Selecting a Role to View Permissions

To select a role:

  1   Navigate to Permissions > Content Access tab.

  2   Click on the check box for the role that you want to view within the Roles panel to the right. The role's permission set displays in the middle panel. To de-select a role, click on the check box again.

 

Viewing the Permissions of a Selected Role

To view a role's permission set:

  1   After you have selected the roles which you would like to view, the role permissions display in the middle panel. Fileroom(s) are displayed in the Index panel.

  2   Expand the fileroom by clicking the fileroom icon to view the permissions for all folders/documents contained in the selected fileroom.

  3   Expand or collapse folders by clicking the associated arrow icon.

To conveniently view a list of members within a role, select the options menu (3 vertical dots) associated with the role and choose View Assigned Users.