Basic privilege settings
- Navigate to your target document
- Select where you want to apply privileges:
- For full document access, click the document root (1)
- For specific section access, click that section
- Open the Privileges tab on the right side (2)
- Add access:
- Type the user/group name
- Click '+' to grant access
- Remove access by clicking the '-' button
Attention ! Account profiles and document access
Both document-specific privileges AND account profile settings must align for access to work properly.
Together with the document access described above the account profile is relevant and needs to support the document access.
Profile levels:
Reviewer | Limited to review functions only |
Standard | Can create content |
Administrator | Full system control including user/group management, document types, collections, and data sources |
When switching profile, any privilege granted to this user and not fitting the profile will not be effective. |
Important: Your account profile must match your document privileges.
For example:
- Reviewers need both reviewer profile AND document reviewer privileges
- Standard users need both standard profile AND appropriate document privileges
- Administrators need both admin profile AND document privileges
Note: If you change to a lower profile level, any higher-level privileges previously granted will become inactive.
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