idgard® app for Microsoft Teams: Share a Box
You can
only use this feature if you are the Box owner or manager and also have
permissions to share a Box.
You
use the “Share Box” feature when:
You would like to allow an idgard® user with a license from
another idgard® account permanent access to the documents in this Box. Please note the following: Each PrivacyBox you create is
sealed. If you want to use the “Share Box” function, it will not be sealed any
more. The Box is opened as long as you enable access to this Box. ( access contingent > 0)
The
administrator must give the permission to share a Box to a full license user in
the idgard® web app. If you would like to share the Box with someone, they will
be given “one-time access” to download documents, provided that they do not
have an idgard® license. After the quota of accesses is exhausted (access
contingent = 0), the Box is automatically resealed and the link will no
longer be valid. The administrator of your idgard® account may enforce the use
of a pass code. This feature can only be configured in the idgard® web app.
Proceed as follows:
Every
time users without a license use the Box link, it is documented in the member
area of the Box under “ List
of users with one-time access .”
- Open the “ Share ” function.
- Select “ Share Box link .”
- Define the number of accesses. The
number of accesses depends on the number of people who will access this
Box link. After using the link, the number of accesses is counted down
with each click. If only one person will access the Box contents just one
time, set the number of accesses to 1.
- You may have to activate a “ Pass code ” in order to use the secure 2FA method. The sender of the
link must forward this pass code to the recipient by a different means (by
telephone, SMS, e-mail, or via a chat channel in Microsoft Teams).
- Save your settings and a Box link will appear.
You can pass on the Box link to the recipient via
Microsoft Teams. To do so, insert the link into a chat channel. The recipient
clicks on the link and the login screen then opens in the browser. The user can
also paste the link in the address bar of the browser.
You can
also share a Box with users of another idgard® account. Since they already have
a license, this Box will be permanently added to their Box overview or the
homepage of the idgard® app for Microsoft Teams after they use the Box link.
The user can now permanently access the data in this Box with the permissions
you grant them in the member area of the Box.
When a user clicks on the Box link they received, two
login screens are displayed. If this user does not have a license on file with idgard® and they
are only supposed to download the contents of one Box/Data Room, they use the
left screen to log in to idgard® . If the
user has a license in another idgard® account,
they use the right login screen to log in with their login data.
To increase security, a new Box link can be created for a
new access. You can seal the Box again by setting the accesses to 0. If you
increase the number of accesses, save the corresponding change, and open the
Box again, you will receive a new Box link. The previous one will no longer be
valid.
Each
access by a user without a license is documented in the member list of the Box
under “One-Time Access users.” You can close access to an active session by
clicking “Cut off access.”
Screenshot
of the member list:
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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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