Set Access and Permissions for Document Manager

Items within a project's repository are available for viewing by the project participants, depending on the permission type assigned to the members.

Required Role(s): PME, Site Admin

Access permissions types for folders and files:

• Document Controller - Specified members in the project who has access, can create folders, and upload documents

• Edit Document Metadata - Specified members in the project who has access to edit the Document metadata

• Project Documents - Specific members or groups who can view or edit the folders and files

To set access rights to the Document Manager module and its folder or files:

Step 1: Navigate to the Project setting from the Settings menu in the sidebar

Step 2: Access the Groups menu and open any group from the list

Step 3: Specify the Users who must have access to Document Manager

Step 4: Specify the module and configuration parameters for the Document manager

Step 5: Save your settings

Related Tasks

Create New Folders

Setup Document Numbering Pattern

Upload and Download Files

Update Document Properties