Setting access to documents and folders

Assign access to a document or folder.

Use access control to protect and manage documents and folders at any hierarchical level from a library down to an individual folder or document. When your user account in the library was established, you were assigned an access role. This role allows you to perform certain tasks. You might be able to edit folders and files, or you might have read-only access. You might also have the highest level of access in the library, a Manager role, which gives you permission to determine who has access to specific documents and folders.

To allow or restrict access to documents and folders:

  1. For a document, click on the down arrow next to the document name to display the context menu, then click More Actions > Set Access. For a folder, click on the folder name, then click Manage Folder > Set Access.
  2. A list of access roles is displayed.
  3. Click Add and then select a role to add a user to that role.
  4. In the Directory Search window, search for a user name.
  5. Highlight the user name and click Add to move the username into the Selected names column.
  6. Click OK when you are finished. To confirm that the user has been added to a role, expand the role to see all users under that role.
  7. Click Done to save the access settings.
You can also delete a user or user group from a role to deny access to a document. To delete a user from a role:
  1. In the access roles screen, expand the role from which the user will be deleted.
  2. Click the trash can icon next to the user.
  3. When prompted, click OK to confirm that you want to remove permissions.
  4. Click Done to save the access settings.
Click the Actions button in the resource permission screen to change additional permissions settings, such as inheritance of permissions, and anonymous user access to a document.