I am looking for any resource that will provide information on how security for the Document Manager works with Company level views and Project level views. A couple of preliminary questions. (1) Can security group settings control what action displays or not? I cannot seem to get consistent results when changing settings in a particular security group. (2) Next, when the user is in Project level view, how do you control security settings for the Document Manager in this view?
The Document Manager actions are controlled by access given on the Permissions tab of the folder/document. Access can be: View, Modify, Download, Create, or Full Admin access. (Admin users have access to all actions by default.) For the user who creates a document record, all access to the document is given implicitly.
Similarly for the Project container: Only documents of the project for which the user is the author have all access. Access to other documents in the project is controlled by the access given on the Permissions tab of the folder/document.
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