How to Give Groups of Users Access to a Document

This article describes how to give groups access to individual documents. Access permissions are assigned to each individual document and any changes to users/user groups are taken into account immediately.

Requirements

You must have a paid professional user license.
Your Displayr account has been converted to a multi-user account.
You must be assigned as an administrator on your account.

Method

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 Properties section.
Update the selections in Authorised for view only list box to choose which groups are allowed to view but not edit the document.
Update the selections in Authorised for view and edit list box to choose which groups can both view and edit the document.
Click Save.