Setting Document Manager Administration and User Permissions
To grant auto-sequencing configuration permission:
- Go to the Company Workspace tab and switch to Admin mode.
- In the left Navigator, click User Administration > Access Control.
- On the right pane, select Administration Mode Access > 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 select or deselect the Configure check box 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.
- In the left Navigator, click User Administration > Access Control.
- On the right pane, select:
- User Mode Access > Company Workspace > Document Manager > Company Documents or
- User Mode Access > [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 check boxes 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For Unpublished Documents, the permissions are Publish, Download, Open, View.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.
See Also
Setting up the Document Manager
Document and Folder Properties
Importing Document Manager Attribute Forms
Working with Folder Structure Templates
Lock and Unlock the First-level Folder Structure
Last Published Thursday, December 14, 2023