Sharing and permissions
Find out what is and isn't shared across your Attio workspace.
Understanding how information is shared and accessed in your workspace is key to collaborating effectively. The table below gives a quick overview of how sharing and permissions work in Attio. For each feature, you’ll see whether visibility and editing access can be controlled, along with any important notes about how access works.
Keep in mind, you can invite your team to your workspace as either workspace admins or members, and what they can see and do will depend on their level of access. Learn more about managing members.
Legend:
✅ Yes = Configurable
❌ No = Not configurable
Feature | Visibility control | Editing control | How it works |
|---|---|---|---|
All records views | ❌ No | ✅ Yes | Visible to and editable by everyone by default; some plans allow admins to set read only access |
Records and object attribute values | ❌ No | ✅ Yes | Visible and editable by default; some plans allow admins to set read only access |
Emails | ✅ Yes | Choose what to share (metadata, subject, or full emails) or keep private | |
Calendar events | ✅ Yes | By default visible to all unless marked private in Google/Outlook; use blocklist to hide specific emails/domains. | |
Communication intelligence attributes | ✅ Yes | ❌ No | Visible to everyone, unless a record is blocklisted. Not editable by anyone |
❌ No | ❌ No | Always visible to and editable by everyone | |
❌ No | ❌ No | Only you can see your drafts (except within sequences) | |
Lists | ✅ Yes | ✅ Yes | Manage list access to assign Full access, Read and write, Read only, or No access. Admins can view all lists |
Call recordings | ❌ No | ❌ No | Always visible to and editable by everyone; can also be shared externally |
❌ No | ❌ No | Always visible to and editable by everyone. @mention team member or send URL to share | |
❌ No | ❌ No | Always visible to and editable by everyone | |
On records ❌ No; On lists ✅ Yes | ❌ No | Record comments are visible to everyone; list comments only to members with list access. Comments are not editable | |
Dashboards and reports | ✅ Yes | ✅ Yes | Manage dashboard access to assign Full access, Read and write, Read only, or No access |
Workflows and sequences | ✅ Yes | ✅ Yes | Admins, creators, and full access members can manage workflow/sequence access |
❌ No | ❌ No | Some workspace settings are visible to all members, such as the Members page. Only admins can edit | |
❌ No | ❌ No | Each member manages only their own account | |
Exports | All members can export data except: |