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Knowledge Store and Document Manager Permissions

The CA Clarity PPM administrator grants Knowledge Store access rights. Access to folders and documents are granted on a case-by-case basis. When you create or administer a folder or document, identify the users who need access to the folder or document. Then, give the users permission to read, read/write, or read/write/delete on the folder or document. The permission level determines the actions users can take on a folder or document.

The following table describes the permissions required for the Knowledge Store or Document Manager.

Permission

Description

Read

You can do the following:

  • Open current and prior versions of a document
  • Check out current and prior versions of a document

Read/Write

You can do the following:

  • Open, read, copy, and move documents
  • Check in or check out documents
  • View checkin/checkout history
  • View document versions
  • View and modify document properties
  • View and modify document permissions
  • Attach processes for documents
  • Add new folders and documents

Read/Write/Delete

You have all the read/write permissions, plus you can move and delete documents and folders.

All Document Manager participants are automatically given the read permission. The project manager, the program manager, the resource manager, or CA Clarity PPM administrator grants the other permissions.