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How do I start implementing restrictive actions in a sensitive project?

Projects are a compliant mechanism by design, which allows you to regulate who can view files and download them. That is where you should start.

1. Restrict by Project

To restrict view or download by project navigate to the tab in the Projects section.

  • Select the project you would like to change restrictions for.
  • Click the Open Overlay button in the top right.
  • Select the Members card in the left panel.
  • Select the members you would like to apply restrictions to.
  • Click the Edit button in the top right.
  • Follow the instructions for changing project restrictions via the open overlay section.
info

All downloads and views occur in the current session of the user's browser.

2. Restrict by Project Membership

To restrict view or download by project membership, navigate to the tab in the Project Memberships section.

  • Select the existing user membership(s) you would like to edit.
  • Click the Edit button in the top right.
  • Edit the user expiration date, role in the project, or project restrictions.
  • Follow the instructions from the edit project membership section.
note

Projects are the primary mechanism to enforce compliance.