Assigning a role to members of a box
Besides the permissions like read, write, delete, the members can be assigned roles. There is the role of owner, manager, member, assistant.
Proceed as follows:
- Open the box by clicking on the name of the box.
- Click the 3-dot menu in the toolbar at the top right.
- Select the "Members" option.
- Uncheck the "Show members only" option. This will give you the available members in a
table.
- User pool. You will now see a table of users in your
idgard® account. The visibility permissions in your profile determine which
users are shown to you in the table. If you want to change this, contact the
administrator of your idgard® account.
- Search box. To select a user from the table, you can
use the search function. Select the search criterion to the left of the search
field, whether you want to search for a name or an email address. Enter the
full name or only a part of the name from the searched object. The search
function is a filtering function. The more precise the information you enter,
the fewer results you will see in the member list. You should enter at least
three characters for the search function.
- Roles. You add the role Assistant to a user by
changing the entry in the "Role" column to "Assistant". You
will find this role only in data rooms. a PrivacyBox does not offer this role.
The "owner" of a box can:
- delete a box.
- transfer the ownership of the box.
- add other users in the idgard® account to a box and assign permissions.
- share a box via a box link.
- access and adjust settings of a box.
- download chat entries in a box.
- download the journal in a data room.
- create the index of a data room and
- has all permissions like read, write, delete, chat, members.
The "manager" of a box can:
- Only a user with a full license can get the role "manager".
- add other users in the idgard® account of a box and assign permissions,
- share a box via a box link,
- access and adjust settings of a box,
- download chat entries in a box,
- download the journal in a data room and
- Has all permissions such as read, write, delete, chat, members.
- A manager cannot delete a box.
A "member" of a box can:
- not add users,
- perform actions on the data in a box only with limited privileges, and
- not access and adjust box settings.
A data room assistant can:
The room assistant is a special role reserved exclusively for a data room. PrivacyBoxes and temporary boxes do not contain this role.
The role "Assistant" can be found in the member administration of a data room. The "Assistant" role can only be assigned to one/several full license users. The assistant should be able to act as a substitute for an administrator with the "Room Assistant" role. Unlike an administrator with the Room Assistant permission, the Assistant cannot create a data room.
- Add other users to a data room and
This article did not answer your question?
We are happy to help you! Just send us a message with your questions and we will get back to you as soon as possible.
Recent Articles
Delete multiple users at the same time
In the user administration, you can delete multiple user accounts at the same time using batch actions. Which users you can delete depends on your own permissions and on the permissions of the users whose user accounts you would like to delete. To ...Change the user status for multiple users at the same time
In the user administration, you can deactivate multiple activated user accounts or reactivate multiple deactivated user accounts at the same time. Regardless of which users you select, the batch options are only performed for those users for whom ...Manage permissions for multiple users at the same time
In the user administration, you can change permissions for multiple users at the same time. Which permissions you can grant or modify depends on your own permissions and on the permissions of the users whose user accounts you would like to edit. To ...Modify user groups and notifications
You can assign multiple users to the same user groups in the user administration. You can also edit the notification settings for multiple users at the same time. To assign multiple users to the same user groups at the same time, proceed as follows: ...Batch actions
You can perform actions for multiple users at the same time in the user administration. When you select one or multiple users in the user overview, the available batch options are displayed in the top bar. The user overview, filter, and search field ...
Related Articles
Role "Assistant" in a data room
Role "Assistant" in a data room The "Assistant" role can be found in the member administration of a data room. It can only be assigned to a full license user. The assistant should act as an stand-in for an Administrator with the "Room Assistant" ...Permission to view the members management menu of a Box
Permission to view the members management menu of a Box If a member is given the permission "Members" in the member administration menu of the Box, they will be able to access the list of all existing Box members. They also can see the following data ...Filter for members in the member list of a box
Once you have added the users with whom you want to share data in a box to that box, you can filter the member list by the members. Proceed as follows: Open a box. Click on the "three dots" in the toolbar. Open the "Members" area. Activate the "Show ...Granting write permission Box members
Granting write permission to Box members With the write permission the Box member can upload files. In addition to the read permission, a file can be downloaded, edited, uploaded again, and renamed. The write permission also allows the user to create ...Assign deletion permissions to Box members
Assign deletion permissions to Box members With the help of the delete permission a user can delete, the files of other members in the box. Without the delete right set here, the user can only delete his own files. In addition to the read and write ...
Popular Articles
Uploading files
Uploading files You can upload one or more files up to a size of 5 GB. For a fee, we can increase the size limit of 5 GB for you. You can only upload files with the "Write" permission. There are two methods with which you can upload files to a box. ...Folder upload - behaviors and limitations
Unsupported characters in file names will be replaced by an underscore during the upload process, this applies to these characters: *, /, \, ?, :, <, >, ^, ", &, | Example: M&A_Overview.xlsx will be renamed to: M_A_Overview.xlsx File names that ...View box activities in the journal
In data rooms and depending on the setting, certain activities can be registered in a journal. You can view the data room journal if you have the permission to do so. To view box activities in the journal: 1. Open the data room the journal of which ...Welcome to the idgard® online help
Welcome to the idgard® online help This online help is the main source of information for learning and working with idgard®. Click on one of the following links to obtain further information about idgard®. To use the online help: Search article Enter ...Isn't encryption on the device the best bet for a safe cloud?
Isn't encryption on the device the best bet for a safe cloud? The term „cloud computing“ encompasses two aspects: Data storage in a cloud for one’s self, excluding multiple or third-party access. Data processing or storage of information in a cloud, ...