Permissions

The Document Manager permissions are set at the module level through the Permissions window or Access Control. Permissions for the project/shell-level and company-level Document Manager are set separately. When permission is granted to view the Project Documents, Shell Documents, or Company Documents node, this only grants the user the ability to access the module and potentially to view documents stored there. Users must also be granted specific permission to create, modify, or view specific documents and folders in User Mode. This can be done by the folder or document's owner, or an administrator with full access permissions. Permissions at the folder or document level can be inherited from permission settings in the parent folder.

A user granted full access permissions will have access with full permissions to create, modify, or delete any folder or document, regardless of the permission setting at the folder or document level. In addition, a user who is the owner of a folder or document will have full access permissions on that folder or document. Any folder or document level permissions are ignored. However, if the owner transfers ownership to another user, the permission setting for the former owner will be determined by the folder or document level permission setting.

A user designated as the document administrator should have permission to create and maintain folder structure templates. Optionally, it is useful for the document administrator to have full access permissions granted for the Project Documents, Shell Documents, Company Documents, and Unpublished Documents nodes.

See Also