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

Custom Badges

Reward team members and showcase expertise by assigning custom badges that appear in the org chart, boosting motivation and visibility across your organization.

Branding

Tailor Whale’s appearance to match your company’s identity, ensuring consistency and a familiar look for your team.

Video to SOP

With Whale’s Video to SOP feature, creating clear and engaging documentation has never been easier! Simply upload a video, and our AI will automatically transcribe the steps into a written guide

Elevate your team with better process & SOP documentation

Whale is the #1 AI SOP platform for teams to document, share and manage their standard operating procedures.