Use the Permissions per Folder tab of the Folder Permissions page to give group members permissions to specific folders. You can also use the Assigned Folder Permissions tab to view and modify folder permissions.
To access this tab, display a group's Properties dialog box, by expanding the Groups node and double-clicking the group or right-clicking Groups and selecting New Group.
In the left pane, click Folder Permissions.
Folders
All vault folders are listed in the tree.
Select a folder to which you want to assign permissions. Expand folders to assign permissions for subfolders.
Permissions
Use the check boxes to assign or remove folder permissions.
When you give group members permissions to a folder, all subfolders inherit those same permissions until they are explicitly removed in a subfolder. From that point, its subfolders inherit the removed permission.
Permission
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Group members can:
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Activate computed BOM
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Activate computed BOMs of files in the selected folder so that they are visible in the Bill of Material Explorer view. This permission is not applicable to items so is unavailable for item folders.
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Add or delete a folder
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Add new or delete existing subfolders in the selected folder.
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Add or rename a file
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Add or rename a file or subfolder in the selected folder.
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Assign file permissions
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Modify other users permissions to access the files in a vault folder.
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Assign group membership
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Give individual users group access to the selected vault folder.
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Can update the design of cards
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Add and modify data card layouts for files and folders in the selected folder (note that this only applies to modifying card layout using the card editor).
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Check out file
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Check out a file for modification in the selected folder.
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Delete file
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Delete or move files in the selected folder.
A
deleted file is moved to the Enterprise PDM recycle bin. To delete a file, the user must also have
delete permission in the workflow states the file has been in.
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Destroy
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Purge deleted files from the Deleted Items tab in the folder properties.
The user can bypass the Enterprise PDM recycle bin by pressing Shift while deleting the file. To destroy a file, the user must also have destroy permission in the workflow states the file has been in.
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Edit folder data card
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Update variable values in folder card of the selected folder.
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Increment revision of a file
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Manually increment revisions of files in the selected folder if the workflow has been configured to user revisions.
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Permit or deny group-level access to files
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Set group permissions on a selected file. Group-level access to items is not supported so this permission is unavailable for item folders.
For a file in this folder, a user with this permission can use the File Permissions tab in the Properties dialog box to select groups that will have file-level access. Only users who are in the selected groups and have the appropriate folder and workflow state permissions will be able to access the file. Users who are not in the group will not see the file regardless of their folder and state permissions.
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Read file contents
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See a file in the selected folder.
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Read named bill of materials
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Select named BOMs for files in the selected folder.
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Recover files from recycle bin
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Recover files (that have previously been deleted) from the Deleted Items tab in the folder properties.
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| Restore file from cold storage |
Recover files that have been archived in cold storage. If the cold storage schema specifies files for deletion, the files cannot be restored.
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Rollback
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Use the Rollback command in the file History dialog box. Rollback is not supported for items so this permission is unavailable for item folders.
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See computed BOM
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Select computed BOMs for files in the selected folder.
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Share file to another folder
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Use the Share feature on a file in the selected folder. Sharing items is not supported so this permission is unavailable for item folders.
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Show working versions of files
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See both working versions and revisions of files.
This permission must be set together with Read file contents to see a file that has no revision set (or if revisions are not being used).
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