Ansarada

Learn how to manage access requests from guest users.

Manage guest user registrations

Guests can now request access for other users.
Send a request for access to the administrators of the room.

Request Access for Guests

Different Room roles have different functions available to them in the Room. Learn about the basic permissions each Room role has.

Deal Room roles

Edit Team and Sub-team settings to allow or deny Full text search, Bulk download and Security for Microsoft Office files (Secure Office).

Edit Teams and Sub-teams

Edit a person

Easily update settings for multiple people in one go.

Edit people

Resend Deal Room invites

Learn how to change the Bulk download settings.

Bulk download settings

Learn how to email multiple people from within the Room.

Bulk email people

Verify the security settings for teams by seeing their version of the Document Index

"What can they view?"/ "View as"

The ins and outs of Security controls in the Room such as Temp save, print, edit and copy and how they affect your secured documents.

Security controls

Remove access to documents and people in the Room.

Remove document access

Apply temp save or allow saving to PDFs in the Room.

Temp save PDFs

Apply temp save or allow saving to Microsoft Office files in the Room.

Temp save Microsoft office files

Secure Office allows Room Admins to place additional security on Microsoft Word, Excel and Powerpoint files.

View Secure Office files

Requirements for opening Secure Office documents in Rooms.

Secure office minimum requirements

Apply the default or customized dynamic watermark to your PDFs in the Room.

Watermarks

Disable a user's access to the Room so they can no longer access it.

Disable people

If a user has been disabled, you can enable their access again so that to reinstate their access to the Room.

Enable people

Angelica Medallo

Pete Radwanski

Teams and Security 

Ansarada.com

About Ansarada

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.