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Set Permission

With this function, the authorization for all selected documents and plans can be changed or supplemented. The change can only be made for containers that have edit rights and are not in the review run of a workflow. For documents and plans that have been released in the course of a workflow, the authorization can only be supplemented.

SET AUTHORIZATION FOR SELECTED CONTAINERS

To change the permission for tagged containers:

  1. Select the containers for which you want to change the permission by clicking the checkbox to the left of the label. The selection of containers can also be done using a search function.
  2. Click the "Selected documents ..." and then tap the sub-item "Set permission“.
  3. A dialog box displays all available people and groups. At the click of a mouse, the persons and groups that are to be authorized to access the selected documents can now be marked.
  4. In the dialog box, specify what type of permission to grant. In addition to read and edit rights, full access rights can also be assigned, which correspond to the rights of the creator.
  5. In the dialog box, specify whether to replace the existing permission or add the selected people and groups.
  6. In the next step, specify whether an infomail should be sent to the selected persons after changing the authorization.
  7. Start the conversion of the authorization by clicking on the "Carry out“.

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After the authorization has been changed, the changeover is confirmed in a status message in the header of the view and containers that could not be changed.

caution

The authorization can only be changed for those containers that are allowed to be edited by the user. Documents and plans that are in a review workflow cannot be edited.