ProjectWise Explorer Help

To Set Permissions on a Folder or Work Area, Using the Access Control Tab

  1. Select a folder or work area.
  2. In the Preview Pane, select the Access Control tab.

    The Access Control tab displays the security settings of the current folder or work area, whether explicitly defined or inherited from its parent folder or work area.

  3. Select the type of security to set on this folder or work area.

    If you want to set object security settings on this folder or work area, then set Security Type to Folder.

    or

    If you want to set workflow security settings on this folder or work area, then set Security Type to Workflow.

    The next step is to add users, groups, and/or access lists to the Access Control tab. By default, clicking the Add button sets both folder and document permissions for the selected users, groups, and/or access lists. Use the menu attached to the Add button to control which set of permissions you want to set for the users, groups, and/or access lists you are about to add. Your options are:

    Menu Item Description
    Add user to Work Area/Folder Sets only folder permissions for the selected users, groups, and/or access lists.
    Add user to Work Area/Folder Sets only folder permissions for the selected users, groups, and/or access lists.
    Add user to Document Sets only document permissions for the selected users, groups, and/or access lists.
    Add user to Work Area/Folder and Document (default) Sets both folder and document permissions for the selected users, groups, and/or access lists.
    Note: The document permissions here are folder level document permissions. Once applied, these settings get inherited by the documents at the root of the folder.


  4. Do one of the following:

    If you want to set both folder and document permissions for the selected users, groups, and/or access lists, click Add user to Work Area/Folder and Document.

    or

    If you want to set only folder permissions for the selected users, groups, and/or access lists, click Add user to Work Area/Folder.

    or

    If you want to set only document permissions for the selected users, groups, and/or access lists, click Add user to Document.

    The Select Security Objects dialog opens.



  5. Select one or more users, groups, and/or access lists, and click OK.

    The selected users, groups, and/or access lists are added to the Access Control tab, with default folder and/or document permissions set, depending on which type of "Add" you performed.



  6. On the Access Control tab, turn on/off folder permissions and/or document permissions as needed for each user, group, and/or access list and click Apply when finished.

    If you selected an item that has no subfolders or sub-work areas, then your changes are applied now.

  7. If you selected an item that has subfolders or sub-work areas, select an option in the dialog that opens (see below) and click OK.

    Confirm Folder Security Changes dialog:

    SettingDescription
    Apply changes to this folder only (subfolders may still inherit them) If on, changes will be applied to this folder only. Any subfolders and sub-work areas of the folder that do not already have their own explicitly defined security settings will automatically inherit the changes as well. Inheritance down any branch of the folder only stops when it reaches a subfolder or sub-work area that already has its own, explicitly defined security settings.
    Apply changes to this folder and subfolders If on, changes will be applied to this folder and all its subfolders and sub-work areas, regardless of whether or not the subfolders and sub-work areas already have their own explicitly defined security settings.


    Confirm Work Area Security Changes dialog:

    SettingDescription
    Apply changes to this work area only (subfolders and sub-work areas may still inherit them) If on, changes will be applied to this work area only. Any subfolders and sub-work areas of the work area that do not already have their own explicitly defined security settings will automatically inherit the changes as well. Inheritance down any branch of the work area stops when a subfolder or sub-work area is reached that has its own explicitly defined security settings.
    Apply changes to this work area and subfolders, but not sub-work areas If on, changes will be applied to this work area and all its subfolders, regardless of whether or not the subfolders already have their own explicitly defined security settings. Inheritance down any branch of the work area stops when a sub-work area is reached.
    Apply changes to this work area, subfolders and sub-work areas If on, changes will be applied to this work area and all its subfolders and sub-work areas, regardless of whether or not the subfolders and sub-work areas already have their own explicitly defined security settings.