Document Access Control with Access Groups

By default anyone who has access to your Room, will be able to see all documents that are not assigned to an access group. You can use access groups to restrict the viewing of certain documents. When a document belongs to an access group, only users that belong to that same access group will be able to view it. This guide will cover:

  1. Creating Document Access Groups
  2. Assigning Contacts to Access Groups

Create/Assign Access Groups When Adding A New Document

Add a new document by clicking "+ New Document".

You can now restrict this document to an Access Group by scrolling down to "Restrict Access" in the "Add New Document" modal. Click "Specific user access groups". Simply start typing to create a new access group, pressing enter when you're done. If you've already created an Access Group, you can simply select it from the dropdown. See screenshots below.

Create/Assign Access Groups When Editing an Existing Document

The process is similar when creating/assigning an access group to an already existing document. Start by clicking edit on the document card.

From here the process is identical as above. You can restrict this document to an Access Group by scrolling down to "Restrict Access" in the "Add New Document" modal. Click "Specific user access groups". Simply start typing to create a new access group, pressing enter when you're done. If you've already created an Access Group, you can simply select it from the dropdown. See screenshots below.

Updated 2 months ago


Document Access Control with Access Groups


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