Setting Document Manager Administration and User Permissions

To grant auto-sequencing configuration permission:

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. Click Access Control in the left Navigator.
  3. On the right pane, select Administration Mode > Configuration > Document Manager.
  4. Select Configure.

To grant User Mode permissions:

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. Click Access Control in the left Navigator.
  3. On the right pane, select:
    • User Mode > Company Workspace > Document Manager > Company Documents or
    • User Mode > [project or shell] > Document Manager.
  4. Select Full Access, Create, Organize, or View.

For Unpublished Documents, the permissions are Publish, Download, Open, View.

For Document type business process permission settings, refer to the Unifier Reference Guide.

See Also

Setting up the Document Manager

Document and Folder Properties

Permissions

Categories

Importing Document Manager Attribute Forms

Working with Folder Structure Templates

Lock and unlock the first-level folder structure

Configuring Document Manager



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Last Published Friday, April 9, 2021