Document permissions overview
In general, a user may access a Document record when at least one of the following is true:
- Rule 1. By being the author of the document record. The user who creates a document record is given access to the document implicitly.
- Rule 2. By being granted access on the Permissions tab of the document record.
- Rule 3. By being an admin user.
Bypassing explicit document permissions for users with group access to a smart record
In some cases, however, non-admin users who have not been given explicit access via the Permissions tab may need to access document records from a smart section. In order to facilitate this functionality, we have added a new web property called HONOR_DOCUMENT_PERMISSIONS_MODEL_FOR_DOWNLOAD to TRIRIGA Platform version 22.214.171.124 or later, 126.96.36.199 or later, 3.5.2 or later.
- When this property is set to TRUE, the permissions model will be enforced as described by Rules 1 – 3 above.
- When this property is set to FALSE, Rule 2 will be bypassed when the document is accessed from a Smart Section context. In other words, users who have access to open document records through a smart section will also be granted view and download permissions even if they are not the author and were not given explicit access on the document’s Permissions tab.
- DISCLAIMER: This change is system-wide and will affect the accessibility of Document records that are viewable from ANY smart section of ANY smart record that is accessible to ANY user.