Portal Express, Version 6.0
Operating systems: i5/OS, Linux, Windows

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Set access for folders and documents

Set access to Document Manager folders and documents.

You can set access to specific Document Manager resources, such as folders and documents:

1. Navigate to the Document Manager library which contains the folder or document for which you want to set access.

2. Select the document or folder, then perform one of these steps:

   • To set access to a document, click the document name, then click More Actions > Set Access.

   • To set access to a folder, select the check box next to the folder name, then click Folder Actions > Set Access to This Folder.

You can also set access for a group of users. For example, you can set User access on the reviewer group to allow Document Manager users in that group to review and approve draft documents.

1. Click Administration.

2. Click the plus sign next to Access.

3. Click Resource Permissions.

4. In the Resource Permissions window, click User Groups.

5. Locate the author group in the list of resources.

6. Click the Assign Access icon next to the author group.

7. In the assign access window, click the Edit Role icon next to the User role.

8. In the User role window, click the Add button.

9. Locate the reviewer group.

10. Select the reviewer group, and click OK.

Users with the Editor role need to have User access to the Resource Permission Portlet and the Resource Permission page for the assign access item to be visible.

 

Parent topic:

Setting access to libraries or folders

 

Related concepts
Access to Document Manager resources

 

Related tasks
Setting access to the content repository Setting access to a document library Assigning access to a folder

 

Related reference

Document Manager access roles

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