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:

  1. Go to your project or shell (User mode) and click the Document Manager node to expand it.
  2. Click the Documents sub-node to open the Documents log (for Project Documents).
  3. Click an item (shortcut) from the log to select.
  4. On the right-hand pane, click the Permissions tab to view the folder permissions.

To add or modify the shortcut permissions:

  1. Go to your project or shell (User mode) and click the Document Manager node to expand it.
  2. Click the Documents sub-node to open the Documents log (for Project Documents).
  3. Click an item (shortcut) from the log to select.
  4. 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.
  5. 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 Saturday, July 12, 2025