Question:
How to check Sharing Settings permissions in PromoMats?
Answer:
When a document is created, users are added to the Sharing Settings of the document and are assigned roles. Each role assigns different permissions to the user according to the status of the document.
To check the Sharing Settings permissions:
-
Open the document using Sharing Settings view.
-
When the mouse pointer is placed over the role name, a permissions list is shown. Those are the permissions for that role at the current state of the document.
This is the list of permissions and the action related to each:
Permission | Enabled Actions | Includes |
View Document |
|
|
View Content |
|
View Document |
Edit Relationships |
|
View Document |
Edit Fields |
|
View Document |
Edit Sharing Settings |
|
View Document |
Annotate |
|
View Content |
Version |
|
View Document |
Create Anchors |
|
View Content |
Download Source |
|
View Content |
Edit Document |
|
View Document, Download Source |
Manage Viewable Rendition |
|
View Document |
Reclassify |
|
View Document, Edit Fields |
Change State |
|
View Document, Edit Fields |
Start Workflow |
|
View Document |
Multi-Channel Actions |
|
View Document, Edit Fields |
Distribute Controlled Copy |
|
View Document |
Change Owner |
|
View Document, Edit Sharing Settings |
Change Coordinator |
|
View Document, Edit Sharing Settings |
Delete |
|
View Document, View Content |
Related Documentation:
Vault Help Documentation:
- Using Document Sharing Settings
- Defining Document Role Permissions (Security Settings)
- Managing Permissions with User Roles
Knowledge articles: