Folder Groups Dialog

 
There are two primary methods for granting group permissions for folders in Document Manager:
  • Permissions by User Group  - This has been the default method since the first version of PMWEB Document Manager. In this method, folder permissions are granted one user group at a time.
  • Permissions by Folder Group - In this method, introduced in version 7.1, folder permissions are granted to combinations of user groups, called Folder Groups. To use Folder Groups you must first enable the setting in Portfolio/Administer/Settings/General Settings System Subtab.
 
User Groups are assigned to Folder Groups here, in this dialog, which is opened by clicking the Settings button in the header toolbar of the root folder of Document Manager.
 
Folder Groups Dialog
1

DIALOG TOOLBAR

1. DIALOG TOOLBAR
Dialog Toolbar
2

ADD GROUP BUTTON

2. ADD GROUP BUTTON
Click this button to add a new Folder Group line.
3

FOLDER GROUPS

3. FOLDER GROUPS
There are three fields in each Folder Group line:
  • Folder Group Name - Required. Type a name for the Folder Group. This name must be unique for the database.
  • User Group selector field - Click this field to see the list of User Groups. Click a group to add it to the Folder Group. Selected groups are highlighted. To move a User Group to a different Folder Group, select it on a different Folder Group line.
  • Document Manager Administrator switch - This serves the same function for Folder Groups as it does for Security Groups. See Security. The default for Group 1 is On. The default for other groups is Off.
4

DELETE GROUP BUTTON

4. DELETE GROUP BUTTON
Click this button to delete the folder group. This button only appears if no user groups are assigned to it.