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Knowledge Store and Document Manager Permissions at the Folder and Document Levels

The CA Clarity PPM administrator grants the 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 the folder or document. The permission level determines the actions users can take on a folder or document.

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 check in/check out history.
  • View document versions.
  • View and modify document properties and 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, program manager, resource manager, or CA Clarity PPM administrator grants the other permissions.