|
Managing KnowledgeTree > Browse Documents > Assigning / Editing Roles
This procedure Assigns and Edits roles.
A Note on Roles, Groups, and Folder Permissions
| • | The KnowledgeTree administrator may allocate permissions to a Role (role-based permissions) |
| • | The Role may then be allocated to one or more Groups, so that the Group obtains the permissions of the Role |
| • | Role permissions may be assigned on folders - typically, sub-folders (child folders) within the folder inherits the role permissions of the parent folder. However, within a sub-folder, inherited role permissions may be overridden in order to define custom role allocations on the sub-folder. As with folder permissions, the role allocations of the parent folder can be reinstated at any time, thereby overwriting any custom role allocations that may have been set up on a sub-folder. |
|
Prerequisite:
Perform the following steps:
| 1. | Login; then, click Browse Documents to enter the folder structure. |
| 2. | Locate the folder where you want to allocate roles; then, click Allocate Roles in the Actions on this folder menu to open the Allocate Roles for [folder name] page. |
| • | 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.
|
