How do I limit who can see or edit a document?

You can create a document that only certain people can see or edit. How you set this up depends on where the document is in the community and whether it has been published or not. Here's how it works:
You can set visibility and collaboration for a document either while you're editing or while you're simply viewing the document. Here are the steps for the setting a document so that only certain people can edit it:
  1. In the Actions list, click the collaboration link:
    • Visibility and Collaboration if the document is in Your Documents.
    • Manage collaboration if the document is not in Your Documents.
  2. If the document is in Your Documents, under Visibility choose Open to anyone or Just specific people (if it's "just you," you won't be able to add collaborators). If you choose "specific people," be sure to enter the names of people who you'll want to edit the document.
  3. Under People who can edit this document, click Specific people.
  4. Click Select People to browse for the names of people you want to be able to edit the document. For each person able to edit the document (including yourself), they'll be able to reach the document from their Your Stuff menu or in their profile on the Your Stuff tab.
Note: Remember -- if you If you want to keep a document that's not in Your Documents hidden, don't publish it! Once you publish it, it will be visible to anyone who can see documents in the place with the document.