Table of Contents

Roles in idgard

For idgard Sync to work reliably with a box, the assigned permissions must be suitable for synchronization.

Suitable roles

In idgard, different roles can be assigned to a box, for example:

  • Creator
  • Manager
  • Editor
  • Viewer
  • Upload Assistant
  • Assistant in Data Rooms

These roles are especially suitable for synchronization:

  • Creator
  • Manager
  • Editor

These roles generally allow both reading and meaningful write-back of changes.

Roles with limitations

Some roles are only partially compatible with local synchronization:

  • Viewer can read and download content locally, but cannot write back local changes.
  • Upload Assistant is only suitable to a limited extent, because uploads are possible but synchronization remains functionally restricted.
  • An Assistant in a Data Room can create folders, but cannot fully access or work with files.

Recommendation

For the smoothest experience, the role Editor is recommended for participating users whenever this is appropriate from a business and governance perspective.