When you create a shortcut, you become its owner and have full access to it. You can grant other users access to it. A shortcut will have limited permission settings related to the document or folder to which it points.
If you have granted folder-level permission to other users and allowed the permission to apply to the contents of the folder, those permissions will apply to the documents that you add to it automatically; however, you can modify these permissions per document if needed.
To view the shortcut 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 (shortcut) from the log to select.
- On the right-hand pane, click the Permissions tab to view the folder permissions.
To add or modify the shortcut 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 (shortcut) from the log to select.
- From the toolbar, click the Actions drop-down list and select Permissions to open the Permissions overlay page. Alternatively, you can click the gear menu (
), next to an item and click Permissions. - On the Permissions overlay page, you can add or modify the shortcut permissions by using the following options:
- Inherit form parent folder <project 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
- Inherit Permissions (View drop-down list)
- Apply these permissions to documents and sub-folders
6. Click Save when done, or click Cancel to close the Permissions overlay page without any changes.