Information
For the activation of the Open Model or to run a test, please get in touch with your Key Account or Customer Success Manager.
In this article, you will learn :
- What Roles and Permissions are
- The difference between the "Open" and "Closed" Permissions Models
- Recommended use cases for each model
- Frequently Asked Questions
What are Roles and Permissions?
The Roles and Permissions feature in Sherpany provides a flexible and transparent way to assign access rights within meetings. It is designed to:
- Bring more flexibility and clarity when assigning permissions
- Make it easier to invite participants to meetings or share documents from the library
- Give you full control over who sees and edits meeting content
By using familiar patterns, this feature helps you confidently share relevant information with the right people.
What is the difference between the "Open" and "Closed" Permission models?
Sherpany offers two approaches to manage meeting access: the Open Model and the Closed Model. Each serves different collaboration needs:
Open Model
The Open Model gives all users in a room the ability to:
- Create meetings freely, without technical restrictions
- Invite any user or group from the room to meetings
- Define access rights (e.g. view or edit) for each user
- See a consolidated and clear overview of all users
Closed Model
The Closed Model offers enhanced control over meeting access and is particularly suitable for confidential or formal settings, such as Board meetings. It preserves familiar workflows while introducing a clearer and more structured permission system.
Key improvements:
- The user interface has been streamlined to offer a more intuitive experience.
- The previous role-based structure (“Admin”, “Editor”, “Member”) has been replaced with clearly defined permission sets (e.g. “User with restricted permissions”, “User + User Management”, etc.), making it easier to understand who can do what in a room or meeting.
- You can easily switch between edit and view modes, thanks to a toggle in the top-right corner.
Recommended use cases
Open Model
Ideal for Steering Committees or Executive meetings where autonomy and flexibility are important.
Use it when you want to:
- Enable all users in a room to create and manage meetings
- Remove group-based limitations for invitations
- Simplify collaboration by reducing ambiguity around permissions
- Scale up meeting usage across the organisation
Closed Model
Perfect for formal governance settings like Board meetings, where stricter control is needed.
Use it when you want to:
- Prevent unauthorised users from creating meetings
- Limit who can invite attendees to specific, pre-approved groups
Frequently Asked Questions
Certainly, at any time. The more "Open models" the merrier, because it means more excellent meetings will be created in Sherpany.
No. Users only see meetings and documents they’ve been invited to.
No. Pricing remains unchanged, regardless of the permission model used.
By default, users invited to a meeting get View Permissions and appear as Participants. To give Edit Permissions, the organiser must manually adjust access.