Manage User Acces Rights

Within your module, as an administrator, you can set permission levels for members of your instances.
This allows you to add or remove access rights (viewing, downloading, printing, watermarking) for users or teams on a folder, a vote, a document or other.

How to set up permissions?

• Through the meetings

When you create a meeting, you can add documents, votes, or polls to your agenda.

For these documents, votes, or polls, you'll be able to set your members' permission levels. To do this, simply click on the "Manage permissions" padlock symbol when adding your document, for example. [Show the symbol]

After clicking on the symbol, a new window will open.
This window will allow you to configure access, download and print the document, as well as make the watermarks visible for the chosen users. 

To set access rights, you can select the users or teams on an inclusion or exclusion basis: "everyone except” or "nobody except.”

Good to know: It's important to know that, by default, when you add a document or a vote, everyone has access.

For votes and polls, you can select who will be able to participate and who will be able to see the results, using the same principle as for documents, i.e. inclusion and exclusion.

Good to know: Authorizations will be applied to users within the limits of their role and, by default, all users can participate, but only admins can view results.

• Through the documentation tab

From the Documentation Center, where you can create your folders and add your documents, you can also configure access to these folders and documents. 

To configure access to a folder, click on the folder concerned, then on the padlock symbol and select the relevant users or teams. To configure access to a document, select the document concerned, place your mouse on the three small dots and go to the symbol.

Good to know: Content owner must keep access.

• Through the configuration tab ⇾ Permissions tab

Here you can set general permissions for meetings, documentation, tasks and meeting resolutions.

Let's take the example of setting access rights for meeting-related documents. 

To set these permissions, you first need to select the users or teams concerned. You can also select everyone by clicking on “Overview”. Next, you'll be able to select the permissions you'd like to set, whether they concern published meetings or archived meetings, you can select both if you wish. [Show a picture]

Once you've selected what you'd like to set, click on “Configure permissions” to configure printing, access, downloading and watermarking. 

It works in the same way for setting up the other categories.

Good to know: If a logo is not filled in completely, this means that certain access rights have been removed from members of the instance.

Good to know: You can duplicate permissions and apply exceptions. To apply an exception, simply click on the down arrow to the left of “Configure permissions”. Applying a permission will allow you to grant or revoke certain access to users or teams.

• Through the security settings 

You can set general permissions for all members of your instance. To do so, simply go to the configuration tab and then to security settings. 

Here, you will be able to disable default printing, downloading, copy / pasting of document content and watermarking. However, despite disabling these accesses, you will still be able to assign the ability to print a document to one of your members at a later date. 

This tab is also used to define watermark settings. They will be applied to documents. To set the watermark settings, select "Customize the watermark", enter either a text or one or more of the suggested markers, spacing them apart. Choose a font size and a color for the watermark. Then save your changes by clicking on "Save".