Managing User Roles in Dossiers

READER - Can only read the document, post comments or view old versions.

Changing Roles

You can modify a user's access level at any time (e.g., promoting a Reader to an Editor).

• Open the Share Menu: Navigate to the dossier and click the Share Icon in the top-right toolbar.

• Modify Permissions:

• • The dialog will display a list of all current users and insights with access.

  • Locate the specific user you want to change.

  • Click the Reader or Editor button next to their name to toggle their role.

• Removing Access: To completely revoke access, click the Remove button on the far right of the user's row.

Related articles:

• Dossiers: Share, Release, or Assign?

• Working with Dossiers

• How to Share a Dossier

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