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KnowledgeTree controls access to documents and folders through the permissions structure.
Permissions are assigned on folders, by:
| • | Group - permissions are assigned to groups. When users are added to the group, they acquire the permissions of the group. |
| • | Role - permissions are assigned to roles. When a role is assigned to a user, the user acquires the permissions of the role. |
Note: To view a folder in KnowledgeTree, you must belong to a Role or to a Group that has at least the 'read' permission on the folder.
View permissions on a folder
To view permissions on a specific folder, navigate to the folder in Browse Documents; then, click the Permissions link in the Actions on this folder menu to view the permissions set up on the folder.
See also:
 | | View folder permissions |
Enabling / Disabling Inherited Permissions
By default, permissions on a folder also apply to the folders below it (its sub-folders). This is called 'permissions inheritance'. You can also override and re-instate inherited permissions at any time, but you must have the 'Manage Permissions' permissions on a folder to enable or disable 'Permissions Inheritance'.
KnowledgeTree provides the following default permissions:
Permission
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Description
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Read
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allows you to view a document and its metadata. The Search and Browse function only returns content where you have at least the 'read' permission.
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Write
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allows you to change the content of a document and its metadata, to perform the check out / check in action, and to create new documents in folders where you have the 'write' permission.
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Add Folder
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allows you to create and edit folders where you have this permission on the parent folder.
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Manage Security
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allows you to set up and edit security options on the folder and on its' content, including editing permission and allocating roles that have permissions on the folder.
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Delete
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allows you to delete files and folders, where you have this permission on the parent folder.
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Manage Workflow
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allows you to change workflow settings on a document (e.g. perform a transition)
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Folder Details
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allows you to view details related to the folder name, and to view a transaction history.
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Rename Folder
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allows you to rename a currently selected folder.
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