File permission defines whether attendees have access to view, download, or update a document in the board pack. Setting permissions is useful in scenarios such as conflict of interest for a board member, or multiple admins or staff are collaborating to organise a meeting.

Permissions can be set when you upload the file. You can also change the permissions of uploaded files.

  1. Go to Menu > (select a Space) > Manage Meeting > Select a meeting
  2. Go to Files tab
  3. Actions … > Edit File Permissions

File Owner - you can also add other Space Manager(s) as Joint Owner to give full permissions of the file. 

There are four types of permission:

  1. Read Only - allow to view in Board Pack.

  2. Read, Annotate - allow to view in Board Pack and to make annotations.

  3. Read, Annotate, Download - in addition to viewing and annotating, the user can also download a soft copy in PDF for offline use.

  4. Manage (Read, Annotate, Download, Versioning) - in addition to all the above permissions, users with access to the Files tab of a meeting (e.g. Space Manager) can delete and upload new versions of the file.

By default, no user is selected when the file is uploaded. Check users on the dropdown to give permission, and uncheck users to withdraw permission. For example, if you want to deny users from viewing a file, simply uncheck the names so that they no longer appear on the list.