Setting Document Manager Administration and User Permissions

To grant auto-sequencing configuration permission:

  1. Go to the Company Workspace tab, and switch to Admin mode.
  2. In the left Navigator, select User Administration, and then select Access Control.
  3. On the right pane, expand Administration Mode Access, expand Configuration, expand All, and then select Document Manager. This opens the Module Permission Settings window for the Document Manager.
  4. Select Add to assign permissions to a user that is not in the permission list, or select Modify to edit the permissions of a user that is already in the permission list. The Permission/Access Control window opens.
  5. Select Add Users/Groups to open the User/Group Picker.
  6. Select users to add, and select Add. Select OK when finished.
  7. In the Permission/Access Control window, select the desired users and select or deselect the Configure checkbox in the Permission Settings block.
  8. Select OK when finished.

To grant User mode permissions:

  1. Go to the Company Workspace tab, and switch to Admin mode.
  2. In the left Navigator, select User Administration, and then select Access Control.
  3. On the right pane, expand User Mode Access, and then expand:
    • Company Workspace, expand Document Manager, and then select Company Documents or
    • Projects/Shells, expand Document Manager, and then select Documents.
  4. Select 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.
  5. Select Add Users/Groups to open the User/Group Picker.
  6. Select users to add, and select Add. Select OK when finished.
  7. In the Permission/Access Control window, use the checkboxes to assign the following permissions to selected users:
    • Full Access
    • Create
    • Organize
    • View
  8. Select OK when finished.

For Unpublished Documents, the permissions are Publish, Download, Open, and View.

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