Controlling access to Focused View

How do permissions for viewing documents work in Focused View?

Permissions work as follows:

• If no users are allowed to view a document, the document does not enter the AI workflow and is not displayed anywhere.
• If a user is not allowed to view a document, it is unavailable for selection in Focused View but is still listed. Citations are also greyed out and unavailable.
• AI responses may still include insights derived from restricted documents.

Important: For clients who already have access to Focused View, all access options delivered in build 8.18.6 are shipped ON; for all other clients who do not have Focused View, the access options are OFF. 

How do I switch on Focused View?

For Opus 2 Solutions Operations and Customer Support staff there are operator-only toggles for Focused View at the tenant and workspace levels.

To use these settings at the tenant level:

Select Sys Admin > Features > choose from the following options:

• AI Focused View
• AI Focused View - hide general assist
• Focused View URL field box

To change access to Focused View at the role level, do the following:

Select Sys Admin > System Roles - Select a Role (e.g. Opus 2) and edit to add or remove Focused View.To change access to Focused View at the Project level, do the following:

1. Select a project. 
2. Select the Project drop-down list > Project Settings > Features tab has a Focused View option in it.
3. Select Edit to change the setting.