User Features in Presentations

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This article explains several features that enhance user collaboration and administrative control within Presentations.

💡Presentation Notes

In versions 14.4 and earlier, these user features are not available in Presentations.

Top Menu Bar

The top menu bar offers the following options:

  • Rename: It allows the Administrator to rename the selected Presentation. This action is also available from the context menu within the Presentations grid.

  • Open: It opens the selected Presentation or its source Screen Capsule in a new browser tab.

  • Slide List: It displays a list of all slides within the Presentation.

  • Member List: It displays all users associated with the Presentation. The list includes details such as the author’s last access date and last edit date, and indicates if the user is the author of the Presentation. A context menu is available in the Member List grid, providing quick access to actions such as Email, Chat, and Add/Remove Permits. The Member List option shares some behaviors with standard table grids, which allow users to reorder columns and perform searches. However, the option does not fully inherit all table grid functionalities, as grouping options are not available with the Member List option.

Both the System Administration for Presentations and Member List grids now include context menus that replicate the functionality of the toolbar, which allows Administrators to perform key actions directly from the grid.

System Administration interface displaying Presentations with options to rename, open files, slide list, and member list.

The System Administration for Presentations grid also displays information that indicates the total number of Presentations and how many are currently selected. This behavior is consistent with other grids in the platform, such as those in the Send To and Subscriptions features.

Presentation management interface showing selected and total items and their details.

Chat, Email, and Delete

Three icons: Chat, Email, and Delete, appear on the top menu bar of the Presentation and when hovering over an author’s email address.

User list with options to message (chat option), email, or delete a specific user from a Presentation

  • Chat: The Chat feature allows the Administrator to communicate with users in the sharing list of a Presentation by creating either a single chat or a group chat. The chat window opens on the right side of the screen and remains visible while the Presentation is open.

  • Email: The Email feature enables Administrators to send an email to one or more users included in the sharing list of a Presentation. When this action is selected, the system opens the user's default email and automatically pre-fills key fields:

    • Recipients: The email addresses of the selected users.

    • Subject: The Presentation’s name.

    • Body: A message containing a direct link to the Presentation.

  • Delete: The Delete feature allows an author or Administrator to remove a selected user from the Presentation’s member list, thereby revoking that user’s access to the Presentation.

Presentations must have a user with author permissions

In a Presentation, at least one user must have author permissions. This rule applies to both user removal and author permission management: it is not possible to remove all users from a Presentation or revoke author access from the last remaining author.

Leave Sharing

The Leave Sharing feature allows users to remove themselves from the sharing list of a shared Presentation. When a user selects Leave Sharing, the Presentation is completely removed from the user's view. Only the Presentation owner can restore access by sharing it again.

Users without permissions cannot delete shared Presentations but can either archive them (a reversible action) or use Leave Sharing to permanently remove the Presentations from their workspace.

Slide List

The Slide List feature displays all slides contained in a Presentation. It provides an overview that includes the Presentation's name and detailed information about each slide.

Presentation management interface showing Slide List and user details for presentations.

The Slide List opens in a dedicated modal window, which presents metadata such as the slide's associated custom object or custom filter, the slide's position and order within the Presentation, and navigation buttons that allow users to jump directly to a selected slide. The Slide List modal inherits standard table grid behavior, including column management, ordering, and search capabilities.

This feature helps users manage, review, and navigate Presentation content efficiently.

Slide list for 'Presentation 1' showing details like order and last modified date.