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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 over a week ago

Overview

When creating a 3D Presentation, you will be prompted to set the General Access level as part of the creation process. This can be updated at any time as your presentation moves from private collaboration to broader sharing.

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.

How you share a presentation depends on its access level:

  • Confidential presentations are shared by inviting users from the Share modal

  • Public presentations can be shared by sending the presentation link


General Access Levels

The General Access level determines who can open a presentation. You can view the current access level in the top-right corner of a 3D Presentation and in the Access column on the 3D Presentations page. Hovering over the access level will display whether the presentation is Confidential or Public.

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. To grant access to external collaborators, invite them from the Share modal. Learn more in Manage Access and Roles in a 3D Presentation.


User Roles

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

  • Owner: Can edit the presentation, manage roles and General Access levels, and manage access requests

  • Editor: Can edit the presentation and manage roles and General Access levels

  • Viewer: Can view the presentation

To edit a 3D Presentation, a user must:

  • Be an Editor or Owner, and

  • Have Present access 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 level 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.


Learn More


Still Have Questions?

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

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