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Speaking of
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define security criteria for folder or for document...
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The platform offers security settings options to define access permissions and restrictions, as well as actions on folders and documents. These security criteria can be configured specifically for each user, user groups, or all active users on the platform. Therefore, the same user can be configured with several types of permissions and restrictions for a given folder or document, considering the highest permissions and restrictions defined for this user.
Restrictions are used to override permissions; therefore, a restriction without a permission does not generate any results.
Example Example of when a restriction can be used: a user group was granted full permission to a document. However, one of the users belonging to the group should have view-only permission. Therefore, a Modification type restriction must be registered for this particular user, which will only enable the user to view the document, and not make any changes.
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Nota |
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Whenever the security settings of a folder or document are changed in the platform, such changes are not automatically applied to users connected to fluig Connect. To apply the changes, click “Reload fluig Connect” in order to update all remote directory settings. |
Access security configuration
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01.
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Click the Documents menu.
02. Find the folder or document whose security has to be configured.
03. Click the More actions button for the folder or document and select the Properties option.
04. Click the Security tab.
Inherit security from the parent folder
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This option is only available for subfolders or documents created within folders where security criteria is configured.
01. Go to the Security tab as shown in the Define security criteria for folder or for document item.
02. Check the Inherits security from parent? option.
Define security criteria for folder or document
01. In the Security tab, define whether the folder or the document should inherit the security criteria of the parent folder.
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When the option Inherits security from parent? is checked, all safety criteria of the parent folder are assigned to the folder or document. If the parent folder also inherits the same security criteria, these criteria (from the "grandparent" folder) are applied to the folder or document, and so on consecutively. Even if the security criteria are defined as inherited, you can include other criteria that will be exclusive to the folder or document.This option does not appear when you create a document (folder or form) in the root folder, or when you create a folder or document in a folder that does not have any safety criteria defined |
Add permission
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01. Go to the Security tab as shown in the Define security criteria for folder or for document item.
02. Click on 1 – Permissions.
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The permissions area allows you to configure access to the folder or document being created or edited. |
03. Click on Collaborator to define Define the permission criteria.
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Collaborator Group All |
04. In the window that opens, select the user for which the permission criteria will be defined.
05. Click on Select.
Group rules, select the option that determines the rule that will be considered for user groups.
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Depending on the option selected, the security treatment for groups will be different. The available options are: - ALL group users: when selected, all group users for whom you have defined permission criteria will have access to the document/folder. This access is limited to the security level defined for the group. This option works with the concept of union of all groups. - ONLY group common users: when selected, only group common users for whom you have defined permission criteria will have access to the document/folder. This access is limited to the security level defined for the group. This option works with the concept of intersecting users of groups. For all options, the higher permission is always considered. These rules are only applied when there is more than one group. |
0506. Define the permission criteria for the user or group in the columns shown next to.
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List content Download and printing All versions Security level To exclude a user from the permission criteria, click on the bin icon located in the Delete column. |
07. Click on Group to define permission criteria for a user group.
08. In the window that opens, select the user group for which the permission criteria will be defined.
09. Define the permission criteria for the user group in the columns shown next to the group name.
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For more information about options for the columns, see Learn more in step 06. To exclude a user group from the permission criteria, click on the bin icon located in the Delete column. |
06. After making the necessary changes, click Confirm to save.
Add restrictions
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Restrictions are used to override permissions. Therefore, a restriction without permission does not have any effect in the security definition rule.
01. Go to the Security tab as shown in the Define security criteria for folder or for document item.
02. Click on 2 - Restrictions.
03. Define the restriction criteria.
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Collaborator Group All |
0410. In Group rules, select the option that determines the rule that will be considered for user groups.
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Depending on the option selected, the security treatment for groups will be different. The available options are: - ALL group users: when selected, all group users for whom you have defined permission restriction criteria will have access to the document/folder. This access is limited to the security level defined for the group and to the result between permission versus constraint. This option works with the concept of union of all groups. - ONLY group common users: when selected, only group common users for whom you have defined permission restriction criteria will have access to the document/folder. This access is limited to the security level defined for the group and to the result between permission versus constraint. This option works with the concept of intersecting users of groups. For all options, the higher permission is always considered. These rules are only applied when there is more than one group. |
11. Click on All to define permission criteria for all platform users.
12. Define the permission criteria for all users in the columns shown next to All.
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For more information about options for the columns, see Learn more in step 06. To exclude the group All from the permission criteria, click on the bin icon located in the Delete column. |
13. Click on 2 - Restrictions.
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Restrictions are used to override permissions. Therefore, a restriction without permission does not have any effect in the security definition rule. |
14. Click on Collaborator to define restriction criteria for a specific user.
15. In the window that opens, select the user for which the restriction criteria will be defined.
16. Click on Select.
17. 05. Define the restriction criteria for the user or group in the columns shown next to the user's name.
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List content Download and printing Security level To exclude a user from the restriction criteria, click on the bin icon located in the Delete column. |
18. Click on Group to define restriction criteria for a user group.
19. In the window that opens, select the user group for which the restriction criteria will be defined.
20. Define the restriction criteria for the user group in the columns shown next to the group name.
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For more information about options for the columns, see Learn more in step 17. To exclude a user group from the permission criteria, click on the bin icon located in the Delete column. |
21. In Group rules, select the option that determines the rule that will be considered for user groups.
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Depending on the option selected, the security treatment for groups will be different. The available options are: - ALL group users: when selected, all group users for whom you have defined restriction criteria will have access to the document/folder. This access is limited to the security level defined for the group and to the result between permission versus constraint. This option works with the concept of union of all groups. - ONLY group common users: when selected, only group common users for whom you have defined restriction criteria will have access to the document/folder. This access is limited to the security level defined for the group and to the result between permission versus constraint. This option works with the concept of intersecting users of groups. For all options, the higher permission is always considered. These rules are only applied when there is more than one group. |
22. Click on All to define restriction criteria for all platform users.
23. Define the restriction criteria for all users in the columns shown next to All.
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For more information about options for the columns, see Learn more in step 17.
06. After making the necessary changes, click Confirm to save.
External sharing
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When checked, this option allows sharing internal platform documents externally with people who do not have a platform account. For more information, see External sharing
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This documentation is valid as of the Liquid (1.6.5) update. If you use a previous update, it may contain information different from what you see on your platform. |
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