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Collaboration

Member roles

Four roles for people who belong in the room, and a gated single-document link for the adviser who does not.

Available on
All plans
Roles
Viewer, viewer with download, contributor, admin

What it does

Add colleagues to a room as a viewer, viewer with download, contributor or admin.

And when an adviser only needs one file, skip membership entirely: send a gated link to that single document, so they see exactly the file they are helping with and nothing else.

Membership is not the only answer

The second half matters more than it looks. Adding an outside adviser as a member to get them one document is how rooms end up with access lists nobody can justify six months later. A single gated link does the job and leaves nothing behind.

Questions

Member roles, answered

Viewer, viewer with download, contributor and admin.

Send a gated link to that document rather than adding them to the room.

/features /features/company-accounts /security