Set access for folders and documents

 

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We 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.

We can also set access for a group of users. For example, we 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 | Access (plus sign) | Resource Permissions | User Groups

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

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

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

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

  6. Locate the reviewer group.

  7. Select the reviewer group, and click OK.

 

Parent Topic

Set access to libraries or folders

 

Related concepts

Access to Document Manager resources

 

Related tasks

Set access to the content repository
Set access to a document library
Assign access to a folder

 

Related reference

Document Manager access roles