The Permissions tab has several fields that are categorized under the following blocks:
- Inherit permissions from the parent folder
This option is not available for folders or files that do not have a parent folder (i.e., are located at the root).
This option has the following are the two blocks:
- User Name or Group Name
A selection section on the left. You can enter in the field (picker). Alternatively, you can click at an option to open a user or group picker, select one or more users or groups, and add your selections. When you select users or groups, an expanded list of selected users or groups appears.
If there are both users and groups, the first group is displayed as selected by default. The permissions are in the right section.
If there are no groups, but users only, the first user is displayed as selected by default. The permissions are in the right section.
You can delete any of the existing or saved permission (trash can icon).
The usernames shows the user's profile picture next to the username. Also, the user Title (from user's Unifier profile) is displayed below the username.
- Document Permissions
A definition section on the right. This section displays a list of all folder or file permissions. If the option "Inherit permissions from the parent folder" is selected, this section will become read-only. You can edit the contents of this section only when the option "Inherit permissions from the parent folder" does not exist (for root level files or folders), or if the option "Inherit permissions from the parent folder" is selected.
When you select multiple files (from the Document Manager > Documents log), the right pane displays the following tabs:
Revisions tab: The Revisions tab is not available if more than one file has been selected in the DM. This tab is displayed only if the document has revisions.
Permissions tab
Options tab: Revisions must have same file name
Audit Log tab: Print, Export To CSV, and Export to Excel.
- User Name or Group Name
- Selected Users/Groups
- Folder Permissions
- Document Permissions
- Apply these permissions to documents and sub-folders