Assigning editor permissions to documents

You can assign editing permission to individual documents so that users who have general permission to perform specific editing tasks can perform them on these documents.

Note: Do not attempt to alter the permissions settings for documents that were delivered with your portal.

Permissions are organized in sets. A permissions set is applied to each document. Permissions sets work in conjunction with group access to documents. For example, for a user to edit a document to which his group has been given access to edit, the document permissions must include editing, and the user must have permission to edit documents.

Each permission set includes a combination of tasks that users with like permission can perform. By combining two or more permission sets, you can customize the editorial functions that users are allowed to perform on the document.

This table shows the definitions for the column headings in the Editor Permissions menu.

RCReview and comment
POPublish to other environments
PLPublish to Live
PAPortal access: assign user groups to documents
PRAssign permissions to the document

  1. Access the document manager.
  2. Click the page that you want to edit. If the page is not checked out by another user, the system checks it out, and it is ready for editing. If the page is checked out by another user, you are not permitted to check it out until it is checked in again.
  3. Go to Tools > Access. The Access menu, Assigned Groups form opens, showing groups whose users have access to the page.
  4. Click Editor Permissions. The Editor Permissions form opens, showing the permission sets and the functions that are associated with each.
  5. Select one or more permission sets to apply to the document, and clear any permission sets that you don't want to apply.
  6. Click Apply Permission Sets.
  7. Close the Access menu. The page is shown in Edit mode.