How to manage access rights to a contract or a folder?

Modified on Wed, 29 Mar, 2023 at 8:26 PM

By default, when you import a contract into your DiliTrust interface, only you can see it and can edit it (unless you integrate it into a shared folder). You can share it and give writing or reading rights to your colleagues.

  • Default rights: like you, your colleague can tag, modify or delete elements in the summary sheet.
  • Reading rights: your colleague cannot modify the elements present in the summary sheet and can only view them.
  • Users with reading rights cannot share the document or the folder.

Access management to a folder 

You can configure the access rights to a folder 

  1. Select the folder with one left click on it
  2. Click on the "USERS" icon at the top right of the screen
  3. Define the corresponding access rights to another user or a team

/helpdesk/attachments/7107429940

 

Access management to a document

Access management is also possible from the contract view

  1. Open the document
  2. Click the "user" icon at the top right of the summary sheet
  3. Define the corresponding access rights to another user or a team

 

/helpdesk/attachments/7107429941

You can add one or more team name(s) (if teams have been configured) to new users to share the same document simultaneously with several people.

 

Shared with me section

 When a user has access to a document without the access to the related folder, it will be stored in the "Shared with me" section. This section is accessible from the homepage.

/helpdesk/attachments/7107429942

However, if you have any difficulty with this section, please do not hesitate to contact our support team.

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