Managing File-level Permissions

If you have administrative rights, you can limit the actions that staff members can perform on a file by setting file-level permissions. You can assign file-level permissions to security groups or to individual staff members.

Important: File-level permissions override permissions set at the security group or business unit level.

Click a link below to learn more about assigning or removing file-level permissions.

Assign file-level permissions.

1. Right-click a file on a Document Central The main window where most Document tasks originate. Document Central contains several tabs that display lists of files, file groups, discussions, tasks, and recent entities., tab, and then select File-level permissions.

Note: The items on the right-click menu vary depending on your permissions and security group assignments. Administrative users can change permissions and security group assignments in Administration Manager. See the Administration Manager Help and the topic Managing Access in CCH® ProSystem fx® for more information.

2. Click Add.
3. Select the security groups or users you want to assign file-level permissions to.
   1. Select either the Security Groups or Users option, depending on who you want to assign permissions to.
   2. Do one or both of the following as needed to specify the groups or users you want to assign permissions to:
      • If you have a group or user name, enter a full or partial the name in the text box, and then click. When you see the group or user you need, select the check box for that group or user.
      • If you do not have a specific group or user name, click, and then select the check box for each group or user you want to assign permissions for. To select all groups or users at one time, select the check box in the column header.
   3. Click OK.
4. Select the groups or users to assign permissions for in the Security groups and users list.
   • To assign permissions for a single group or user, select the group or user.
   • To assign the same permissions for multiple groups or users, press and hold Shift or Ctrl while selecting the groups and users that should have the same permissions.
   • To assign the same permissions for all the listed groups and users, click into the Security groups and users list, and then press Ctrl + A. This action will select all the groups and users at one time.
5. In the Permissions for list, select the Allow check box for each permission you want to grant for this file. Select the Deny check box for permissions that should be denied for this file.

Note: To allow or deny all permissions at one time, select the relevant check box in the column header row.

6. Click Apply to apply the changes without closing the window, or click OK to save your changes and exit the window.

Remove file-level permissions.

1. Right-click a file on a Document Central The main window where most Document tasks originate. Document Central contains several tabs that display lists of files, file groups, discussions, tasks, and recent entities., tab, and then select File-level permissions.
2. In the Security groups and users section, select the security group or user you want to remove from the list.
3. Click Remove.
4. Click Apply to apply the changes without closing the window, or click OK to save your changes and exit the window.