Assign or Unassign user
In a collaborative environment, managing access to various parts of a document is essential. The application allows you to assign users to specific sections, ensuring they only access relevant portions of the document. You can assign or unassign users either when creating the document or later by using the "Edit Workspace" option.
Assigning User(s) to a Specific Section
- Navigate to the section to which you want to assign a user, then right-click on it.
- Select the "Assign User" option.
- A pop-up box will appear, showing a list of users. Select the user(s) you want to give access to this specific section.
- After making your selections, click the "Save" button to confirm and apply the user assignment.
Assigning User(s) to All Sections at once
If you need to assign users to the entire document, you can do so quickly with the following steps:
- Instead of selecting individual sections, right-click on the Document Type (e.g., "10-K") listed in the document’s structure.
- Select the "Assign User" option.
- In the pop-up box, choose the users you want to grant access to all sections of the document.
- Click "Save" to apply the user assignment across all sections of the document.
Validating Assigned Users
To check which users have access to a particular section:
- Navigate to the section for which you need to verify user assignments.
- Click on the profile icon, which appears in green, to view the list of assigned users.
To Revoke a User's access
If you need to revoke a user's access to a section, follow these steps:
- Navigate to the section for which you want to revoke the access, then right-click on and choose "Assign user" again.
- In the user list, find the user whose access you want to revoke and uncheck the email address.
- Click "Save" to update the list of assigned users.
This process ensures that access is managed effectively, maintaining document security and integrity in a collaborative environment.
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