How to Give Groups of Users Access to a Document

In Displayr, Administrators can set permissions at the account, folder, document, or page level. By default, your Home folder and any subsequent folders are set using your Account Settings. You can, however, configure access to, for example, set inherited permissions for a group of documents within a folder, or individually set them for each document, whereby 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.
Familiarity with User Group permissions. See How to Manage User Groups and Permissions in Displayr for more details.

Method 1 - Folder-based permissions

Go to the Documents page for your account.
Select the folder that you want to update permissions for.
Click the Folder Settings icon to bring up the Access and Displayr AI settings page.
By default, Inherit from the parent folder will be selected, which will automatically apply the access settings from that folder.
Change to Use account settings if you wish to leave the folder to follow your default Account Settings page.
Change to Configure this folder if you wish to set which user groups can access this folder.
When configuring access, change the selections in Create, edit, and view to choose which groups can both view and edit the document.
When configuring access, change the selections in View only access to choose which groups are allowed to view but not edit the document.
Select or deselect Use Displayr AI in this folder if you wish to set the AI permission on the folder level.
Click Save.

Method 2 - Document-based permissions

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