Manage Permissions for Files

Manage Permissions for Files

Manage permissions to control what system users can do and who can access individual files and folders.

The Manage Permissions dialog includes System Permission and Website Permission tabs. The options available to you may vary based on the user's role and the resource being managed.

System Permission  

Use system permissions to control the actions that a system user can perform on the website. The available permissions include options such as View, Edit, Delete, Publish, and Review.

The System Permission model is role-based. Administrators have broad access to resources, while Authors can manage their own content and Contributors can access only the resources and actions explicitly assigned to them.

Step 1

Website Permission  

Use website permissions to control who can access an individual file or folder.

You can either:

  • Inherit from parent: Use the permission settings of the parent folder.

  • Restricted to roles: Allow access only to users with the selected roles.

For resources within folders, permissions can be inherited from the parent folder. Individual resources can also override the inherited settings.
Step 2

Manage system permissions     

Assign or modify the system permissions for users who work on your website.

To manage system permissions:
1. Open the required website from the My Sites page. 

2. Click Files in the left sidebar. 
Step 2.
3. Locate the file or folder for which you want to manage permissions. 
Step 3.
4. Click the More (⋮) icon corresponding to the page or file. 
Step 4.
5. Select Manage Permissions. 
Step 5.
6. Click the System Permission tab. 
Step 6.
📝
The users listed under System Permission tab are based on the users who have been given access to the website under System Permission settings.
Step 6. image 2
7. Locate the required user(s). 
Step 7.
8. Select or clear the permissions you want to assign. 
Step 8.
9. Click Save. 
Step 9.
The selected permissions are applied to the user.
📝
The system permission workflow is designed to assign granular access to resources, with users performing only the actions permitted to them. 

Manage website permissions     

Control who can access a file or folder by using the permission settings of the resource or its parent folder.

To manage website permissions:
1. Select Manage Permissions. 
Step 1.
2. Click the Website Permission tab. 
Step 2.
3. Select one of the following options:

    • Inherit from parent to use the permission settings of the parent folder.

    • Restricted to roles to restrict access to selected roles. This option is available only after roles have been created under Website Permission > Portal > Portal Roles and users have been assigned to those roles under Portal Members.

Step 3.
4. If you select Restricted to roles, select the roles that should have access. 
Step 4.
Step 4. image 2
📝
The website permission settings are applied to the selected file or folder.
Step 16