do, and how to remove someone or transfer ownership.

### Why This is Important

A Project is private when it is created, so sharing is a deliberate act. The role you give someone decides whether they can add to the record or only read it, which matters when a Project holds a live matter and the people around it include juniors, other practice groups, or business operations staff.

### How to Share a Project

1. Open the Project and click Share.
2. Type the colleague's name.
3. Choose their access level: edit or view.
4. Click Invite. They appear in the access list for the Project.

{% hint style="warning" %}
Everyone in a Project must belong to the same organization. A Project cannot be shared with someone outside it, and there are no shareable links in this release.
{% endhint %}

### What Each Role Can Do

* Owner: whoever created the Project. The owner can do everything, including deleting the Project and changing its status. \[VERIFY]
* Editor: can do essentially everything the owner can: upload and delete files, edit the matter summary, create conversations, and add tasks. \[VERIFY — the stated intent is that deleting the Project and changing its status remain with the owner.]
* Viewer: read-only. A viewer can read everything in the Project, including conversations and the activity log, but cannot upload or delete files, change the matter summary, or create conversations.

<figure><img src="https://1556743161-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MS8Dq_iqEIflAmbaOkI-887967055%2Fuploads%2F2AWS5imQIJ3dBU771NrQ%2FShare%20a%20project%20by%20selecting%20Share%2C%20searching%20for%20a%20colleague%20within%20your%20organization%2C%20and%20assigning%20them%20an%20Editor%20or%20Viewer%20access%20level%20before%20sending%20the%20invitation.%20Project%20owners%20maintain%20exclusive%20administrative%20control%20over%20status%20.gif?alt=media&amp;token=0a269363-7892-4d51-b781-25a310f4939f" alt=""><figcaption><p>Share a project by selecting Share, searching for a colleague within your organization, and assigning them an Editor or Viewer access level before sending the invitation. </p></figcaption></figure>

### How to Remove Someone From a Project

Open the access and sharing panel and remove them from the list. Their access ends immediately; the work they created stays in the Project.

### How to Transfer Ownership

Ownership can be transferred to another member. This exists because people leave firms, and a Project should not be left with an owner who is no longer at the organisation.

If a Project's owner is removed as a Vincent user, their Projects are not deleted. Deletion is only appropriate where your organization's data retention policy requires it.

### Best Practices & Pro Tips

Give view access when the person needs to check the work, not do it. A reviewing partner, a supervising counsel, or an ops lead who needs oversight is usually a viewer. It keeps the record clean about who produced what, which is the point of having the record.

Review the access list at each staffing change. Membership is the confidentiality control on a Project. When someone rolls off a matter, remove them the same week, and check the list before adding anyone whose involvement could raise a conflict.

### Related Articles

* [Document Review with Vincent Tables](/vincent-by-vlex/vincent/core-workflows/tabular-review.md)
* [Accessing Training, Videos, and Webinars](/vincent-by-vlex/vincent/training-and-resources-hub/accessing-training-videos-and-webinars.md)

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