The application provides the ability to easily and quickly create new Rooms from scratch or the ability to utilize templates and existing rooms as the starting point.
Who can create new Rooms?
Users assigned to one or more of the following User Types:
- Site User Type: Site Admin
- Site User Type: Environment Creator
- Environment User Type: Environment Admin
- Environment User Type: Room Creator
Creating a New Room
See Creating a New Room for instructions.
Create Folders (optional)
User's Room permissions depend in large part on their User Group's Folder Permissions. We recommend that Room Administrators discuss with their client how they would like to initially set up their folder structure so that the appropriate Folder Permissions can be assigned to Users before they gain access to the Room.
See Room Folders List for reference on how to create new folders.
Configure Group & Folder Permissions
Users gain access to Room features, documents and folders through User Groups. There are two types of permissions associated with User Groups:
- Folder Permissions: allow users access specific folders to view documents, upload, download and to otherwise manage specific folders. Users usually must be granted access to folders, otherwise they will not see or have access to them.
- Room Permissions: apply to the entire Room and not specific folders. These permissions include the ability to view and mark document Tags, document Notes, Share documents, use the Viewer, etc.
See Managing Room Groups & Folder Permissions for further detail on how to understand and properly use these permissions.
Before inviting Users to the Room, make sure that all permissions have been properly configured for each User Group.
Create Tags (optional)
Discuss with your client team whether they wish to allow Users to tag documents. See Managing Room Tags for reference on how to create new Room Tags.
Invite Users
Users can now be invited to the Room and assigned to the proper User Groups. See Inviting New Room Users for reference.
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