Setting BoardEffect user permissions

User permissions control individual's access to portal features and information. This topic describes how to select a user's permissions.

To add permissions for specific folder and files, go to Add security to a BoardEffect library file.

  1. On the main navigation menu, select Directory.

  2. To access a user's permissions, select the More options icon and select Set Permissions from the menu.

  3. In the Access and Permissions dialog box, select the checkbox next to one or multiple permissions to set user permissions.

  4. To modify group permissions, select Click Here to open Manage Workrooms and Groups.

  5. To view the user's workroom permissions, select a workroom name to expand the section.

  6. To set workroom permissions, select the checkbox next to one or multiple permissions in the workroom section.

  7. To add or remove users, select + Manage users and select the users that you want to add to or remove from the workroom.