Sharing

Open Bee™ Portal allows you to share documents to external contacts by sharing a link to a document (see the dedicated part in the User Guide).

To access the sharing administration.

Click on “Administration“/“Sharing

Approval of shares

By checking the option “Wait for an administrator’s approval before making the sharing of a document or folder effective”: allows you to submit all shares made in Open Bee™ Portal to an administrator’s validation.

Sharing

In the Administration section you will find two sections “Sharing” and “Automatic Sharing


The ” Sharing” section of the administration allows you to view shared documents and set up a share

You can also find the history of all shared documents.

List of shares

Click on “Administration” “Sharing

The share list allows administrators to perform the following actions:

By clicking on you can:

  • Access the document
  • View all shares (active or not) in the system
  • View sharing history
  • Edit or unshare (the details of a share)

The “Selection Action” option allows you to:

  • Bulk approve shares awaiting approval
  • Bulk delete shares (active or not)


When the user sharing the document has a “Sharing” role permission , no validation of the sharing by the administrator will be required.