Until now, creating a portal already allowed you to centralize and share your content. Now, you can define your business roles and manage a permission matrix to precisely control who sees what… and who can act.
What’s New
You can now:
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Create business roles adapted to your context (e.g., Management, Project Manager, Team, Client, Partner…)
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Define permissions per page (or per section) for each role
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Invite members by assigning them one or more business roles from the invitation
Available Permission Levels
For each portal page, you can define:
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Hidden (invisible page)
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View (read-only)
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Comment (comments on “viewed” pages)
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Update (modification / comments depending on the page type)
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Contribute (add + modification + comments, depending on the page type)
To Note (Important)
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There are 2 types of roles:
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System roles (Administrator, Client Administrator, Contributor, Visitor) for designing / administering the portal
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Business roles for managing access to portal content
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A member’s effective rights may depend on several factors: business roles + system role + rights already present in the boards whose views are exposed (the highest permission takes precedence).
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A “Permissions by Member” utility helps verify what a member (or a team) can actually do in the portal.
The complete documentation for creating a portal (and configuring roles & rights)
Find the documentation here: https://doc.suivi.work/fr/articles/1768264585-concevoir-un-portail-suivi
We want your feedback!
Have you already set up a portal (internal, client, COMEX, project steering…)?
Share your use cases: what business roles do you use?