Permissions
Archive permissions determine who may access which documents in the archive. That lets you specify, for example, that accounting may see invoices only while management can access every document. You grant the permissions per directory or tag, for individual users or for groups.
Permission required
To access this function you need the following permission:
- Manage archive permissions (
AdminUI_ArchiveStorage_ChangePermissions)
Permissions are granted through groups — see permissions – overview.
You reach the archive permissions through the menu navigation under Archive > Permissions.
Here you manage the access rights for archive directories and tags. You set permissions for individual users or for groups.
Permission levels
Section titled “Permission levels”| Permission | Description |
|---|---|
| No access | The user or group has no access to the directory or the tag. |
| Read | Documents can be displayed but not changed. |
| Write | Documents can be added and edited. |
| Delete | Documents can be deleted. |
| Change | Permissions can be adjusted. |
| Full control | Every permission is active. |
Assignments
Section titled “Assignments”In the Assignments area you configure the permissions per directory or tag.
The assignment happens in a matrix of:
- Directories — the archive directories, organised hierarchically
- Tags — metadata categories for documents
- Principals — the users and groups that rights are assigned to
Quick assignment
Section titled “Quick assignment”The No access and Full control buttons let you set permissions for several entries at once, quickly.
For more, see directories and tag management.