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.