Document Repository Items Security Rights
Document Repository Items rights are selected from the Category drop-down on the Rights tab (CSM Administrator>Security>Edit Security Groups).
Right | Description (when checked ) | Grant To: |
---|---|---|
Default rights? |
Allows people working with Document Repository Items in the CSM Desktop and Browser Clients to:
The default Document Repository rights will be applied to any Document Repository that does not have specific rights set (which can be determined by looking at the Use default checkbox for each specific Repository). |
View/Run Only:
All rights:
|
Default Portal Documents (for each defined Document Repository)? |
Allows people working with the default documents in the Document Repository in the CSM Portal to:
Note: For each Document Repository, you can also define Expressions that limit access. For example, you can limit add/edit rights to a particular Repository based on whether the Team Lead checkbox is checked on the Customer’s record. The type of Expression (User or Customer) will differ depending on the type of security group. |
View/Run Only:
All rights:
|