Security settings /access permissions are separately defined for folders and documents. In the folder properties you define not only the access permissions on the folder itself, but even default permission settings for documents. When you upload a document the default permission are automatically assigned but can be modified by the user who uploads the document or later on at any time.
|Tip: If you want to edit several folders or the whole folder structure, we recommend using the Folder-Permissions-Matrix.|
On the "Security" tab you adjust the permissions for the folder itself. The default permission settings for the documents are defined in the Folder Content-Security.
|Tip: We recommend assigning permissions only to groups. Thus you assign permissions on a company and not on an individual level and additionally you can edit the permissions using the Folder-Permissions-Matrix (this doesn't show permissions for single participants).|
- Mark the required group(s) in the group list on the right side. Use the search to find the groups.
- Click on "Add All Selected".
- Alternatively add groups individually using the plus .
- Define of the three hierarchical permissions on the folder for the selected groups:
Read: You can see the folder in the folder tree and access its properties.
Write: In addition to Read, you can also create documents in the folder and copy it.Full access: In addition to Write, you can also edit all properties of the folder and either move or delete it. You can also create sub folders.
- In order to revoke the access of a group, mark it at the left, and click on "Remove All Selected".
- Alternatively remove groups individually using the .
- Apply with changes with "Save".
|Attention: The system group All Participants contains all project participants. Be very careful if you use this group for permission settings, as the permissions for the selected groups are automatically taken over for new sub folders. if you are not careful, it can happen that all participants get access on restricted folders when you create several sub folder (over several levels) and you forget to remove this group.|
|Very important: To ensure that not only the owner or creator of a project is able to create folders on the 2nd level below the top most folder (this is the so-called Rootfolder which has the name of the project), you have to assign Full access permission to the Rootfolder to your Administration group. The Rootfolder is accessible only via the search for the project name:|
|Tip: The 3 permissions are hierarchical. Therefore every project participant can only assign the permission he has or any lower one to other participants. But it is not possible to assign higher permission than the one you have.|