Define File Attachment Rights for a Security Group

Use the File Attachments tab in the Security Group Manager to define the following File Attachments rights for a Security Group.

You can define:

  • Which Attachment operations the Security Group can perform (example: Can import file attachments, link file attachments, and link URLs).
  • Override system defaults for attachments: Whether or not the Security Group can override global Attachments settings (example: Maximum file size limit and allowable file types).

Global File Attachments rights are defined as part of system security settings. For more information, refer to Configure Global File Attachment Settings.

To define File Attachment rights:

  1. Open the Security Group Manager.
  2. In the Group drop-down, select the Security Group for which you want to define rights (example: Admin).
  3. Click the File Attachments tab.
  4. Define which Attachment operations the Security Group can perform (select all that apply):
    1. Can import files:

      Select this check box to allow the Security Group to import files as Attachments.

    2. Can link files:

      Select this check box to allow the Security Group to link files that are on a network drive directly to CSM.

    3. Can link URLs:

      Select this check box to allow the Security Group to link a website directly to CSM.

  5. (Optional) Override system defaults for attachments: Select this check box to allow the Security Group to override the default settings with its own settings. Then, define the Security Group's settings:
    • Select the Limit Imported File Size to check box to specify a maximum allowable file size to import, in MB. Then, provide the file size limit, in MB. If not selected, there is no limit and any size file can be imported.
    • Define allowable file types to be imported as attachments (select one option):
      • Allow any files:

        Select this option to allow all file types.

      • Only allow files with the following extensions:

        Select this option to import only explicit extensions. Then, provide the extensions to include (example: pdf), separated by a comma, either by typing directly in the Extensions box, or by selecting Choose File Types Choose File Type Button to open the Select File Types window.

      • Allow files with any extension except:

        Select this option to exclude explicit extensions. Then, provide the extensions to exclude, separated by a comma, either by typing directly in the Extensions box, or by selecting the Choose File Types button Choose File Type Button to open the Select File Types window.

      To restore the default file types, select Restore to Cherwell defaults Restore to Cherwell Defaults Button.

  6. Click Save Save Button.