Setting up folder's security policies
If you have the Security permission in a folder, you can access the Security tab of the details panel.
Here you can see a grid in which you can grant / revoke permissions to groups and users.
To grant / revoke a single permission, just check / uncheck the corresponding checkbox.
To add a new security entity use Add Group or Add User list boxes, while to drop an element right-click on the name and press Delete or just revoke the Read permission.
If you want to make your changes persistent in the current folder, you have to press the Apply Rights button and if you want to propagate these settings to all child folders, press Apply to Sub-folders.
Complete list of Permissions
| Permission | Applicable Resources | Actions Allowed on Resources |
|---|---|---|
| Read | all | accessing and using |
| Preview | document | displaying in the interface |
| document | printing | |
| Download | document, folder | extracting from the platform |
| document | including the resource in an email | |
| Write | all | editing |
| Add | folder | adding new elements inside |
| Security | document, folder | managing security policies |
| Immutable | document | enabling immutability |
| Password | document | protecting with a password |
| Delete | all | logically removing |
| Move | document, folder | moving into another location |
| Rename | document, folder | modifying the name |
| Custom ID | document | editing the Custom ID |
| Revision | document | editing the Revision |
| Import | folder | importing from .zip archives or other source |
| Export | folder | exporting to .zip archive or other target |
| Sign | document | digitally signing |
| Archive | document, folder | archiving or inserting into an export archive |
| Workflow | document | launchin a new workflow instance |
| Calendar | document | creating a calendar event |
| Subscription | document, folder | subscribing other users to the issued alerts |
| Automation | document, folder | invoking an automation routine |
| Reading request | document | sending a reading request |
| Store | folder | changing the default store |
Admins can do everything
The users in the admin group always have full permissions on all the resources.Inherit security policies from another folder
Sometimes you want to replicate the security policies of another folder, to do so it is sufficient to click on Inherit Rights. A popup window will allow you to choose a folder from which the permissions will be inherited. Please select a folder there and confirm.
After this, the current folder maintains a 'link' to the other one you have chosen. Please note that now every time you change the security policies in the referenced folder, the changes will be automatically replicated here.
If you want to 'unlink' the folder, just click on Apply Rights and all the security policies you see will be saved locally.