Read and Write Permissions
Topics
General
Access to all generated documentation elements is controlled via rights. It can be specified whether only the owner, the group (in which the owner is a member), or all members have access.
There is a distinction between read permission, write permission, and delete permission. The write permission also includes the read permission. A missing read permission means that no access can be made to the object in any way; it is practically non-existent for the affected user.
The use of group access permissions enables restriction to a specific circle of members, which can be controlled by simply adding or removing members from the groups. Therefore, special care must be taken when defining groups and assigning them to areas of the documentation.
Access Rights Settings
The settings for access rights can only be performed by the Owner if they have at least the role Editor, as well as all members to whom the role Documentation Manager was assigned. All other members can view the rights but not change them.
To call up the rights for an element, click on the symbol next to the field
"Owner" on the right side .
The owner and access rights are displayed in a dialog:
If you are the owner of the displayed object yourself or have the Documentation Manager role,
the action symbol will be displayed, with which
instead of the display dialog, the form for changing the access rights is called up.
Change Owner and Group
The basis for restricting to certain members is the membership of each object in an owner. The owner is set automatically when creating the object. Depending on the configuration, it is either the creator themselves or the owner of the parent object. However, the owner can be adjusted afterwards. If group rights are to be evaluated, the owner should not be chosen from the group "All Participants", but from a self-defined group.
| Note: | If a member from the group "All Participants" is selected as the owner, the choice corresponds to the access rights for the groupAll. A restriction is no longer given! |
In the upper area, the owner and the group from which the owner was selected are displayed to you. Set the option Inherit group and owner, if configured, so that when taking over changes, the owner is also taken over for the subordinate documentation structure.
To set the owner, click on the symbol next to the field Owner. This is available only if you have the role of Document Manager. If you do not have the role of Document Manager, only groups in which you are a member are available to you. In this case, click on the symbol not , only groups
in which you are a member are available to you. Click on the symbol
next to the field Group.
Select the desired owner and confirm your choice with OK.
Edit access rights
There are three types of access rights:
| Read right: | The read right refers to the visibility of the object, without objects being visible to non-authorized members. A restriction of a read right also applies to all subordinate elements. Thus, for an object to be visible at all, there must also be a read right in all superordinate fields, folders or maps. |
| Write right: | Write right means being able to change properties, create new objects and upload documents. The write right is not automatically inherited by subordinate elements. |
| Delete right: | Without delete right, the object cannot be removed from the documentation. |
For each type of access, the user circle can be defined. Available options are exclusive access by the owner, access for the group in which the owner is a member, as well as access for all members.
Regardless of the setting made, the Document Manager has full access to perform administrative tasks here.
Set the option Inherit rights, if configured, to also inherit these for the elements of the subordinate documentation structure upon taking over the changes.
Rights for additional groups
In addition to the access rights assigned above, any number of groups can be granted additional read or write rights. This allows consideration of groups that do not correspond to those specified when selecting the owner.
The additionally configured group access rights also apply if the standard access rights have been restricted to the owner. To maintain an overview when using additional groups, this configuration can be used as a standard setup.
The selection dialog for groups is opened via the green arrow . Mark the desired groups here and confirm with OK
The groups for the additional access rights can also be inherited by the subordinate elements, provided this function is configured.
Inherit rights
At most locations, such as folders, the rights and the owner can be inherited by the subordinate objects.
By setting the corresponding checkboxes, various rights and the owner can be inherited individually or in combination. With Inherit changes in document access rights! the subordinate documents also receive the selected rights and, where applicable, the owner. For indices and document maps, this option is not available, as they contain only (CAD) documents, meaning rights are inherently inherited only by these. By selecting inherit all rights all checkboxes in the dialog are automatically set, thereby inheriting all rights and owners.
| Note: | Inheriting rights and owners can lead to significant changes in the rights structure of the documentation! |