Permissions
As files and folders are created, Shinydrive assigns default (level 8) permissions to them, limiting who can view, edit, delete, or modify.
Shinydrive permissions can be applied to individual users or groups.
Viewing and modifying Shinydrive permissions can be done via Windows Explorer or the Shinydrive Web App.
Permissions may already be in place on a folder or file. For example, if you do not have "See/See Contents" on a given file, you will not be able to see it in Shinydrive.
Permission Types
Level | Type | Description |
---|---|---|
1 | See | Allows selected user to see that the object exists. |
2 | See Contents | Allows user to open the object in Read Only mode. |
3 | Modify | Allows user to open, edit and save the object to Content Server. |
4 | Edit Attributes | Allows user to edit the metadata of the object. |
5 | Reserve | Allows user to Reserve (and edit) the object. |
6 | Delete Versions | Allows user to delete versions of the object through Content Server. |
7 | Delete | Allows user to delete the object through Content Server. |
8 | Edit Permissions | Allows the user to change permissions to the object. |
Permissions from Windows Explorer
Update or View Permissions
From Windows Explorer, right-click on a file or folder to pop up the context menu
Select Records Management then Permissions
In the Permissions popup, check or uncheck permission types for a user or group
Click the Save Changes button
Add User
From Windows Explorer, right-click on a file or folder to pop up the context menu
Select Records Management then Permissions
In the Permissions popup, click Add User button
Toggle the Find by dropdown to select the type of search
Enter search criteria in the field to the right of the Find by dropdown
Click the Add User button
Update permissions for the added user
Click the Save Changes button
Add Group
From Windows Explorer, right-click on a file or folder to pop up the context menu
Select Records Management then Permissions
In the Permissions popup, click Add Group button
Enter search criteria in the Group field
Click the Add Group button
Update permissions for the added group
Click the Save Changes button
If the group being searched for does not appear, contact your ECM administrator to add the group to the Content Server.
Remove User or Group
From Windows Explorer, right-click on a file or folder to pop up the context menu
Select Records Management then Permissions
In the Permissions popup, find the row for the user or group that should be removed
Click the x on the row
Click the Save Changes button
Permissions from the Shinydrive Web App
Locate the file or folder in the Shinydrive Web App
Toggle the down arrow
Select Permissions
View or update permissions in the popup, as outlined in the “Permissions from Windows Explorer” section above.