Controlling access and visibility for a BoardEffect user

You can control a user's access and visibility settings in their user profile. This topic describes how to set and manage permissions from the user profile.

1. On the BoardEffect home page, on the left-side Navigation Bar, select Directory .

2. To open a user's profile, select the arrow on the right side of their name, and then select "View Profile".

3. To update their permissions, select the arrow on the top left, then select Set Permissions. The Access and Permissions window will appear.

4. You can modify their access settings by selecting the checkbox next to one of the following options:

   • System administrator - the user has complete access and control in every part of BoardEffect
   • Mobile Only - the user can only access materials from a mobile device
   • Manage Files - the user can access the Resource Library, where they can view, add, and remove files

5. To change their visibility settings, select the checkbox next to any of the following options:

   • User is Visible - the user's account and activity is visible to others, except in designated workrooms
   • User is Hidden - the user's account and activity is hidden from others, except in designated workrooms
   • Private Directory - the user's profile does not include personal information. It only contains information about the workroom(s) that the user is assigned.
   • Deactivate Messaging - the user cannot contact other users through platform messaging
   • Deactivate Resources - the user cannot access the Resource Library
   • View Only Books - the user can only view Meeting Books in the workrooms they are assigned to
   • Add New Users - the user can create and deactivate user profiles

6. To view the user's workroom settings, select a workroom name. The section will expand.

7. You can control which workroom resources the user has access to by selecting the checkbox next to one or more of the following options in the Can Access section:

   • Events
   • Library
   • Collaborate
   • Archived Books
   • Discussions

8. To update the user's workroom permissions, select the checkbox next to any of the following options in the Can create/Manage section:

   • Workroom home page
   • Events
   • Library
   • Collaborate

9. You can also select the checkbox next to one or more of the following Advanced options:

   • Add Existing Users to this Workroom - the user can add existing users to the workroom, but they cannot create or delete a user profile
   • Edit Profile Contact Info - the user can edit their contact information in their user profile
   • Edit Users' Permissions - the user can edit other user's permissions, with the exception of system administrators
   • Add Files to this Workroom - the user can upload files in the workroom library

10. To make the user's account and activity information visible to workroom members, you can select the radio button next to Member Visible in this Workroom.

11. To hide the user's account and activity information from members of the workroom, you can select the radio button next to Member Hidden in this Workroom.

12. To save your changes and close the window, select Save.