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This procedure displays and edits permissions on a folder.
Note: KnowledgeTree uses document permissions, whereas file permissions are an operating system construct. File permissions define which files the operating system users are allowed to access on the file-system. File permissions do not map to document permissions within KnowledgeTree - there is no relation between these two concepts. Find out more about KnowledgeTree's permissions system.
Note: Typically, only an administrator edits folder permissions, although users may also be granted the permission to do so.
Perform the following steps:
| 1. | Log in to KnowledgeTree's web interface; then, search or browse to the folder where you want to view or edit permissions. |
| 2. | Click Permissions in the Actions on this folder menu to open the View Permissions for [folder name] page, where you can view the current permissions set up on the folder. The default view is to view permissions by role and by group. |
| • | view the permissions of individual system users on this folder? Click View resolved permissions for user. Review the list of users onscreen. Note whether the user is part of a role or a group. To change the permissions on this folder for a particular user, you will need to change the permissions of the user's group or role. |
| • | override inherited permissions? Click Override permissions. |
What are Inherited Permissions? Permissions set up on a folder automatically pass down to its sub-folders, or child folders. Sub-folders thus 'inherit' their permissions from the higher level folder, or parent. To assign custom permissions to the child folder, 'inherited permissions' can be overridden, or reinstated as required.
| • | reinstate the permissions of the parent folder? Click Inherit permissions. Click OK. |
| • | edit permissions on the folder (existing permissions display in the table)? Click Edit permissions to open the permissions editing screen. Add / remove roles and/or groups from the Assigned Entities field to define the groups and roles for whom you are configuring permissions on this folder. Select or deselect check boxes in the table for each permission (relevant to the role or group) to define permissions on the folder. Click Update Permission Assignments. |
| • | add or remove dynamic permissions on this folder? Select a group and condition in the Add a new dynamic permission section; then, select the relevant permissions check boxes; to remove a dynamic permission, click the delete icon in the Remove column for the relevant group in the Dynamic permissions table. |
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