How to Control Who Can Edit Documents in Displayr
When you have a larger set of people at your organization using Displayr, it can become necessary to define which people are allowed to work on the documents in your account. In this post I'll show you how to set up access permissions for editing a document. The basic process is to assign each of your authors to a user group and to then specify which groups of users can access each document. The same process can be used to define groups of people, for example clients, who are allowed to view each of your documents.
Each user in your account is a member of one or more user groups. Each document you create has settings which determine which users can edit or view the document. By creating user groups, assigning people to the right groups, and choosing which groups can access each document, you can control which of your users can work with different documents.
To be able to use these settings you must be an account Administrator. If you are not already an administrator, ask your account administrator to follow the steps in Part 2, below, to add you to the Administrator user group. Also, your account must be set up as a multi-user account (for more on this, see the Displayr wiki).
Part 1: Create user groups
The first step is to work out how you want to group the people in your organization, and then create groups to reflect that desired structure. In my example I will create two user groups in my account.
To add a group:
- Log in to Displayr.
- Click on the cog icon in the top right and select Settings.
- Scroll down to the Groups section and select + New Group.
- Enter a Group name, and click Save.
I have added two new groups in my account, called Department A and Department B. My intention is to assign any staff who should have only access to work done by Department A are assigned to that group, and similarly for people in Department B. The Groups section in my account settings now looks like this:
There are three default groups:
- Administrators – these people can access all documents and settings in your account.
- Edit Projects – by default, these people can edit and view all documents in your account.
- View Projects – by default, these people can view but not edit all documents in your account.
If you are restricting access to users then do not add restricted users to any of these groups, as they will be able to access other documents.
Part 2: Assign users to groups
Now that groups have been defined, new users can be assigned into those groups. When you invite someone to join your account you can specify which groups they are in. You can also change which groups someone is in at a later time.
If you are inviting a new user to your account, you can choose the group(s) that the user belongs to at the time. For example, when inviting my first user, Chris A, I assign him to Department A and fill out the fields below before clicking Save (which will send the invitation).
If you need to assign or change which group(s) a person is in later on:
- On the Settings page, scroll down to the Users section.
- Click the person’s name.
- Changing their Group membership selections just as in the screenshot above.
- Click Save.
Part 3: Choose which groups have edit access to each document
With users and groups defined, you can now choose who has access to each of your document. These steps should be included in the work-flow of anyone who is responsible for creating new documents in your company.
- Click the cog in the top right and select Documents.
- Hover next to the document you want to set up, and click Settings.
- Expand the Properties section.
- Under Authorized for view and edit, select those groups which should have access to edit. In this example, I include Department A along with the default groups.
- (Optional) If you also want to restrict who can view this document, you can do so at this time by making selections in the Authorized for view only section.
- Click Save.
Now, when Chris A logs in, he’ll only be able to access this document (imaginatively called Department A – Project 1), and the Demo data that comes pre-loaded into all Displayr accounts.
Part 4: Setting the defaults
The Settings page also contains options for specifying which groups are allowed to edit and view documents by default. It is also possible to specify:
- The default user group which is allowed to view, but not edit, a new document. For this, change the setting called New projects can be viewed by anyone in this group, and click Save.
- The default user group which is allowed to edit, and also view, a new document. For this, change the setting called New projects can be viewed and edited by anyone in this group, and click Save.
By controlling documents and user groups in the ways described above, you can ensure that the right people have access to the different documents in your account.
We hope you found this helpful – check out “Using Displayr” for more articles with tips and tricks!
About Chris Facer
Chris is the Head of Customer Success at Displayr. Here, and previously at Q (www.q-researchsoftware.com), he has developed a wealth of scripts and tools for helping customers accomplish complex tasks, automate repetitive ones, and generally succeed in their work. Chris has a passion for helping people solve problems, and you'll probably run into him if you contact Displayr Support. Chris has a PhD in Physics from Macquarie University.