Document Explorer Permissions

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The permissions the user has against a document depend on his/her access level and on the security attribute of the document itself.

Each document and folder has a security attribute. These are:

  • Public
  • Private
  • Customer

Each user has an unique, well-defined access level in each workspace. The following table lists the available access levels:

Access Level Description
Owner This is the most powerful access level. If you have this access level in a workspace you are able to do everything.
Trusted This is the access level of a user who can access public documents. It is the access level used to spread knowledge across the company; when a user is trusted on a workspace, he can access all the public documentation that is associated to it and children workspaces.

However this access level does not allow to access the workspaces below the projects. In order to go below the user needs to be Member at least.

Active This is the access level of a user who is supposed to write documentation in the workspace.

Note: as an exception to the general law, this access level is not inherited on children workspaces by the user.

Member This is the default access level when a user is assigned to a project. In terms of rights it is equivalent to Trusted but allows the user to access children workspaces.
Customer This access level is used to give the customer of a project access to it. It gives a limited access to the project.
External This is the weakest access level. The user with this access level cannot access the workspace at all neither he/she can access the associated documents. You give a user the external access level if you want to be sure he/she cannot access the workspace and the documents in it.

The following tables defines the permissions corresponding to the different security attributes and access level:

Structural Project Dynamic and

Folder

Owner read

write share

read

write share

read

write share

Active read

write

read

write

read

write

Trusted none read read
Member none read read
Customer none none read
External none none none

The following table gives more detail on permissions:

Read Write Share
Folder The user can list the contents of the folder The user can modify the contents of the folder creating, renaming or deleting a document or folder The user can share the folder to a different workspace
Document The user can download the document The user can download, lock and update the document creating a new revision It is not possible to share a single document
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