Share a Document with a Single Member {#share-a-document-with-a-single-member local-id=“e55939ce-9114-4245-a8a6-2d1c1938a9e3” =“” pm-slice=“1 4 []”}
Best for sharing confidential or member-specific information, such as contracts or personal progress reports.
Navigate to Profile: Go to the specific Member Profile of the person you wish to share with.
Access Documents: Click on the Documents tab to view files currently available to this member.
Upload: Click the + button in the Personal Documents section.
Confirm: Once uploaded, the document is immediately visible to the member in their app.
Share a Document with Groups {#share-a-document-with-groups local-id=“01fe6a88-c17c-4514-a46b-e725c7c766f9” =““}
Best for sharing general resources with specific membership types, employee roles, or groups.
Open Document Hub: Navigate to the Document Hub from the main menu.
Add New File: Click the Add button.
Details: Enter a document name, set the folder path, and upload your file.
Set Access: Use the Access section to define who can see the file based on the logic below.
Understanding Access Logic {#understanding-access-logic local-id=“c387a2ef-4fda-4961-994a-145bbe16be3a” =““}
The system uses "Aggregating" (OR) logic within a category and "Partitioning" (AND) logic across different categories:
Scenario | Access Logic | Result |
Same Category | OR | If you select "Membership A" and "Membership B," anyone in either group can see it. |
Cross-Category | AND | If you select "Membership A" and "Receptionist," only users who hold both that membership and that role can see it. |
Tip: Always double-check your cross-category selections to ensure you aren't accidentally restricting a document too heavily.