How to Set Permissions in Coda

Learn how to control who can view, comment, or edit your Coda docs by setting sharing permissions, link access, and page-level restrictions.

Quick answer

To set permissions in Coda, open your document, click Share in the top-right corner, then choose a role—view, comment, or edit—for each collaborator or group you add. You can also adjust link-sharing settings under the dropdown next to 'Anyone with the link' to control broader access before copying and sending the link.

Steps at a glance

  1. Open your Coda document and click Share in the top-right corner.
  2. Add collaborators by email or choose a workspace group.
  3. Set each person's role: view, comment, or edit.
  4. Adjust link-sharing settings using the "Anyone with the link" dropdown.
  5. Choose a general access level: private, restricted, or public.
  6. Click Copy link to share access with your team.
  7. Review and update permissions anytime from the Share panel.

Summary

Coda's permission system lets you control exactly who can view, comment on, or edit each document, and how openly it's shared via link. This matters whenever you collaborate with clients, contractors, or cross-functional teams who shouldn't all have the same level of access.

Step-by-step guide

  1. Step 1

    Open the Share Menu

    Open the Coda document you want to manage, then click the Share button in the top-right corner of the screen. This opens a panel where you control who has access to the doc and what they can do. If you haven't created a doc yet, check out how to create your first doc before setting up permissions.

  2. Step 2

    Invite People or Groups

    In the Share panel, type an email address or the name of a workspace group to add a specific person or team. This works similarly to how you invite collaborators to a doc, letting you grant access without changing the broader link-sharing settings.

  3. Step 3

    Assign a Permission Role

    Next to each person's name, click the role dropdown and choose Can view, Can comment, Can edit, or Can manage. "Can edit" allows changes to tables and pages, while "Can manage" also lets that person control sharing settings for the whole doc.

  4. Step 4

    Configure General Link Access

    Click the dropdown next to "Anyone on the internet with the link" to decide how open the doc should be. Typical options include restricting access to invited people only, allowing anyone in your workspace, or allowing anyone with the link to view or edit.

  5. Step 5

    Set Page-Level Restrictions

    For docs with multiple sections, open a page's context menu and look for page-level permission settings to hide or lock sensitive pages, such as those built around a CRM system, from certain viewers.

  6. Step 6

    Copy and Share the Link

    Once your access levels are set, click Copy link in the Share panel and send it through email, chat, or your project-management tool. Recipients will only see the content and controls matching the permission level you assigned them.

  7. Step 7

    Review and Adjust Permissions Over Time

    Revisit the Share panel periodically, especially after you assign tasks to new team members or a project wraps up, to remove former collaborators or update their access level.

Why this matters

You're about to share a Coda doc with clients, contractors, or a growing team, and you need to make sure sensitive tables stay private while collaborators can still edit the right pages. Setting permissions correctly keeps your data secure and avoids accidental edits or leaks.

Frequently asked questions

  • Who can change permissions in a Coda doc?

    Only the doc owner and anyone given "Can manage" permission can change sharing settings or adjust other people's access levels.

  • Can I set different permissions for individual pages?

    Yes, Coda allows you to lock or restrict specific pages separately from the overall document permission, which is useful for hiding sensitive sections from certain viewers.

  • Does changing permissions affect integrations connected to the doc?

    Permission changes don't disable connected integrations directly, but lowering someone's role can limit what automations or connected tools they're able to trigger within the doc.

  • Is setting permissions available on Coda's free plan?

    Yes, basic sharing and role-based permissions are available on the free plan, though some advanced workspace-level controls may require a paid plan.

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