To view the document permissions (Standard View):
- Go to your project or shell (User mode) and click the Document Manager node to expand.
- Click the Documents sub-node to open the Documents log (for Project Documents).
- Click an item (document) from the log to select.
- On the right-hand pane, click the Permissions tab to view the document permissions.
To add or modify the document permissions (Standard View):
- Go to your project or shell (User mode) and click the Document Manager node to expand.
- Click the Documents sub-node to open the Documents log (for Project Documents).
- Click an item (document) from the log to select. You can select more than one item.
- From the toolbar, click the Actions drop-down list and select Permissions to open the Permissions overlay page. Alternatively, if you are working with one item (document) only, then you can click the gear menu (
), next to the item, and click Permissions. - On the Permissions overlay page, you can add or modify the document permissions by using the following options:
- Inherit form parent folder <parent folder name>
If the Inherit permissions from the parent folder checkbox at the top of the window is selected, the folder-level permissions will apply automatically and cannot be modified.
- Assign new permissions
- Click Save when done, or click Cancel to close the Permissions overlay page without any changes.
When you are working with more than one item (document), there is an additional option: Save and Close.
When you are working with permission of one item (document) only, there are additional options: Previous and Next. These additional options enable you to finish your work and navigate to permissions of the previous or the next item.
To modify the folder permissions, deselect Inherit permissions from the parent folder.
Do any of the following:
- To add a new user, click Add and add users or groups to grant permission. Select the user from the list and grant or remove individual permission.
- To remove a user’s permissions, select the user from the list and click Remove.
- To modify a user’s permissions, select the user from the list and grant or remove individual permissions.