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Assigning Permissions to a Role

When you assign permissions to a role, you are giving users with this security role specific access to documents and features.

While in edit mode, you can set the following security permissions, provided that you have access to the security permission settings.

• Copy: Used for the Copy Workspace and Portfolio Data Permission only, this setting is only available in the Organization work area under each Role’s "Copy Context Data" permissions section. This setting determines when users can select the Copy Workspace Data, Copy Reference Data (Portfolio), or Copy Reference Data (Workspace) check boxes when creating a workspace or portfolio.
• Create: Allows users to create documents of this type. Requires the Read permission in order to work.
• Delete: Allows users to delete documents of this type. Requires the Read permission in order to work.
• Edit and Finish All Review Steps: This permission is used only for Review Process. Allows a user to edit and finish any review process step, not just the step assigned to that particular user.
• Read:

  Allows users to view documents of this type. Without the Read All Instances permission, users will only be able to view documents that were created by or sent to their company.

  Note: Access to the Anticipated Cost Report is controlled solely by the Read permission. For Contact documents in the Organization work area, this means that users without the Read All Instances permission may not be able to see all contacts belonging to their company. Example:A user from Company A creates Contact B in Company B. Without the Read All Instances permission, users from Company A can see Contact B, but nobody from Company B can see Contact B, unless Contact B is sent to them. For Contact documents in the Workspaces work area, users without the Read All Instances permission can only view contacts that have been explicitly sent to them.

• Read All Fields: Reserved for future use.
• Read All Instances: Allows users to view all documents of this type, regardless of the user's permissions for that document instance. Requires the Read permission in order to work.
• Update: Allows users to edit documents of this type. Without the Update All Instances permission, users will only be able to edit documents that were created by or sent to their company. Requires the Read permission in order to work.
• Update All Fields: Overrides any field-level security configuration by allowing users to edit all the fields in the document. Requires both the Read and Update permissions in order to work. To learn about setting security on a field-by-field basis, see "Configuring Document Workflow States" in the Proliance Local Admin on-line help.
  
• Update All Instances: Allows users to edit all documents of this type, regardless of the user's permissions for that document instance. Requires both the Read and Update permissions in order to work.

Additional Permissions

Certain permission are used only for specific modules:

• For information on Lookup Management permissions, see "Permissions for Lookup Management".
• For information on Scheduling permissions, see "Permissions for Scheduling".
• For information on Catalog Card folder permissions, see "Permissions for Catalog Cards and folders".

To assign permissions to a role

1. Open the Roles register.

For information on the contents of each Roles register and which one to use, see "About the Roles Register".

2. Select the role that you are assigning permissions to.

A role can have unique security settings between the work areas.

3. Click Edit.
4. Expand the Permissions section.
5. Next to each document type, select the check boxes of the permissions that you wish to assign.
6. Click Save.