Your reference access and recovery check
Use the staff sharing walkthrough (opens in a new tab). Inspect permissions without sending a real invitation during practice.
| Person's job | Minimum suitable access to look for | Extra access to question |
|---|---|---|
| Read the current checklist | Approved reference view | Source editing or inviting other people |
| Maintain the checklist | Editing this approved source | Access to unrelated personnel or applicant records |
| Receive a single answer | Checked answer in the normal communication channel | Entire project and chat history |
If the offered rights are bundled too widely, keep the space private and use controlled document storage. A prompt cannot turn a broad technical permission into a narrow one.
Recovery practice: a chat says it cannot read R1. Open the master yourself and confirm the relevant row. Supply that approved excerpt, ask again and compare the answer. Do not grant a whole-drive connection to solve one missing row.
Result check: reopen the current saved reference outside AI. Verify its source/version, owner and Wednesday-noon deadline. Test a differently worded question in a new conversation using the same current material. Save the result and any unresolved source question.