Editing permissions in the Permissions tab

This procedure describes how to enter information in the Permissions tab. This procedure is used in numerous procedures. This procedure assumes you have already either opened a permission set or opened an object’s properties.

To edit permissions in the Permissions tab:

Note

This procedure includes steps for setting required groups, required group sets, and access restrictions. These are used in 5.3 or later repositories where Trusted Content Services is enabled.

  1. If you have not already done so, click the Permissions tab.

    This tab displays four different sections, each with a hyperlink at the top for a title. Each hyperlink has either a [-] or [+] in front of it, indicating whether the section is expanded or collapsed. You expand or collapse a section by clicking the hyperlink. When a section is expanded, the hyperlink has a [-] in front of it and the section’s items are displayed.

  2. To add a required group, make sure the Required Groups section is expanded and do the following:

    1. Click Add.

    2. Select all groups of which a user must be a member.

    3. Click the right arrow.

    4. Click OK.

  3. To remove a required group, make sure the Required Groups section is expanded. Then select the group and click Remove.

  4. To add a required group set, make sure the Required Group Set section is expanded and do the following:

    1. Click Add.

    2. Select the groups.

    3. Click the right arrow.

    4. Click OK.

  5. To remove a required group set, make sure the Required Group Set section is expanded. Then select the group and click Remove.

  6. To add a user or group to the permission set and assign the access level for the user or group, make sure the Permissions section is expanded.

    Note

    If you are creating a new permission set, the Permissions section displays the default access control entries:

    • dm_owner

      The owner of the permission set.

    • dm_world

      All repository users.

    In the Permissions section, do the following:

    1. Click Add.

    2. To select from all users or groups, click the All tab. To select from recently used users and groups, click the Recently Used tab.

    3. Check the checkboxes adjacent to the users or groups you want to add and click Add. To remove an item from the list of selected items, select the item’s checkbox and click Remove.

    4. Click OK.

    5. In the Basic Permissions area, select the access level.

    6. In the Extended Permissions area, check the checkboxes of any extended permissions you want to add.

    7. If you have added multiple users or groups, you can click Next to apply different permissions to each. When you are done, click OK.

  7. To edit a user or group’s permissions, make sure the Permissions section is expanded. Then do the following:

    1. Select the checkboxes for the users or groups for which you want to edit permissions.

    2. Click Edit.

    3. In the Permission area, select the access level.

    4. In the Extended Permissions area, check the checkboxes of any extended permissions you want to add.

    5. Click OK.

  8. To remove users or groups, make sure the Permissions section is expanded. Then select the checkboxes for the users or groups and click Remove.

  9. To add access restrictions, make sure the Access Restrictions section is expanded. Then do the following:

    1. Click Add.

    2. Select users and groups whose rights must be restricted.

    3. Click the right arrow.

    4. Click OK.

      If there are validation conflicts, they are displayed along with reasons for the conflicts.

      • To continue despite the conflicts, click OK.

      • To resolve the conflicts, click Cancel and select new users or groups.

    5. Select the permission level to deny the accessor.

    6. Select the extended permission level to deny the accessor.

    7. Click Next to go on to the next accessor or Finish to apply the same restrictions to all accessors.

  10. To delete or edit Access Restrictions, make sure the Access Restrictions section is expanded. Then select the accessors and click Remove or Edit.

  11. Do one of the following:

    • To save your changes, click OK.

    • To go to another tab, click the tab or click Next (if available).