In this article you will learn :
- What are confidentiality levels,
- How they work,
- Important considerations.
What are confidentiality levels?
Confidentiality levels add an extra layer of access control in Sherpany. They ensure that only users with the appropriate clearance can view or handle sensitive content. There are 3 levels of classification:
Internal (Lowest)
Confidential
Secret (Highest)
By default, confidentiality classification levels are tied to the user’s Room role. Each user in a Room is assigned a classification level by the Room Administrator. Administrators always have the highest level: Secret.
How does it work?
When this feature is enabled, the classification level applies to:
Agenda items
Meeting documents
Corporate Library documents
Information
Classifications also apply to minutes & the meeting book
A user can only access content classified at their level or lower; examples:
| User Level | Content Level | Access |
|---|---|---|
| Confidential (2) | Secret (3) | ❌ |
| Confidential (2) | Internal (1) | ✅ |
| Confidential (2) | Confidential (2) | ✅ |
Information
If the same user is a meeting editor, they can access all content in that meeting, regardless of classification.
Important considerations
Automatic exclusions
If an agenda item has a higher classification than a participant’s level, they are automatically excluded from it.
Information
The list of excluded users includes both manually excluded and automatically excluded members.
Classification changes
Changing a user’s classification level does not affect their access to already scheduled meetings.
Example:
A member is added to a meeting with level 2
Later, their classification is changed to level 1
➤ They will still see the existing meeting's agenda item (level 2)
➤ But they will be excluded from similar content in new meetings