Feature

Advanced Permissions

Easily manage who can view, create, and edit content within your boards and libraries, ensuring sensitive information is only accessible to the right people.

Board-Level Permissions

Set Reader, Writer, or No Access

Control who can read, contribute, or have no access to specific boards based on user roles.

Granular User Permissions

Set individual user permissions within a board, overriding group settings for more control.

A user interface screen titled "Permissions and access rights" shows user roles like "Sales Rep" with Reader access and "Sales Manager" with Writer access, along with options to save or cancel. This setup is ideal for streamlined onboarding and effective employee training.
A permissions interface shows different user roles. "Field Manager" is being assigned "Writer" access from a dropdown menu, assisting with process documentation. Other roles include "Field Engineer" and "All users." This setup is integral for efficient employee training and onboarding procedures.

Library-Level Permissions

Reader, Writer, or No Access for Libraries

Decide who can view or edit content within specific libraries, ensuring only authorized users access sensitive information.

Override Board Permissions

Library permissions take precedence over board-level permissions, providing additional control.

Manage Permissions for User Groups

Assign Group-Level Permissions

Control access for user groups, such as departments or teams, to manage content more efficiently.

Individual Overrides

Override group permissions for specific users, ensuring the right access levels for everyone.

A desktop and mobile screen displaying a software interface for "Sales Best Practices." The mobile screen shows an AI assistant named Alice answering a query about sales practices, highlighting the importance of SOPs for efficient onboarding.

Quick Guide: Using Whale’s Permissions

Learn how Whale’s advanced permissions feature allows you to control who can view, edit, and manage your training content, ensuring the right access for every team member.

Other features

Export

Simplify sharing and analyzing data by exporting your Whale content and insights into PDF or CSV formats with just a few clicks.

Step Recorder

Quickly record step-by-step processes and automatically generate screenshots to create accurate and easy-to-follow documentation.

PDF and Word Import

Effortlessly Import PDF and Word Documents into Editable Whale Cards

Onboard, train and elevate your team
with Whale

Whale is AI-powered software for documenting processes and training.