Assigning access to a document

Protect and manage documents and folders by assigning access.

Organizations can use the access control features of Document Manager to protect and manage documents and folders at any hierarchical level from a document library down to an individual folder or document. If you work with Document Manager, you have a role assigned to you. This role allows us to perform certain tasks. You might be able to edit folders and files, or you might have read-only access. You might also have the highest level of control in Document Manager, an administrative role, which gives you permission to determine who has access to certain documents and folders.

If you have administrative control, we can set access control for an individual file, or we can set access control for a folder. If you set access control for a folder, all of the contents of the folder have the same access settings. You must have administrative authority in the current document library, or be the owner of a folder or directory, in order to assign access. If you find that you are unexpectedly denied access to folders or documents, contact the Document Manager Administrator for assistance.

Access to documents is assigned as follows:

  1. Click on document name.

  2. Click the More Actions drop-down menu and then click Set Access.

  3. A browser window opens and displays a resource permissions grid. For an explanation of the roles in the grid, see Setting access to libraries or folders.

  4. Click the Edit (pencil) icon next to the role you want to assign to the document.

  5. Click Add to add a user group to that role.

  6. Click Done when you are finished.

Access to the Resource Permission portlet is required for the Edit option to be available. Refer to the Setting access to libraries or folders topic for more information.

In order to assign access effectively, it is important to understand the concepts of inheritance and blocking within the access control hierarchy. See Assigning access to a folder for a specific example.

 

Parent Topic

Working with documents

 

Related concepts



Setting resource permissions