Folder permissions in XpressDox Cloud - XpressDox

Setting folder permissions on the Cloud server

There are 3 ways to set folder permissions on a Cloud Server; add User Groups, make use of My Documents or register an additional Cloud account.

 

User Groups

This feature is available from version 12.1 onwards and can be used to ensure that only certain user groups have access to folders. The feature needs to be managed by an Account Administrator. It is important to understand that if no permissions are implemented on a folder, then by default that folder is visible to ALL USERS.

 

After implementing permissions, folders are completely hidden from users who don’t have permissions to them.

 

To implement folder permissions, first add a user group, then add users to that group, and finally decide which folders are accessible by which groups.

 

Add a User Group

 

• Click Manage> Groups

 

• Click Add User Group, type in a Name and click Save.

 

Add users to your new group

• Click on your Group name and assign users.

 

Manage the permissions on folders

Go back to your templates and in the context menu of any folder, click Manage Permissions to decide which groups have access to that folder.

 

Use the My Documents folders

This is a different method of implementing restricted access. Each user has their own My Documents folder to which only they have access, with the exception of Account Administrators. An Account Administrator has access to all users’ My Documents folders.

 

• An interesting implementation of this feature is to send assembled documents and data to individual users’ My Documents folders. Whilst this restricts the sharing of data, it also protects it.
• For implementation, use either the Configuration or the SetSavedDocumentFolder and SetSavedDataFolder commands in a template, along with the <MyDocuments> command. <MyDocuments> is the way to address the user’s My Documents folder on the cloud account. Similarly templates, code templates, included templates or data sources could be saved in that folder.