Managing workspaces

You can let users link to files stored on local and cloud-based workspaces when editing agendas and tasks as described in "Adding attachments and hyperlinks to an agenda". The option is also available to the note taker during meetings.

If you add an application ID for OneDrive or SharePoint, users can link to files stored on any OneDrive or SharePoint cloud account.

If you add one or more local SharePoint sites, users can link to files stored on those sites.

Users cannot add local SharePoint sites themselves. They can only use the sites you add.

Accessing the workspace page

Click Settings and select Admin.

Click Workspaces under System in the menu.

Enabling access to OneDrive or SharePoint cloud accounts

Under OneDrive/SharePoint Cloud, enter the name of the OneDrive/SharePoint cloud option.

Users will see and click this name on the drop-down when adding hyperlinks to cloud accounts.

Enter the application ID of the organization's OneDrive/SharePoint account.

If users have access to this account, they can connect to it when adding links. They can also, however, connect to any other OneDrive/SharePoint cloud account that they have access to.

For details on how to create an application ID, see the documentation provided by Microsoft.

Click Save.

Enabling access to local SharePoint sites

Click Add URL under Local SharePoint.

Enter the name and URL of a local SharePoint site.

Users will see and click this name on the drop-down when adding hyperlinks to the local SharePoint site.

Click Save.

Repeat this procedure as necessary to add more local SharePoint sites.

Disabling workspace access

To disable access to OneDrive/SharePoint cloud accounts, delete the application ID of the OneDrive/SharePoint account.

To disable access to a local SharePoint site, select it under Local SharePoint and click Delete URL.

Links inserted in agendas, tasks and elsewhere are not automatically removed when you disable access to the workspaces they link to; they just do not work anymore. If you disable access to a workspace that your users has linked to, remember to notify users of this so they can delete the links.