Work with Groups
Members belonging to the same room may be included in one or multiple groups, each group reflecting generally a committee, with different purposes. These groups are comprised of members belonging to each particular committee. You can view which are the groups in your Sherpany application, at any time, by accessing your 'Members' section. Using groups allows you to quickly assign members to meetings and library documents. The members will see which groups are assigned to in each meeting, as well as, its details.
How groups are assigned in the web environment
How Board Members view groups on the iPad App
How Board Members view groups on the Boardbook
Changes are easily made in the 'Members' section by selecting a member, clicking on the 'Edit' icon (blue pencil) and removing, respectively adding new groups. By default, new members have access to all upcoming meetings of a group, but not to the archived meetings of a group. You may manually give access to members by adding them to the details section of any meeting, preferably as 'Viewers'. Please remember when using the delete function, this will completely remove the member from the Sherpany app.
How to manage groups: add a member to a group
How to manage groups: add groups to a member
You may limit access rights, by defining specific permissions, to those members who should not have access to all meeting documents. This can be done either by limiting access to an agenda item or a document. Simply click on the 'Permissions' tab, and uncheck the members who should be excluded. The members whose access rights have been limited will view the restrictions in their App.
This feature is not yet active in your Sherpany app? Please get in touch with our support - we are happy to activate it for you!
Video: How Admins manage permissions
How Board Members spot access restrictions
For more news and best practice recommendations, please visit our Admin Academy.