Permissions Setup

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Overview

 

There are two types of permissions when working with Document Manager: Access permissions to the Document Manager applet (discussed here) and View rights assigned to Document Types.

 

Access Permissions for working with Document Manager are assigned in AD>Permissions.

 


 

Tutorial

 

Please complete the steps below to grant access permissions as appropriate.

 

1.Browse to Administration>Permissions
2.Select the Groups and/or Users you wish to grant permissions to
3.On the row next to the Group/User, click the lockbox. A dialogue will display.
4.From the Groups and/or Users Permissions tab, grant permissions as appropriate. Below is a list of permissions and what they grant access to.
5.Once the permissions have been selected, click Save.

 

Module

Applet

Special Rights

Description

Utilities

Document Manager

n/a

Used to manage Document Types and user view rights

 


 

Next: Server Configuration (Self-Hosted)