Setting Document Manager Administration and User Permissions

To grant auto-sequencing configuration permission:

Go to the Company Workspace tab and switch to Admin mode.
Open the User Administration grouping node and click Access Control in the left Navigator.
On the right pane, select Administration Mode > Configuration > All > Document Manager. This opens the Module Permission Settings window for the Document Manager.
Click Add to assign permissions to a user that is not in the permission list, or Modify to edit the permissions of a user that is already in the permission list. The Permission/Access Control window opens.
Click Add Users/Groups to open the User/Group Picker.
Select users to add and click Add. Click OK when finished.
In the Permission/Access Control window, select the desired users and check or uncheck the Configure Checkbox in the Permission Settings block.
Click OK when finished.

To grant User Mode permissions:

Go to the Company Workspace tab and switch to Admin mode.
Open the User Administration grouping node and click Access Control in the left Navigator.
On the right pane, select:
- User Mode > Company Workspace > Document Manager > Company Documents or
- User Mode > [project or shell] > Document Manager > Documents.
Click Add to assign permissions to a user that is not in the permission list, or Modify to edit the permissions of a user that is already in the permission list. The Permission/Access Control window opens.
Click Add Users/Groups to open the User/Group Picker.
Select users to add and click Add. Click OK when finished.
In the Permission/Access Control window, use the checkboxes to assign the following permissions to selected users:
- Full Access
- Create
- Organize
- View.
Click OK when finished.

For Unpublished Documents, the permissions are Publish, Download, Open, View.

For Document type business process permission settings, refer to the Unifier Data Reference Guide.