Controlling the content a BoardEffect user can access

You can control the content users have access to, including files in the libraries, event details, and workroom resources. This topic describes how to manage content visibility by adding security to files, updating an event guest list, and modifying respondents to surveys, polls, and discussions.

Libraries

You can protect the content in Libraries by setting folders to view only and adding security to files.

  1. Go to the library by selecting Libraries on top of the page.

  2. To set a folder to view only, so users cannot print or download files, select the arrow on the right, then select Edit. The Edit Folder window appears.

  3. Select the checkbox next to View Only, and then select "Save".

  4. To restrict which users can access files in the library, you can add security. First, select a folder name to view the files.

  5. Select the arrow on the right side of a file, then select Security. The Security window opens.

  6. To allow a user to view, download, and print the file, select the Add icon next to their name.

Events

You can update event visibility, so only users on the guest list can view details.

  1. Select a workroom, and then select the Events tab .

  2. Select an event name.

  3. Move down the page to view the Guest List. To edit the list, select the arrow on the right side of the page, and then select Edit Guest List.

  4. To make the guest list private, so attendees cannot view who else is invited, select the checkbox next to Private Guest List.

  5. Select the Add icon to add a user.

  6. Select the Remove icon to remove a user.

  7. To save your changes, select Save.

Workroom resources

You can add or remove respondents to Surveys, Polls, and Discussions to control who has access to the workroom resources.

  1. Go to a workroom, and then select Collaborate .

  2. Select a resource type from the options on top of the page, including Schedulers, Polls, Surveys, and Discussions.

  3. To add or remove respondents, select the arrow on the top right of the card, and then select "Edit".

  4. Move down the page to view the Respondents section.

  5. Select the add icon next to a user's name to add them as a respondent.

  6. To remove a respondent, select the remove icon next to their name.

  7. To save your changes, select Save.