Edit Document Permissions

When you add a document, you also select the resources who can access it. You can select from a list of participants who were granted access to the folder that contains the document, and you can also allow non-participants to access the document. CA Clarity PPM Participants are automatically given read/write access to the document. The user who owns the folder and added documents is automatically given read/write/delete access. With the appropriate rights, you can change these document permissions.

The steps for editing document permissions from a Document Manager page are similar to the steps described in this section.

To edit document permissions

  1. Select Knowledge Store from the Organization menu.

    The Knowledge Store page appears.

  2. Choose Permissions from the document’s Actions menu.

    The Document Permissions page appears.

  3. Select the permission that you want to allocate to a resource.

    Values include Read, Read/Write, and Read/Write/Delete.

  4. Click Submit to save your changes and return to the Knowledge Store page.