You can control which customers have access to certain documents in your Room by using Access Groups. They enable you to create groups, add customers to them, and assign document access to specific groups so that only those customers will see those documents.
To set up Access Groups and assign them to existing users, go to the Contact Permissions tab.
Next, determine which customer you would like to put into an access group. On their entry, go to the "Access Group" field and click the edit button.
In the modal that opens, you can create an access group by typing a name.
Once you've created the access group, the customer will be automatically assigned to it and it will show up in the "Access Group" field.
You can assign customers to multiple access groups. When they log in to your Room they will be able to see documents from each of the groups.
You can assign Access Groups to customers and even create new groups when inviting new customers to your Room.
In the invite window, you can restrict their access to only unrestricted documents or you can grant them access to documents via Access Groups.
If you want to create a new Access Group during the invite process, just start typing in the drop-down field.
Updated 19 days ago