Assigning / Editing Roles | Document Management Software

Assigning / Editing Roles

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Setting Up and Managing KnowledgeTree > Browse Documents > Assigning / Editing Roles

This procedure assigns and edits the roles that have permissions on a selected folder.

Prerequisite:

•	Add the relevant roles

Perform the following steps:

1.	Use your administrator credentials to log in to KnowledgeTree's web interface; then, locate the folder where you want to allocate roles - search for the folder or navigate to the folder through Browse Documents.

2.	In the Actions on this folder menu, click Allocate Roles to open the Allocate Roles for [folder name] page.

3.	Do you want to...

•	remove the parent allocation on a role? Click Override Parent Allocation for the relevant role.

Note: This action creates a new, editable, role allocation - i.e. the Edit icon displays in

the Edit Users column, and in the Edit Groups column.

•	reinstate the parent allocation on a role? Click the icon in the Use Parent column for the relevant role. Click OK on the system verification message.

•

add or remove users for this role? Click the Edit icon in the Edit Users column for the relevant role to open the Allocate User to Role page; then, populate the Member users field with one or more users from the Available Users field; remove users from the role by moving their user name to the Available Users field. Click save changes when you're done.

Note: To find relevant users fast, enter criteria in the Filter fields (i.e. type a letter, or

a word, or the first part of a word) to display names matching the criteria at the top of

the display field.

Note: To select several names at once, hold down the keyboard Ctrl key while

selecting names; then, to populate the other field, you can either double

click on your selection or use the arrows to move the names.

•

add or remove groups for this role? Click the Edit icon in the Edit Groups column for the role to open the Allocate Groups to Role page; then, populate the Member groups field with one or more users from the Available Groups field; remove groups from the role by moving the group name to the Available Groups field from the Member groups field. Click save changes when you're done.

Note: To find relevant groups fast, enter criteria in the Filter fields (i.e. type a letter,

or a word, or the first part of a word) to display the names matching the specified

criteria at the top of the display field.

Note: To select several names at once, hold down the keyboard Ctrl key while selecting

names; then, to populate the other field, you can either double click on your selection

or use the arrows to move the names.