Access rights under control: need-to-know down to the agenda item
Who sees what stays under your control, including what the AI can answer.
Board meeting · Q2
Tue, 12 Mar 2026 · 2:00 pm
Access
- MKM. KellerEdit
- GBoard of directorsView
- GExecutive teamView
- SVS. VogelAgenda item 3 onlyGuest
What you get
Need-to-know by default
Control who sees which meetings, folders and agenda items.
Groups instead of one-offs
Manage roles once instead of chasing individual shares.
AI respects the same rules
Answers never reveal what a member is not allowed to see.
Roles and members
Who belongs to the organisation and what may be viewed or edited.
Permission groups
Define once, reuse across meetings and documents.
Guests per agenda item
Invite granularly without opening the whole meeting.
In detail
To map complex access logic
You control access at organisation, meeting, group and agenda-item level. The same logic applies to documents and AI answers. Guests only see the agenda item they were invited to.
Especially granular: you can invite guests specifically to individual agenda items of a meeting. That way HeyEla mirrors the flexibility of real organisations without softening need-to-know.
The same access logic also applies to AI capabilities: anyone who may not see documents or meetings also cannot search them through AI.
Organisations need more than all-or-nothing. We built access management so roles, groups, meeting shares and agenda-item guests can reflect the real structure of your organisation.
Who it’s for
Built for the people who run the meeting
Chair
Decides who sees which meetings and documents - for instance for confidential matters or conflicts of interest.
Corporate secretariat
Manages roles and groups instead of individual grants and invites guests to specific agenda items.
IT & compliance
Reviews access logic and SSO integration, knowing AI answers respect the permissions too.
From the field
“With HeyEla we could enforce our IT requirements for access management, thanks to the flexible design of the tool.”
Frequently asked questions
Does access control also apply to AI answers?
Yes. AI capabilities respect the same rights as documents, meetings and protocols.
Can I use groups instead of individual grants?
Yes. Define permission groups once and share meetings or documents with the group. New members inherit access.
Can I invite guests for only one agenda item?
Yes. Guests see only the agenda items and materials they were invited for.
Can we connect SSO?
Yes. Access management is designed for existing identity providers.
How do I manage board access rights cleanly?
With roles and groups instead of individual grants: board, committees and guests get defined rights that can be narrowed down to individual agenda items and documents.
What happens when a member has a conflict of interest?
Share confidential meetings and documents only with the people intended - anyone without access won't see them via AI search either. Guests can additionally be invited to specific agenda items only.
Explore more
From the blog
24 October 2026
Data sovereignty in the board: CLOUD Act, revised FADP and where minutes and documents are kept
What the US CLOUD Act means for a board of directors, what the revised Swiss data protection act requires when AI is used, and what to ask a provider.
18 August 2026
Organising board meetings in holding structures: what works
Several companies, several boards, often the same secretariat: how holdings organise board meetings across all entities without data getting mixed up.
5 August 2026
Who may see what? Getting board access rights right
Confidential documents, guests, committees and AI: a pragmatic guide to how boards organise access rights cleanly - without individual-grant chaos.
Related features
Related use cases
Next step
See HeyEla with your use case
A focused 45-minute demo with your board workflow in mind, or estimate the business case in about 90 seconds.