Setting Up Permissions for Shared Categories

For categories, set the following permissions for departments, users, or roles.

  • Access permissions

Permissions that are set for shared categories are not inherited by subcategories.

The permissions for bookmarks vary by security model.
The default setting is set to "REVOKE (All users have access except users on list)". All users are allowed to view all categories.
For information on permissions, refer to User Rights and Prioritized Access Permissions.

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 Bookmarks.

  5. Click Edit user rights.

  6. On the "Edit user rights" screen, select a shared category and click "Edit".

    Image of an set action link

  7. 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 Changing the 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.
    When you switch tabs after clicking Add, the selected departments, users, or roles are cleared before you switch.

  10. Under "Add", confirm that "view" has been selected.

    Image with "View" selected

  11. Confirm your settings and click Add.

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.

Select and delete 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 Bookmarks.

  5. Click Edit user rights.

  6. On the "Edit user rights" screen, select a shared category and click "Edit".

    Image of an set action link

  7. On the "User Rights List" screen, select the checkbox for which you want to delete the user rights, 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.

Delete all permissions.

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

  2. Click System settings.

  3. Select "Application settings" tab.

  4. Click Bookmarks.

  5. Click Edit user rights.

  6. On the "Edit user rights" screen, select a shared category and click "Edit".

    Image of an set 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.