This section in Master Data lets you configure file-level access permissions in line with the user’s role access level. Permissions like View, Edit, Delete, and Download/Share appear in the file-level access pop-up based on what’s set here and in the user’s role access level. For example, if John has View, Edit, and Delete access in his user role access level but these are not enabled in Master Data – Access Permissions, he won’t see those options in the pop-up and vice versa.
Recommend Reading: How user roles and access levels work in the system, click here: Application Roles and Authorisation.
To navigate to the master data - access permissions, follow these steps.
- Click on the Profile picture and select Administrator from the drop-down menu.
- Click on Master Data from the left navigation panel.
- Under the General Master Data, select Access Permissions.
Administrator – Master Data – Access Permission
- Access Permissions Detail:
- Public: Access to this document will be available to all internal and external users.
- Confidential: Access to this document is restricted to the Super Admin, Admin, and the user who uploaded it. As the owner, you will have full rights—view, edit, delete, and download/share.
- Protected: Access to this document will be restricted to authorised users and the individual who uploaded it, ensuring controlled access to valuable resources.
- Click the Settings button in the top-right corner and disable permissions by unchecking the relevant checkboxes (e.g., View). This will restrict that permission on the file-level- access pop-up.
- Click Save.
Access Permissions – Settings – Configure Permissions
How permissions appear under access while adding a file:
- Permissions shown in the pop-up are based on settings from Master Data and your role-level access. Select Public and Protected as needed, set your file permissions, and click Grant Access.
Permissions won’t appear in the pop-up while creating or editing a confidential file, as you have full access (View, Edit, Delete, and Download/Share) by default.
Candidate Summary – File Access Pop-up – Configure
Recommend Reading: How File level access permissions work, click here: Document Access Rights.
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