Automatic Permissions

The automatic permission settings are located under General > Contents... > Permissions... > Automatic Permissions. You can activate automatic permissions by value, value list, object type or class.

Note: The actual final object receives automatic permissions when a value with automatic permissions specified is added for the object.

Video: Automatic Permissions

The "Automatic Permissions" dialog for a value list item.

In the above example, automatic permissions have been activated. Read-only access has been granted to all users and a separate access to project managers.

Restrict the permissions of objects that refer to this value

Activate the function Restrict the permissions of objects that refer to this value when you want to activate the automatic permissions.

Use the value's own permissions

You can use the permissions of the associated value or object, such as a project, as automatic permissions.

Then, for example, a house project plan would receive the permissions of the project that is associated with the plan. For example, the House project Haven may have its own permissions that allow access for the project manager and project group only. When this project is associated with the house project plan, the same permissions are granted to the plan. The automatic permissions are then the same as the project's own permissions, so definition of separate automatic permissions for the project is not necessary.

Note: If the associated value or object has automatic permissions via properties, these automatic permissions are not transferred to the actual object.

Name

Give as descriptive a name as possible to the automatic permissions set, because this information will be displayed in the client software.

Specify permissions

You can then specify the automatic permissions that are always activated automatically for the object when a value, object, or class using automatic permissions is added to the object's metadata.

For more information on permissions, see New Document. Also refer to the specification of pseudo-users in Pseudo-users.

Note: If you do not explicitly allow any permissions, using this kind of value or object restricts all permissions for the final object.

Allow users to deactivate these restrictions

You can also specify whether the users are allowed to deactivate the automatic permission restrictions created via this value, so that the users can delete the preset automatic permissions if they so desire.

Then accept the automatic permissions specified.

When you have added automatic permissions to a value, object, class, value list or object type, M-Files will display the property definitions in which the automatic permissions are enabled and those in which they are disabled. Make sure that the automatic permissions are enabled for the desired property definition. For more information, see New Property Definition.

The specified value must be selected for the explicit property definition for which you have enabled automatic permissions.

Note: The value-specific settings always have priority over the settings made at value list and object type level.

Note: For you to be able to use the automatic permissions after you have updated the document vault from version 7.0 to a higher version, the extended metadata-driven permissions must be manually activated vault-specifically. For vaults created in version 8.0 (or higher), the extended automatic permissions are active by default and their activation is not needed. For more information, see Document Vault Advanced Properties.