Article

How do I set content permissions for roles?

Body

 

Setting permissions for a document

 

  1. Go to the Documents tab.
  2. Click More Actions and select Permissions.
  3. Click in the Permission column for the row of a role and select a permission level. Manage isn't an option for permissions set in the Documents tab:
    • Hidden
    • View
    • Print
    • Download
  4. Repeat for each role that needs a new access level for this document.
  5. Click Save.

 

 

 

Manually setting permissions for documents

 

  1. Go to the Permissions tab.
  2. Select the default Content Access page.
  3. Choose roles by ticking the checkbox next to their name in the right panel.
    1. Roles can be filtered to display:
    2. Use the Search field to filter for and select by role name
  4. Click in a role's column and click Edit Permissions to confirm.
  5. Click the segmented bar to select the permission level you want to set. Filerooms and folders that have their segmented bar clicked will assign that permission level to all of it's contained items:
    • Hidden
    • View
    • Print
    • Download
    • Manage
  6. Click the arrow to the left of a folder or fileroom to expand or contract it. 
  7. Repeat steps 5 and 6.
  8. Click Save.
  9. Click Confirm.

 

 

 

Setting permissions in bulk by filtering

 

  1. Go to the Permissions tab.
  2. Select the default Content Access page.
  3. Choose roles by ticking the checkbox next to their name in the right panel.
    1. Roles can be filtered to display:
    2. Use the Search field to filter for and select by role name
  4. Click in a role's column and click Edit Permissions to confirm.
  5. Filter by either clicking the funnel icon in the header of these columns:
    1. Status
    2. File Type
    3. Document Disclaimer (hidden by default)
  6. Select a document by ticking the checkbox to it's left or tick the checkbox in the header to select all visible documents.
  7. Click Permissions in the top menu.
  8. Select the permission you wish to set. Manage isn't an option for bulk filtered permissions:
    • Hidden
    • View
    • Print
    • Download
  9. Click Save.
  10. Click Confirm.
  11. To bulk set permissions for more documents, click the right arrow in the bottom-right to the right of Page X of X.
  12. Repeat steps 6-10. 

 

 

Publishing/Unpublishing Content from Permissions
  1. Go to the Permissions tab.
  2. Select the default Content Access page.
  3. Choose roles by ticking the checkbox next to their name in the right panel.
    1. Roles can be filtered to display:
    2. Use the Search field to filter for role names.
  4. Click the Edit button in the top left.
  5. Select Live.
  6. Filter by Status or File Type columns.
  7. Select the checkbox to the left of documents or select the checkbox in the header to select all visible documents. You can choose up to 25.
  8. Click More Actions in the top menu.
  9. Choose to Publish or Unpublish documents.
  10. Click Save.
  11. Click Confirm.
  12. To bulk set permissions for more documents, click the right arrow in the bottom-right to the right of Page X of X.
  13. Repeat steps 9-12. 

 


Check your settings by viewing the project as a role.



 

Title
How do I set content permissions for roles?
URL Name
How-do-I-set-permissions-for-roles

Summary

This article provides guidance on setting access levels for project data. It includes a detailed explanation of the steps to set permissions, along with an embedded video for better understanding.

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