User features in Presentations

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

• Become an Author: It allows the Administrator to take ownership of a Presentation as an author. This option is also accessible from the context menu in the Presentations grid.

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.

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.

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.

• 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.

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.

Become an Author

The Become an Author feature allows an Administrator to take ownership of a Presentation by assigning author permissions to themselves. This action enables the Administrator to directly manage and edit the Presentation content, rather than only administering access or settings.

The option is available from the Presentation interface and can also be accessed through the context menu in the Presentations grid, ensuring flexibility in how ownership is assumed.

When the Administrator selects “Become an Author”, author permissions are immediately assigned to the user. A confirmation pop-up message appears stating “Successfully became author of selected presentations”, indicating that the action has been completed successfully.

Once the Administrator becomes an author, they gain full authoring capabilities for the selected Presentation, including content modification and collaboration management. This is particularly useful when a Presentation requires maintenance, updates, or reassignment, and no active author is available.

A Presentation must always have at least one author. The Become an Author action ensures continuity of ownership and guarantees that author-level access is maintained for governance and content management purposes.

Author Access Management

Authors can manage collaboration permissions through the Add Author Access and Remove Author Access actions, located next to the Email and Chat features.

These actions allow authors to grant or revoke authoring rights for other users included in the Presentation's sharing list.

A Presentation must always include at least one user with 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.