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Work Area/Folder Security

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Permission

Effect

Folder inheritance status

The folder has user permissions control. No user access control.

Full control

Sets all other permissions except No access, giving the user total access to the folder with all editing facilities.

Change permissions

If on, the user can change their own or other users’ permissions on this tab.

Create Subfolders

If on, the user can create subfolders under the selected folder.

Delete

If on, the user can delete the selected folder.

Read

If on, the user can see the folder and view its properties. A user can have Read access without Write access.

Write

If on, the user can modify the folders properties. Setting Write access automatically sets Read access.

No access

If on, the user will not be able to see or have any access to the folder. Setting on No Access clears all other permissions, thereby taking priority over all others.

 

Document Security

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Permission

Effect

Document inheritance status

The document has user permission control. No user access control.

Full control

Sets all other permissions except No access, giving the user total access to the documents in the folder, with all editing facilities.

Change permissions

If on, the user can change their own or other users’ permissions on this tab.

Create

If on, the user can create documents in the selected folder.

Delete

If on, the user can delete documents in the selected folder.

Read

If on, the user can see documents in the selected folder, and view those documents properties. A user can have Read access without Write access.

Write

If on, the user can modify the properties of the documents in the selected folder. Setting Write access automatically sets Read access.

Change Workflow State

If on, the user has the rights to changing the document workflow state to next or previous state.

File Read

If on, the user can open files (attached to document in the folder) for viewing. Setting File Read access automatically sets (Document) Read Access. A user can have File Read Access without File Write access.

File Write

If on, the user can open files (attached to document in the folder) for editing. Setting File Write access automatically sets Read Access and File Read access.

Free

If on, the user can free a locked document, losing all modification within the document if it has not been synchronized with the server.

No access

If on, the user will not be able to see or have any access to the documents in the folder. Setting on No Access clears all other permissions, thereby taking priority over all others.

 

Content Pane

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Name

Description

Pencil

Write access – User can edit content.

Open Book

Read-only access – User can only read the document and not make any changes.

Red Check Mark

You have check out the document so that only you can make changes.

Lock

Document checked out or been exported by another user.

Exported

You have exported document.

Final

Document locked in Final Status. It is available as read-only.

Project Folder

A work area contains content specific to a project, attribute adhering to its sub-folders.

Folder

Folders or Subfolders contains content.

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