List permissions
This dialog box shows the permissions for a folder selected in the repository including its child entries.
Filter: Using the drop-down menu, select which child entries (All entries, Folders only or Documents only) you want permissions to be displayed for.
Including references: Select the option Including references if you also want to list permissions for references.
Selected folder: Shows the folder you selected.
Progress: While the system is searching for permissions for the selection you made, a green bar appears next to Progress to indicate the expected duration of the process.
The column below Progress lists the permission sets found in the selected folder. If you expand one of the sets (triangle symbol). you can see which child entries use this permissions set.
Go to: The Go to button takes you straight to the respective entry in the repository.
Open in read-only mode: Click the Open in read-only mode to open the respective document in an external application.
User/group
Search for the desired user or group in the Add user/group field. Suggestions will appear as you type.
Click the corresponding suggestion to select a user or a group.
Alternatively: If you click the triangle to the right of the Add user/group field, this will open a drop-down menu. The drop-down menu contains a list of the users and groups you selected recently.
In the middle column, you can see which users or groups have already been assigned permissions for the selected entry and which permission settings apply.
Edit permission settings
To edit the permissions settings, select an entry in the middle column and select or clear individual permissions.
The following options are available:
- View (R): Users with View permissions have read access to the selected entry.
- Change keywording (W): Users with Change keywording permissions can edit the keywording for the selected entry.
- Delete (D): Users with Delete permissions can delete the selected entry.
- Edit (E): Users with Edit permissions can edit the selected entry.
- Edit lists (L): This permission only applies to folders. Users with this permission can change the content of the respective folder. For example, they can create documents in this folder or move documents from the folder.
- Set permissions (P): A user with the right to Set permissions for an entry in the repository can change the permissions that other users have to this entry.
Information: Options that are not applicable are shown in italics and enclosed in pointy brackets.
Personal (orange user icon): Use the Personal button to grant yourself sole access to the respective entry. All other permissions will be removed.
AND group: AND groups are useful if you only want to assign permissions to the users in a group that are also members of another group. To create an AND group, select two groups in the middle column and click AND group.
Members of the group
If you select a group, you will see the group members in the Members of the group column.
Double-click the corresponding user in the Members of the group column to select a member of a group.
Remove permissions
To remove all permissions from a user or group, click the X icon next to the selected user or group.
Apply: Click Apply to save the changes. The dialog box remains open.
OK: Click OK to save changes and close the dialog box.
Cancel: Click Cancel to close the dialog box without saving the changes.