Setting Up Access Permissions for Folders

For a folder, set the following permissions for the organization, user, or role.

  • Access permissions
  • Write permission (permission to add a file to a folder)

The permissions for managing files vary by security model.
The default settings are as follows:

  • Root:
    All users are allowed to view files, because "Permission" is set as follows.
    • "GRANT (Only users on list have access)" is set as the security model.
    • In the list of user rights, "Read" permission is granted to "LoginUser".
  • Subcategory
    • If you have applied permissions for a parent folder or a parent subfolder:
      The security model and permissions are set for the selected parent folder or subfolder of the parent.
    • If you do not want to apply permissions for a parent folder or a parent subfolder:
      The security model is set to "REVOKE (select a limit)".
      All users are allowed to view and add files.

For information on permissions, refer to User Rights and Prioritized Access Permissions.

Setting User Rights

The example shows how to set access permissions when the security model is "GRANT (Only users on list have access)".

Steps:
  1. Click the administration menu icon (gear icon) in the header.

  2. Click System settings.

  3. Select "Application settings" tab.

  4. Click Cabinet.

  5. Click Permission.

  6. On the "Permission" screen, select a folder and click "Edit".

    Image of the setting action link

  7. On "User rights" screen, check that the security model is "GRANT (Only users on list have access)".

    If the security model is set as "REVOKE (All users have access except users on list)", click Change to change the setting to "GRANT (Only users on list have access)".
    For details, refer to How to change Security model.
    Image of GRANT (Only users on list have access) selected

  8. On "User rights" screen, click Add.

    Screenshot: Link to add is highlighted in the list of User rights screen

  9. On "Add new entry" screen, select the department, user, or role to set permissions, and click Add.

    "Add new entry" screen

    To select a role, switch the view to the Roles tab.
    After you click Add then click the tab, the selected departments, users, or roles before you switch tabs are cleared.

  10. Under "User rights", select the checkboxes of the permissions to allow, and then click Add.

    "Add new entry" screen

Combination of User Rights

If you restrict the user rights to a file, the only folder that you can manipulate is displayed on the "File management" screen.

Screen showing users who have the user rights:

Image of folders with permissions

Screen showing users who do not have the user rights:

Image that do not have a folder with permissions

If the security model is "GRANT (Only users on the list have access)"

The security model of permissions for confidential folders is described in the "GRANT (select target)" Example.

  • Example of allowing Daisuke Kato to perform all the actions on confidential items:
    Grant Daisuke Kato permission to view and write. Screenshot: Example of permission settings. All permissions are granted
  • Example of Allowing Daisuke Kato to Perform View File Actions Only on Confidential Items:
    Grant Daisuke Kato a permission to view items. Screenshot: Example of permission settings. Only view permission is granted
  • Example of prohibiting Daisuke Kato to perform all the actions on confidential items:
    Delete Daisuke Kato from the user rights list. Screenshot: Example of permission settings. Daisuke Kato has been deleted from the user rights list

If the security model is "REVOKE (All users have access except users on the list)"

The example shows that the case in which the access permission security model for confidential folders is "REVOKE (All users have access except users on list)".

  • Example of prohibiting Daisuke Kato to perform all the actions on confidential items:
    You can leave the view and write permission from Daisuke Kato. Screenshot: Example of permission settings. All permissions have been removed
  • Example of Prohibiting Daisuke Kato to Perform Write File Actions on Confidential Items:
    From Daisuke Kato, you are not allowed to write. Screenshot: Example of permission settings. Write permission has been removed
  • Example of allowing Daisuke Kato to perform all the actions on confidential items:
    Delete Daisuke Kato from the user rights list. Screenshot: Example of permission settings. Daisuke Kato has been deleted from the user rights list

Changing User Rights

Change access permissions granted to users and departments.

Steps:
  1. Click the administration menu icon (gear icon) in the header.

  2. Click System settings.

  3. Select "Application settings" tab.

  4. Click Cabinet.

  5. Click Permission.

  6. On the "Permission" screen, select a folder and click "Edit".

    Image of the setting action link

  7. On the "User Rights List" screen, click Edit for the permission you want to change.

    Screenshot: Link to change is highlighted in the list of User rights screen

  8. On "Edit user rights" screen, you can change the user rights as needed.

    Image of changing user rights

  9. Confirm your settings and click Save.

Deleting User Rights

Delete access permissions granted to users and departments.
If you delete user rights, actions that users can perform changes as follows depending on the security model:

  • If the security model is "GRANT (Only users on list have access)":
    Users who were deleted the user rights or users who belonged to the departments or roles that lost user rights no longer be able to work with items they previously could.
  • If the security model is "REVOKE (All users have access except users on list)":
    Users who were deleted the user rights or users who belonged to the departments or roles that lost user rights can now work with items they prohibited to use.

Selecting and Deleting User Rights

Delete the user rights that you have set.

Steps:
  1. Click the administration menu icon (gear icon) in the header.

  2. Click System settings.

  3. Select "Application settings" tab.

  4. Click Cabinet.

  5. Click Permission.

  6. On the "Permission" screen, select a folder and click "Edit".

    Image of the setting action link

  7. On "User rights" screen, select the checkboxes of the permissions to delete, and then click Delete.

    Screenshot: Checkboxes of users to be deleted are selected on the User rights screen. The Delete button is highlighted

  8. Click Yes on "Delete user rights" screen.

Deleting All User Rights

Delete all user rights.

Steps:
  1. Click the administration menu icon (gear icon) in the header.

  2. Click System settings.

  3. Select "Application settings" tab.

  4. Click Cabinet.

  5. Click Permission.

  6. On the "Permission" screen, select a folder and click "Edit".

    Image of the setting action link

  7. On "User rights" screen, click "Delete all".

    Screenshot: Link to delete all is highlighted in the list of User rights screen

  8. Click Yes on "Delete all user rights" screen.

Applying User Rights to Other Folders

Copy the permissions of the folder and apply it to other folders.
The user rights settings in the destination folder are overwritten in the source settings.
The permissions settings for other folders cannot be applied to the root.
If you change the settings in the source folder after you have applied permissions settings for other folders, the destination folder does not appear.

Steps:
  1. Click the administration menu icon (gear icon) in the header.

  2. Click System settings.

  3. Select "Application settings" tab.

  4. Click Cabinet.

  5. Click Permission.

  6. On the "Permission" screen, select the folder where you want to copy the permissions, and then click "Save".

    Image of the setting action link

  7. On the "User Rights List" screen, click "Apply permissions to other folders".

    Screenshot: Link to copy user rights settings to another category is highlighted in the list of User rights screen

  8. On the "Apply Permissions in bulk" screen, select the checkbox for the folder where you want to apply the permissions.

    You can cancel all folder selections by clicking "Root".
    Image of selecting a folder for which you want to apply permissions

  9. Confirm your settings and click "Apply".