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Directory

Find out how to manage users and groups in the Directory

Alice avatar
Written by Alice
Updated over 9 months ago

Work with the Directory

The Directory area allows administrators and secretaries to add users and groups and edit them. When you add a user, you can assign their role for each group they're a member of.

Roles

A user's role determines the permissions they have to access iDeals Board. The following roles are defined and can be assigned to users when they are added to iDeals Board:

Administrator

The highest level of permission and the administrator of iDeals Board. Admins have access to all areas and are responsible for managing groups and user access.

Secretary

Has view and edit access to certain groups, as applied by the administrator.

Group member

A member of a specific group or groups, with permission to view all items in it.

Guest

These users are not members of any particular group and can only view items they have been given view access to.

Applying user roles means that:

  • Users only have access to the documents they need

  • Each user, depending on their role, can focus on their tasks

  • You can quickly change user access to any information, as required

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