You can control user access to specific items (folders, files, comparison results, and forms) by setting permissions for the item. For example, you can prevent a group from viewing a folder, or you can allow a user to modify a file they wouldn’t normally have access to.

Note  For more information on how permissions work, see Understanding Permissions.

 

Click Files to access the Home page.


 

  1. In the Files area, select a folder, file, form, or comparison result.
  2. Click , then click Permissions. The existing permissions for the selected item are shown. By default, only rules created for the item are shown. To also show rules applied through roles, turn off the Explicit Rules Only toggle.
  3. To define a rule, enter the following information, then click Save beside the new rule. (For more information on creating rules, see Understanding Permissions.)

Allow  Select the rule type (Allow or Deny).

Entity  Enter the user or group the rule applies to. As you start typing, a list of matching users and groups appears that you can select from.

Roles/Action  Select the role to allow or deny for the item. The user (or group) will be allowed or denied the actions for this role for the selected item. If you want to allow or deny all access to the item, select All Access.

        4. To remove a rule, hover over the rule and click X.

        5. When you’re done adding rules, click Done.