Managing User Rights: Document Handling

(Requires SQL Server 2012 with Filestream enabled. Otherwise, despite user rights assignment, files can be edited via Windows Explorer.)

By default, Document Handling provides following access rights to files within TM Master:

• “Admin” - this is a member of admin group in TM Master.
• “Owner” – this is any user who originally added the file or is set the “owner” of the file.
• “Non-Admin” – these are any users of TM Master either requested/recommended to read a document or any other users.

You can add more granular rights and lock the read, edit, delete functions to selected users (see Editing right for details).

The table below summarizes these rights.

Table 1. User Rights in Document Handling Functionality.

	Admin                  “Owner”             Non-admin
Access to Document Handling	V
Access to files in other than Document Handling module	V	V	V
	(if not locked to users with “read” rights on the Editing Right tab)
File edits (follow the link for the exact list of functionalities)+ Rename File   , Add Comment , Open in Explorer (buttons on Properties window)	V	V	V
	(if not locked to users with “edit” rights on the Editing Right tab)
File management (access to Distribution, File Version, Reader list, Editing rights tabs)		V
	(If not locked to users with “admin” rights on the Editing Right tab)
File removal	V	V	V
	(If not locked to users with “delete” rights on the Editing Right tab)