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How Access Works in a 3D Presentation

This article explains how access to VRIFY 3D Presentations works and how to control who can view or edit a presentation.

Updated this week

Overview

Access to a VRIFY 3D Presentation is controlled by two settings:

  • General Access - determines who can open the presentation

  • User Roles - determine what those users can do after opening it

These settings work together to control who can view or edit a presentation. For example, a presentation may allow Anyone with the link to open it, but only Editors and Owners can make changes.

You can share a presentation by sending the presentation link or by inviting users directly from the Share modal. Learn more about how to manage General Access and User Roles in a 3D Presentation.


General Access Settings

The General Access setting determines who can open the presentation link.

There are three access levels:

General Access Level

Who Can Open the Presentation

Use Case

Confidential Access

Requires log in to VRIFY

Only people invited

Only users listed under People with Access can open the presentation

Confidential content, controlled collaboration

Everyone at your company

All VRIFY users in your company

Internal sharing and team review

Public

No log in required

Anyone with the link

Anyone with the link can open it without logging in

Public sharing, embeds, investor or marketing presentations

Note: Confidential 3D Presentations require users to log in to VRIFY before they can be opened. After logging in, the presentation will appear in the 3D Presentations list.


User Roles

Each invited user is assigned one of the following roles that determine what they can do in the presentation.

  • Owner: Can manage permissions and access settings

  • Editor: Can edit the presentation

  • Viewer: Can view the presentation

To edit a 3D Presentation, a user must have:

  • Editor or Owner role, and

  • Present permission on their VRIFY user account

A Company Admin can review or update Present access. Learn more about VRIFY User Permissions.


How General Access Levels and Roles Work Together

General Access determines who can open the presentation. Roles determine what they can do after opening it.

For example:

  • A presentation may allow Anyone with the link to view it

  • Only Editors and Owners can make changes

Note: Users listed under People with Access keep their assigned role even if the General Access level changes.


Ways to Share a 3D Presentation

There are two ways to share a presentation.

Share the 3D Presentation link

  • Click Copy Link in the Share modal to send a view-only link

Important: The person must still meet the General Access requirements if the presentation is confidential.

Invite a user

  • Owners can invite users from the Share modal

  • When inviting someone, you also assign them a role such as Viewer or Editor

  • Inviting a user gives them direct access to the 3D Presentation. After logging in, it will appear in their 3D Presentations list


What Happens When Someone Opens a 3D Presentation Link

When someone opens a view-only 3D Presentation link, VRIFY checks the presentation’s General Access setting and the user’s permissions.

Depending on the configuration, one of the following will happen:

The 3D Presentation opens immediately

  • The General Access is set to Anyone with the link, or

  • The user is logged in to VRIFY and has permission to view the presentation

The user is prompted to log in

  • General Access is set to Only people invited or Everyone at your company, and

  • The user is not currently logged in to VRIFY.com

After logging in, VRIFY checks whether the user has permission to view the presentation.

The user is prompted to request access

  • If the user is logged in but does not have access to the presentation, they can request access. The Owner will receive an email to review the request and approve or deny access.

Reminder: The url from the Copy Link button always opens the presentation in view mode, even if the person has Editor access. To edit a presentation, users must open it from their 3D Presentations list.


Learn More


Still Have Questions?

Reach out to your dedicated VRIFY contact or email support@VRIFY.com for more information.

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