Document Management Permission

Document Categories

You can assign document categories to the Public, the Registered or the Special group.

 

Document Categories

Documents

Documents have two sets of permissions: one for viewers, or users who can download the document, and one for maintainers, or users who can edit and update documents.

The viewer and maintainer can be set to either;

  • a user group (Author, Editor etc...)
  • an individual user
  • a custom group (a collection of users)


These effectively control access to a document. If the user is not in one of these groups, he can't access the document.

Custom Group Sample

 

custom document group


Permissions in Document Management System

  • Permissions are controlled at the document level, not at the category level.
  • Setting a category to Special or unpublishing it, will hide the category, but will not prevent access to the documents inside the category. You need to set the permissions of the document itself.
  • Permission for the creator (which is the user who uploaded the document): This creator can have viewer or maintainer rights as well, even if he is not in the viewer or maintainer group.
  • You can't change the creator of a document. By turning on Override View or Override Maintain in Configuration -> Permissions, you can give all creators the rights to their own documents.

 

Sample Permission For A Document

 

document permission level

 

Back to online document management software, intranet document software.