Is there a way to prevent users from creating Documents or Whiteboards?
They aren’t tied to any database and tend to clutter the sidebar, making it harder to keep things organized. I’d love to restrict their creation or at least control visibility to avoid unnecessary mess.
I tried setting everyone to Viewer access and then granting permissions by duplicating a template and restoring some editing abilities, but that still didn’t work.
I believe Contributor access also disallows creating docs and whiteboards, right?
Look for the Space’s sharing menu, not the database’s. So, for example, you can give people Viewer access for the Space, so that people can’t create/edit views (including docs and whiteboards). Then you can share the database with Editor access so that people can edit the entities’ details.
There are three levels of sharing: space, database and entity.
You need to share the space at Viewer level, then share databases as Editor.
You only need to play with access templates if you need sophisticated entity sharing inheritance rules.
The suggestion (to make someone a space viewer but a db editor) will work to prevent them from creating Documents/Whiteboards directly in the sidebar (i.e. belonging to the space).
In the first screenshot you showed (when you have a smart folder) the user will be adding Documents/Whiteboards to the entity (not to the space) and this can’t be disabled (except by disabling all edit rights for the entity).
We do have long term plans to move away from Documents and towards a global ‘Document’ database. When this happens, it will be possible to control who can create/edit/view documents, in the same way as it is currently possible to control who can do what with any other entity.
In the meantime, we are collecting votes for a stopgap solution whereby an Admin can completely disable Documents at the workspace level.