Introduction
The feature allows sharing and access control options allowing to collaborate effectively while safeguarding sensitive information.
Permissions
Visibility Levels
The overall visibility of the Portal can be defined through 3 levels :
Private: Only explicitly invited individuals can access the Portal. This is the most restrictive option, ideal for confidential information.
Internal: All members of the organization can view the Portal, even without specific invitations. This is useful for sharing information within the company.
Public : Anyone who has the link to the Portal can access it. This option provides the broadest access and is suitable for sharing public information.
Access Roles
When sharing a Portal, two different roles can be assigned to invited users:
Contributor: Contributors have the ability to modify the content of the Portal. They can add, edit, or delete items and share the portal.
Reader: Readers can only view and download the content of the Portal without the ability to make any changes.
How it works
Share Portal - Invitation
1️⃣ Click on “Share” button
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2️⃣ Select a visibility
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3️⃣ Search for people to invite and choose the role for each invitee in the Portal
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4️⃣ Choose the role for each invitee in the Portal
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5️⃣ Click on “Save”
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Share Portal - Link
1️⃣ Click on “Share” button
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2️⃣ Select a visibility
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3️⃣ Click on “Copy portal link”
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4️⃣ Click on “Save”
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