3. Share a Portal

Introduction

The feature allows sharing and access control options allowing to collaborate effectively while safeguarding sensitive information.

The overall visibility of the Portal can be defined through 3 levels :

Private:
- Access restricted to explicitly invited individuals only
- Highest level of security
- Ideal for confidential or sensitive information
- Only visible for the creator in portal lists or DAM search results
Internal:
- Accessible to all organization members without specific invitations
- Suitable for sharing information within the company
- Visible in portal lists and DAM search results for organization members

Internal sharing can be configured. A project can activate the configuration of a metadata.

Public :
- Accessible to anyone with the Portal link, no login required
- Provides the broadest access
- Appropriate for sharing public information
- Visible in portal lists and DAM search results for all users
- By default all assets in a public portal are visible excepted archived, draft and internal assets

Configuration

Assets visibility on public portals can be configured.

By Default, a Portal is set to be the Private visibility, only the creator and the administrator can access it.

The public visibility can be configured. A project can activate or deactivate this level of visibility.

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