User/Group Permissions allows the allocation of users to document groups so they can receive notifications and be able to view the documents within those document packages allocated to that group.
In order to be able to allocate users to document groups, you must have the role of Administrator - Boardroom which can be allocated via User Administration.
Users that have a Boardroom role allocated to them will appear in the list and you can choose what they can do within each document group.
Adding User Permissions to Groups
- Click Boardroom Central in the left hand side navigation pane
- Click 'Settings' in the top right hand side of the screen.
- Click on the 'User/Group Permission' button.
- Allocate the user the permissions to the group as follows:
- None if the user does not belong to the group.
- 'View' icon under the document group if you only want that user to be able to view the documents.
- 'Edit' icon under the document group if you want that user to be able to view the documents as well as make changes to the document package they belong to.
- Click on the 'Save' button once you have completed your allocations.
