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:
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
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, 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
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”
