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
2️⃣ Select a visibility
3️⃣ Search for people to invite and choose the role for each invitee in the Portal
4️⃣ Choose the role for each invitee in the Portal
5️⃣ Click on “Save”
Share Portal - Link
1️⃣ Click on “Share” button
2️⃣ Select a visibility
3️⃣ Click on “Copy portal link”
4️⃣ Click on “Save”
