Sharing & Collaboration
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      2. DOSSIERS
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      Managing User Roles in Dossiers

      Configuring access levels for collaborators (Readers vs. Editors).

       

      READER:

        • Access: Can view and read the content shared with them.

        • Restrictions: Cannot edit text, add pins, share the dossier, assign tasks, or delete content.

      EDITOR:

        • Access: Has full control over the dossier content.

        • Capabilities: Can edit text, add/remove pins, share the dossier with others, assign tasks, and delete the dossier.




      image (5)

      Changing Roles

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

      1. Open the Share Menu: Navigate to the dossier and click the Share Icon (curved arrow) in the top-right toolbar.

         HGF

      2. Modify Permissions:

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

        • Locate the specific user you want to change.

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

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


      nbd

      As you can see in the image above there are two users and one channel named "Main foods" and the switch button for roles is missing.

      This is because the channel roles are handled differently. You can learn more about it in the article: How to set up content roles (for organization managers only)

      Related articles

      How to share the dossiers?