Managing Folder Security


Concept


Steps:

  1. Begin by navigating to a Folder Security page in a collaborative workspace.

     

    Click the Workspaces link.

    Step 1
  2. Click the Search button.

    Step 2
  3. Click an entry in the Name column.

    Step 3
  4. Click the Documents link.

    Step 4
  5. In this example, you will manage security for the top folder of the Documents module.

     

    Click the Properties link.

    Step 5
  6. Click the Folder Security tab.

    Step 6
  7. Use the Folder Security page to manage the workspace members and privileges within the Documents module. This page lists the members and privilege sets for the current folder. Actual privileges are assigned on the Set Members Privileges page.

     

    A new folder automatically inherits the members and privileges of its parent folder. However, new privileges are not automatically transferred down the folder hierarchy and must be updated on a folder-by-folder basis. To assist with this process, an Inherit Members button appears when you view folder security for any subfolder, allowing you to quickly duplicate the same members as assigned to the parent folder.

     

    In this example, as the Documents module administrator, you will add privileges to an existing member and then add a new member to the top folder in the Documents module hierarchy.

    Step 7
  8. Click the Edit button.

    Step 8
  9. Use the Set Members Privileges page to assign privileges to the selected member.

    Step 9
  10. Select the additional privilege to grant to this user.

     

    Click the Documents Module Approver option.

    Step 10
  11. Click the vertical scrollbar.

    Step 11
  12. Click the OK button.

    Step 12
  13. Click the Add Member button.

    Step 13
  14. Click the Member Type list.

    Step 14
  15. Click the User list item.

    Step 15
  16. Click in the Member Name field.

    Step 16
  17. Enter the desired information into the Member Name field. Enter

     a valid value
     e.g.
     "PS"
    .

    Step 17
  18. Click the vertical scrollbar.

    Step 18
  19. Click the Documents Module Author option.

    Step 19
  20. Click the OK button.

    Step 20
  21. Click the Save button.

    Step 21

You have completed managing folder security for a folder in the Documents module of a collaborative workspace.

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