Modify Shortcut Permissions

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:

Go to the shell tab and switch to User mode.
In the left Navigator, select Document Manager, and then select Documents to open the Documents log (for Project Documents).
Click an item (shortcut) from the log to select it.
On the right pane, click the Permissions tab to view the folder permissions.

To add or modify the shortcut permissions:

Go to the shell tab and switch to User mode.
In the left Navigator, select Document Manager, and then select Documents to open the Documents log (for Project Documents).
Click an item (shortcut) from the log to select it.
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 select 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.

Last Published Monday, April 14, 2025