Managing members in Boxes
Overview of user permissions in a PrivacyBox
Overview of user permissions in a PrivacyBox Here you have an overview of how the users’ permissions (read, write, delete) affect the editing of content in the Box. It is divided into two areas: In the upper area, you will find the permissions of ...
Add user group to a box
A user group is used to filter for members of a box. You select a user group and are offered a number of possible members for the box. To add members to a box, you need the rights of a box owner or a box administrator. If you are not shown all ...
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 ...
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 ...
Permission to view and export journal contents in the Data Room
Viewing and exporting journal contents Data Rooms are included in the Growth and Enterprise packages. The “Journal” permission allows Data Room members to view activities and events performed/triggered by members in the journal. Users who are ...
Transfer ownership of a Box
Transfer ownership of a Box If you transfer the ownership of the creator of the box to another full license member of the box, that person assumes the rights of the creator. To the previous creator, idgard® assigns the role of box administrator. At ...
Display the first and last access
Display the first and last access You can view the first and last access of a box member in the member area of the box. If this is not the case, the administrator of your idgard® account has not enabled this function. Please contact the ...
Data exchange between idgard® accounts
Data exchange between idgard® accounts If two companies use idgard® and both users are created in their companies with one license each, the data exchange can be done via the function "Share Box". It is not necessary to consume a license of your own ...
Add/remove users of a Box
Add/remove users of a Box To belong to the communication circle of a box, the user must be added to a box. To see the available users, you may need to turn off the "Show members only" feature. To add users to a box, the role of owner or manager of a ...
Create guest in a Box
Create guest in a Box You can create a guest in the guest management and then add it to the Box though the "Members" section. An easier way to do so is to create the guest directly in the member administration of the Box. Proceed as follows: Open the ...
Preset permissions for new members
If you want to add new users to the box, you can set their permissions before the person has registered. The user will be able to work using the preferences as soon as he/she has registered and logged in. Only the owner or the administrator of a box ...
Granting read permissions to Box members
Granting read permissions to Box members With read-only access, a member of the Box can open and download files. Users with read permissions can see all files and folders in a Box and which person uploaded a file and on which date. The read ...
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 ...
Granting chat permissions to Box members
Granting chat permissions to Box members If the permission to access the chat is granted, the member can write chat messages. Once sent, a chat message is immediately visible to the other chat members. You cannot delete the chat history unless you ...
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 ...
Popular Articles
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 ...
Audio and video files
If you have read permissions, you can view pictures and videos directly in idgard. Supported audio/video formats: The following audio files can be played in the idgard Web App: .mp3, .m4a (AAC), .flac, .wav. The idgard Web App generally supports ...
Uploading files
You can upload one or more files up to a size of 5 GB. You need write permission to upload files. Select the box to which you want to upload folders. If necessary, navigate to the desired folder. Select the plus symbol in the toolbar. Select Upload ...
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 ...