Administrative units authorizations
  • 23 Sep 2022
  • 2 Minutes to read
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Administrative units authorizations

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Article summary

Manage authorizations

Permissions are given on the entire collection or by administrative units. 

The authorization page is divided into three sections.

Global accesses

Access to the collection refers to the permissions applied to the entire collection. 

Inherited authorization

Inherited permissions refer to inherited permissions from user groups.

Specific authorization

Specific permissions refer to permissions granted on administrative units, folders, and documents. 


1. Add an authorization via Manage security

Authorizations are determined by the administrative units. When selecting a unit, the user will be able to access all folders and documents classified under that unit. 

  1. Click on " Administration " in the navigation menu;
  2. Click on " Manage Security ";
  3. Click on the " Manage Security " icon to the right of a user's or group's name;
  4. Click on " Add an authorization " on the right side of the screen;
  5. In the " Add an authorization " window, complete the metadata and click " Save ". 

Metadata in the authorization form
Field Name
Description
Secured contentObligatoryAllows you to select an administrative unit.
Secured content
If you select a unit in which there are subunits, the user will have access not only to the unit, but also to all subunits.
AccessObligatoryAllows you to select read, write, and delete access.
Start dateFacultativeAllows you to select a start date.
End dateFacultativeAllows you to select an end date.
Authorization
If no start or end date is indicated, the authorization will be permanent. 

2. Add an authorization via Department

  1. Click on " Administration " in the navigation menu;
  2. Click on " Departments ";
  3. Click on the magnifying glass to the right of the name of the administrative unit;
  4. Click on " Manage authorizations ";
  5. Click on " Add an authorization " on the right side of the screen;
  6. In the " Add an authorization " window, complete the metadata and click " Save ". 

3. Change an authorization

It is only possible to change specific permissions. To edit inherited permissions, go to the parent administrative unit since the permission will be specific there.

  1. Click on " Administration " in the navigation menu;
  2. Click on " Departments ";
  3. Click on the magnifying glass to the right of the name of the administrative unit;
  4. In the administrative unit card, click on " Manage authorizations ";
  5. In the " Authorization of the administrative unit" window, click on the notebook to the right of the authorization to be modified;
  6. In the "Edit permission" window, it is possible to add or remove authorized users. Edit the information and click on " Save ".

4. Remove an authorization

It is only possible to remove specific permissions. To remove inherited permissions, go to the parent administrative unit since the permission will be specific there.

  1. Click on " Piloting " in the navigation menu.
  2. Click on " Manage Security ".
  3. Click on the " Manage Security " icon to the right of a user's or group's name.
  4. Click on the red " " to the right of the permission to be deleted.
  5. In the confirmation window, click on " Yes ".



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