Setting Permissions for Unpublished Attachments

Whenever a mail is received through the Project Mailbox, the attachment associated with the email will be captured within the Document Manager (DM). A new folder will be available under Project Mailbox node in which all unpublished mail attachments will be available for publishing to Shell DM.

To set Unpublished Attachments permissions for Shell Instances and Standard Project Instances:

  1. Go to your project or shell mailbox.
  2. Open the User Administration grouping node and click Access Control to open the log.
  3. Click User Mode Access to expand it.
  4. Click Projects/Shells to expand it.
  5. Click Mailbox to expand it.
  6. Click Project Mailbox to expand it.
  7. Click Unpublished Attachments to open the Unpublished Attachments window.
  8. Click Add or Modify and grant the following permissions:
    • Publish

      To allow publishing into the DM.

    • Download
    • Open
    • View
  9. Click Apply when finished.

See Also

User Administration

Owner Company or Sponsor Company

Partner Company or Member Company

Assigning Application Access (Cloud Only)

Editing User Permissions at Company, Shell, and Project Levels

Importing User Attribute Form

Adding and Managing Company Users

Creating Partner Companies, Users, and Permission Settings (On-Premises Only)

Creating Partner Companies and Users (Cloud Only)

Adding and Managing Partner Company Users

Adding and Managing Groups

Integration Users

Managing Users in Bulk

Creating and Managing User Preference Templates

Creating an Approved Email List for Project/Shell Mailboxes

Editing, Deleting, and Finding Email Addresses

Importing and Exporting Email Addresses

Managing Permissions and Access Control

Announcements Node

Working with the License Manager

Running System Usage Reports

Setting Permissions for Inbox

Task Reassignment (Company and Project)


Last Published Saturday, July 13, 2024