Managing Users on a Single Document

Add new stakeholders to a single document and assign their access rights. Manage existing stakeholder permissions and update the owner, author and promoter.

Manage users

Procedure

1.Click the Documents link on the navigation bar and search for the document you want to add new stakeholders to.

2.From the View details column click either Draft or Master.

3.Click Manage users.

4.Click in the search field and start typing the name of the user or group.  Alternatively, click the down arrow to display a list of users and groups.

5.Click to add them.

Note: To remove a stakeholder from the list, click the check box to select them, and then click .

6.Choose from the following options:

•To assign their access rights click the down arrow next to their avatar, and select or deselect:

•Inherit from uninvited

•Can view only

•Can edit

•Has no access

•To manage the owner, author and promoter,  click the 2nd down arrow, and select or deselect:

•is the author

•is the owner

•can promote draft

Note: A document can only have one owner and author, however you can select multiple promoters.

7.Repeat steps 4, 5 and 6 for each user and group you want to add.

8.Click Save.

Update existing stakeholders

Update existing stakeholder permissions and access rights.

Procedure

1.Click the Documents link on the navigation bar and search for the document you want to manage existing stakeholders on.

2.From the View details column click either Draft or Master.

3.Click Manage users.

Note: The dialog will display all the current document user and group stakeholders along with their associated permissions.

4.Choose from the following options:

•To edit their access rights click the down arrow next to their avatar, and select or deselect:

•Inherit from uninvited

•Can view only

•Can edit

•Has no access

•To manage the owner, author and promoter,  click the 2nd down arrow, and select or deselect:

•is the author

•is the owner

•can promote draft

Note: A document can only have one owner and author, however you can select multiple promoters.

Note: To remove a stakeholder from the list, click the check box to select them, and then click .

5.Click Save.

Set the default access rights

Procedure

1.Click the Documents link on the navigation bar and search for the document you want to manage default access rights on.

2.From the View details column click either Draft or Master.

3.Click Manage users.

Note: The dialog will display all the current document user and group stakeholders along with their associated permissions.

4.Click the down arrow next to Uninvited users, and select as required.

5.Click Save.