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Knowa User Permissions

Understand the two levels of permissions in Knowa: Organisation level and Collaboration Space / Meeting Pack level.

Written by Klara Skott

Summary:

  • Permissions in Knowa work at two levels: Organisation level and Collaboration Space / Meeting Pack level.

  • At Organisation level, users are either Organisation Admins or Organisation Members. Meeting Pack Creators are Organisation Members with additional permissions to create and publish new Meeting Packs.

  • Collaboration Space and Meeting Pack permissions are set per Space – the same person can have different levels of access in different spaces.

Article contents

Organisation-level permissions

Every Knowa user is an Organisation Member. Organisation Admins have full control of the Organisation account – they can add and remove users, grant admin rights, and create Meeting Packs. All other users who have access to your Organisation are Organisation Members, whose access within individual Collaboration Spaces and Meeting Packs is governed by their Space-level permissions.

Some Organisation Members can be designated as Meeting Pack Creators, giving them the ability to create and publish new Meeting Packs across the Organisation.

Note: Organisation Admins are not automatically Collaboration Space or Meeting Pack Admins. They must be added to each Space or Meeting Pack separately.

Organisation Permissions

Organisation Admin

Member

Meeting Pack Creator

Create a meeting pack

Yes

No

Yes

Make someone a Meeting Pack Creator

Yes

No

No

Remove someone from an Organisation

Yes

No

No

Make someone an Organisation Admin

Yes

No

No

Collaboration Space and Meeting Pack permissions

Collaboration Space and Meeting Pack permissions are set separately for each Space or Meeting Pack. This means the same person can have different levels of access in different spaces – for example, an Admin in one Collaboration Space and a Guest in another.

Admins are typically scheme secretaries, company secretaries, pension managers, and others central to running the Organisation. They maintain and manage Collaboration Spaces and assemble Meeting Packs, with full control over content, users, and Groups within the space or Meeting Pack they are an admin of.

Members are general users – typically board directors, employees, or core advisers. They have general visibility but more limited actions: in a Collaboration Space they can see all Groups but can only access those they've been added to; in a Meeting Pack, they can see all agenda items but can only access the content they've been assigned.

Guests are typically advisers or other limited-access users. They have the most restricted access – they can only see and access the specific Groups or agenda items they've been added to.

Meeting Pack Permissions

Admin

Member

Guest

Build a meeting pack (add items, documents, attendees etc.)

Yes

No

No

Publish a meeting pack

Only if they are an Organisation Admin or Meeting Pack Creator

No

No

View all agenda items in the agenda sidebar

Yes, can see and open all.

Yes, can see all, but only open the items they are assigned to.

Only assigned items

Access agenda item contents

Yes, can access all.

Only assigned items.

Only assigned items.

Export PDF of meeting pack

Yes

Only if enabled

Only if enabled

Download a document from meeting pack

Yes

Yes

Yes

Upload documents to meeting pack

Yes

No

No

Collaboration Space Permissions

Admin

Member

Guest

Group visibility and access

Full Visibility & Access

See all groups and can add themselves to any group created*

Full Visibility & Limited Access

See all groups, but can only access those they've been added to

Limited Visibility & Access

Only see and access groups they're added to.

Create, Edit, Delete a Group

Yes

No

No

Add or remove users from groups*

Yes

Yes, but only groups they are a member of.

No

Move a Group to another Collaboration Space**

Yes

No

No

Discussion Group

Post messages in discussions

Yes

Yes

Yes

Create new discussions

Yes

Yes

Yes

Archive a discussion

Yes

Yes

No

Delete a discussion

Yes

Yes

No

Document Group

Upload documents

Yes

Yes

Yes

Download documents

Yes

Yes

Yes

Create folders or rename documents

Yes

No

No

*If any user is added or removed from a discussion group, this action is always logged in the group's discussion for accountability.

**You must also be an Admin of the destination Collaboration Space to move a group there.


Need more help? We're here for you – contact Support through the Help button in the top right corner in Knowa.

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