Giving permission to user groups to allow reviewers and previewers to upload documents | VDRPro

  • Updated

Product: VDRPro
Applies to: Manager Plus, Hidden Manager Plus
 

User groups can be assigned additional privileges that allow previewers and reviewers in the selected groups to upload documents to specific folders. This option is useful for highly confidential processes in which you do not want your uploaders to see all folders and do not want them to add documents to any folder. The option to add these privileges is only available when the Allow Limited Publishers to Add Documents to Selected Folders exchange setting is enabled.

It is also recommended that the Apply Permissions at the Folder Level exchange setting is also enabled because reviewers and previewers cannot change the permissions for the documents they upload. A manager would always be required to adjust permissions after the upload. In addition, reviewers and previewers in the same group cannot see each other's documents. They can only see their own documents.

I want to

  • Allow previewers and reviewers to upload documents to specific folders

Steps

  1. Click the Documents tab.
  2. Right-click on the folder and select Permissions.

    Note: Select only one folder. If you select more than one folder, you will not be able to assign additional privileges.

  3. Select the groups that you would like to allow reviewers and previewers to upload documents.
  4. Click in the Additional Privileges column in the same line as the group and select either Add documents or Add documents and subfolders.
  5. Click Apply Permissions.

Additional information

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