Sharing Documents and Folders
In the following parts of this section we will use as example hypothetical organization - Acme Inc. Acme Inc has five teams:
- Marketing (Merry, Mara, Jane)
- QA (Casper, Elizabeth)
- Development (Mark, Dora, David)
- HR (Lila, Hana, Luke)
- Managers (Mark, Jane, Luke)
In order to be able to share documents and folders, user needs to have following permissions:
Shared Node
-Create
Shared Node
-Update
Shared Node
-Delete
Users
-Select
Groups
-Select
Roles
-Select
Thus, if hana
from HR
want to share a folder with user david
from Development
team
she needs to have permissions mentioned above.
But hana
want to give david
just read only permissions, i.e david can only view document
and do nothing else with it.
For that, system administrator needs to create in advance a role named, e.g. "Read Only Documents and Folders" with following permissions:
- Nodes View
- Pages View
To grant access to e.g. one of documents of the HR
department hana
needs
to select respective folder and click "Share Documents and Folders" button. Then
in "Users" dropdown she needs to pick david
and then in "Roles" dropdown she needs
to pick role "Read Only Documents and Folders". Then click "Save":
Now david
has access to shared "Events-2025" folder:
In order to revoke access permissions to shared folder, hana
needs to select respective
shared folder, click "Manage Access" button, then select permissions she wants to revoke
then click "Trash" button. Then click "Save":
Note
Role "Read Only Documents and Folders" needs to be created in advance by privileged user. For accessing documents and folders in read-only mode it is sufficient that associated role these two permissions:
- Nodes View
- Pages View
Note
Role is just a set of permissions