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 :
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By Default, a Portal is set to be the Private visibility, only the creator and the administrator can access it.
Configuration
The public visibility can be configured. A project can activate or deactivate this level of visibility.
➡️ How to Configure the sharing visibility to exclude Public option
Access Roles
When sharing a Portal, two different roles can be assigned to invited users:
Contributor:
Modify Portal content :
Add, edit, or delete items and sections
Change cover image and logo
Share the Portal with others
Ideal for team members actively involved in content management
Reader:
View Portal content
Download Portal content
Cannot make any changes to the Portal
Suitable for end-users or stakeholders who need access to information without editing rights
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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