Cacoo 101: Security settings

Folder and board security settings are managed by admins and apply to all boards and folders within an organization. These settings override any individual board or folder settings.

Organization security settings include:

  • Public sharing: For sharing boards via link, password protection, and permissions.
  • Board access: Enable board access for your entire organization or only for invited collaborators.
  • Shared folders: For creating shared folders.
  • Enabling members: Automatically enable organization access for invited members.
  • Integrations: For sharing, exporting, and accessing boards via third-party apps.
  • Folders: For individual folder settings.

To access your organization security settings:

  • Select your profile icon in the top navigation.
  • Select “Cacoo settings.”
  • Select the “Security” tab on the left side of the screen.

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Public sharing settings

The public sharing settings allow you to manage if:

  • Boards can be shared via public link.
  • A password is required for Boards accessed via public link.
  • People can view or edit boards accessed via public link. 

Board access settings

Board access settings allow you to automatically share new boards with your entire organization or only with invited collaborators (paid plans only). 

Shared folder settings

This setting lets you determine who can create shared folders: all organization members (Guests excluded) or admins only.

Enabling members settings

This setting, found in your organization’s security settings, allows admins to decide whether newly invited users are automatically given organization access upon joining or must wait for the admin to enable their access.

For existing organizations, the setting is off by default with no impact on current workflows.
For new organizations, the setting is on by default for smoother, faster onboarding.

Integrations settings

The integrations settings allow you to manage whether members can:

  • Share boards via Google Drive
  • Export boards to third-party apps
  • Access boards via third-party apps

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Folder settings

Depending on your role, public sharing and integrations settings can also be managed in folder permissions.

Admins and folder owners can change any permissions except those set in organization settings. Folder owners can’t change the public link setting if they’re not an admin. Folder editors can only view permissions set by admins and folder owners.

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