Assigning a role to members of a box

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:

  1. Open the box by clicking on the name of the box.
  2. Click the 3-dot menu in the toolbar at the top right.
  3. Select the "Members" option.
  4. Uncheck the "Show members only" option.  This will give you the available members in a table.
  5. 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.
  6. 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.
  7. 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

- he can only see folders, not files


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Disclaimer
The content of this online help is intended solely for information and documentation purposes for our product idgard® and can be changed at any time without prior notice. We assume no responsibility or liability for errors or inaccuracies. Due to technical developments, uniscon GmbH reserves the right to change the functional scope of the product at any time.
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