Adding security to a Meeting Book
You can add security to a Meeting Book, which restricts who can view it and access the content and files. This topic describes how to secure a Meeting Book.
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Edit a Meeting Book by selecting the arrow on the top right, and then select Edit from the menu.
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Select Advanced Settings
to open the Advanced Settings window. -
To add security, select the checkbox next to Manage Access, and then select "Save" to close the window.
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To apply the new setting, select Save and Continue.
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A Manage Users link will appear on the right side of the page. Select Manage Users to open the Add/Remove Users window.
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From the Add/Remove Users window, you can select who has access to the Meeting Book. By default, every user who is a member of the workroom can view and open the Meeting Book. To add a group of users, select the User Categories tab, and then select Add next to the group name.
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To remove a user category, so the users cannot access the Meeting Book, select Remove next to the group name.
Note
When you prevent a user category from accessing the Meeting Book, you cannot view or select it when you add security to a main category or subcategory.
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To confirm, select Continue in the dialog box that appears.
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To add a user, select the People tab. You can search for a user by entering their first and/or last name in the Search field.
Note
You can only view and select users who have access to the Meeting Book or are included in the user categories you added in step six.
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Select Add next to the user's name.
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To remove a user, so they cannot access the Meeting Book, select Remove next to their name.
Note
When you prevent a user from accessing the Meeting Book, you cannot view or select them when you add security to a main category or subcategory.
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To confirm, select Continue in the dialog box that appears.
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To save your changes and secure the Meeting Book, select Close.
Note
The system administrator can access the Meeting Book, even if they are not included in the security list.
