Setting permissions on a file allows the users to protect the document by restricting a user's rights to having update, delete, read-only or full permissions. Full permission allows users to set permissions. In order to set permissions on a file, the user must:
- Navigate to the desired Briefcase module via the Briefcase or Projects application.
- Navigate to the folder in which the file you wish to change permissions to is located. Open the folder by clicking the folder name.
- Select the file from the file list by clicking on the name of the file.
- Click on the "Security" tab on top of the document detail screen.
- The system will then display a list of project members and their associated rights marked by a checkmark in the box below each level of permissions. The permissions are as follows:
- Full: The ability to set permissions, read, update and delete.
- Read: The ability to view and download the file only.
- Update: The ability to add versions of the file through check in and check out.
- Delete: The ability to delete the file. A user without delete permissions cannot have full permissions.
- To set the appropriate the permissions for project members, make sure that a check mark appears in the proper boxes corresponding to each permission level. A check mark means that permission is granted. No check mark means that permission is denied. Add or remove check marks by clicking on the boxes.
- Once complete click the "Save" button.
- If no changes are to be saved, click on the "General" tab at the top of the document detail.