Defining Folder Permissions

You can control user access to folders in the Documents module by configuring permissions to the various roles defined in the project. Controlling accessibility of folders in the document management system ensures a high level of security for the documents in the folder.

Note: The Administrator role has all permissions in the application.

Steps

1. In the navigation pane, click the required folder to define access permissions.
   For information accessing a documents folder, refer Accessing Project and Contract Documents.
2. In the Folder group, click Permissions.
   The Document Permissions page is displayed.
   The roles available in the project are displayed as the rows of the permissions table and document management features are displayed as the columns for you to assign role based permissions to the document folder.
3. Corresponding to each role, select the required check boxes to provide access to or clear the required check boxes to restrict access to the feature in the folder.
4. Click Save.
   The permissions defined on the folder are saved.

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