How to Give Groups of Users Access to a Document

Access permissions are assigned to each document, and any changes to users/user groups are taken into account immediately.

Requirements

• You must have a Paid Displayr License.
• Your Displayr account has been converted to a multi-user account.
• You must be assigned as an administrator on your account.

Method

1. Go to the Documents page for your account.
2. Hover over the name of the document that you want to update permissions on.
3. Click the options drop-down (the box with 3 dots) and then click Settings.
   
   
4. Expand the Access section.
5. Update the selections in View access dropdown to choose which groups are allowed to view but not edit the document.
6. Update the selections in View and edit access dropdown to choose which groups can both view and edit the document.
7. Click Save.

Next

How to Create a New Document in Displayr

How to Change to a Multi-User Account

How to Create User Groups

How to Add Users to a Group

How to Restrict User Access to Individual Pages Within a Document

How to Manage User Groups and Permissions in Displayr

Watch our New Users and Permissions video