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Speaking of defining security criteria for folder or for document...
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.
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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. Click the Documents menu.
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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.
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01. Go to the Security tab as shown in the Define security criteria for folder or for document Access security configuration item.
02. Check the Inherits security from parent? option.
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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. |
Add permission
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01. Go to the Security tab as shown in the Define security criteria for folder or for document Access security configuration item.
02. Click on 1 – Permissions.
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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.
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01. Go to the Security tab as shown in the Define security criteria for folder or for document Access security configuration item.
02. Click on 2 - Restrictions.
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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 Platform ❙ External sharing.
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This documentation is valid as of the Lake (1.7.0) update. If you use a previous update, it may contain information different from what you see on your platform. |
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