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File Share and Permissions

Files can be shared internally and externally.

Within My Workspaces a user can share files with individual users or groups of users internal to your organization.

By using ticketing users can share files with users outside the organization, with associates, family, friends, etc.

Permissions:

Users are assigned an access level for each Workspace, folder and file within the VaultCONNECT system. Initially these access rights are set by the VaultCONNECT administrator. Additionally, users with Assign/Admin access to a file may change the rights of other users.

Access level settings defined here are:

    Read Permission Read Permission allow other users to view your files or folder. If a users has read permission on a folder but does not have read permission on all of the contents of that folder, the user will see only the file and folers in which user has read permission.
    Write Permission Write permission allows other users to edit the file or folder. Write permits the editing and viewing of the properties and contents of that item, as well as renaming the item, the users also has delete permission on the item. Write permission does not allow the users to share the files to other external users by use of tickets.
    None The "None" permission setting at the file or folder level, blocks the user from accessing the item or viewing its contents. This item will not be visible to the user.
    The "None" setting at the Workspace level sets the default access rights for the user, to the directory to "None", (none of the items in directory will be visible to the user by default), the workpsace will appear to be empty to the user. In order for a user to access any folder or file within the workpsace, permission rights will need to be changed on the specific folder or file.
    Assign/Admin Permission Assign/Administer permission allows a user to make changes to the properties of, and access permissions to the file or folder. Assign gives the user rights to change other user's access permission level to the director, folder or file.

Adding, removing and changing a user's access rights

At the Workspace level, users with assign permission have the ption to add and remove a user from the workspace as a whole. Unlike changing a user's access to "None" on a file (which only hides the file from view), this action this will remove the workspace from the list of workspace available and listed on the "Assigned to me" Page of the user. The User will no longer have access to the workspace.

  • Changing user access rights to a workspace - To change a users access level to a worksapce, click on the manage properties icon. Click on the "Sharing" link in the properties list. Select the appropriate access level next to the username. Click the sumbit changes button.
  • Removing access to a workspace - Navigate to the sharing permissions page for the workspace. To remove a user from a workspace, change the user's access to "Remove from Workspace".
  • Adding a user to the workspace - Navigate to the sharing permissions page for the workspace. Choose an account by clicking on the link next to the "Choose Account" Field, (...). Search for the account to be added. Select the access level to be given and click the "Add Account" button.
  • Changing access rights for a folder or individual file - Changing access rights to folders and files is done in the same way. The permissions page can be accessed by clicking on the share icon.