Establishes the level(s) of access allowed for each user or group to proposals, folders and/or individual documents. A user with higher level permissions also has all lower level permissions on a given folder or document. Permissions are inherited from higher level folders unless specifically set differently at a lower level folder/file.

The access levels include:

• Read - can download files and links to use as desired, but not change server copy
• Review - can check out a file for review
• Edit - can change the document and create a new version
• Create - can add new files and URL links in a folder, or add a new folder
• Delete - can delete files and links from a folder

Permission checking uses the following rules for any given document (in order of precedence):

• check for permission specifically set for that document for the user or group of which user is member;
• if no permission is found, continue checking up the folder hierarchy until a permission is found;
• if for a document or folder, there are conflicting permissions, then highest permission level will hold;
• if neither of the above applies (no explicitly assigned permissions), then use the default (system-wide) permission set by the system administrator

See "Assigning Permissions" below the screen shot.

To assign permissions for this proposal to specific users or groups, first select the group or user from the list, then the folder, file or link from the treeview, then select the permission type from the Permissions list. When the users panel is selected and you hit a letter key, the list will scroll to the user name beginning with that letter. Use the Shift key for continuous selection of users/groups/folders/files. Use the Ctrl key for multiple individual selections of users/groups/folders/files. Use Ctrl -A key to select all users or all groups.

The color of the folder in the treeview and the button will change to match the color of the permission in the list, indicating that the specified permission has been assigned for that folder, file or link to that user or group. Select a node and user(s)/group(s) and click on applicable, colored, activated permission button to clear permissions specifically set on that node for selected user(s)/group(s). To copy permissions from one node to another node, right click on the source node and select Copy Permissions. Right click on the target node and select the now-activated Paste Permissions. This will only copy permissions specifically set on the node and will not override subfolder permissions. To copy permissions from a user/group to other user(s)/group(s), select user/group, click on copy permissions, and then select the targets from the panel that opens. Only users who have been designated as "Available" in that zone will show in the Users box.

To temporarily disable check-out for edit or review for all users without changing their permission settings, select a folder in tree view, and then click on Disable Check-out. This works like permissions in that check-out disable is inherited from top-level folders. Folders/files that have check-out disabled will show in italics in permissions tree view. The check box will turn blue if the selected folder/file has check-out disabled, but it is inherited from higher-level folder. If a folder selected for disable check-out has a file within it that is checked out for edit, a warning panel will appear with an option to cancel action.

You can modify various settings for a particular user or group. Display to Team determines whether a user or group is displayed in the Team Member list on the user side. Edit Action Items can allow a user or group to fully edit, add, delete, and export action items on the user side. Rename Files allows a user or group to edit file names on the user side given they also have create permission. They can only rename files from the Add Document to VPC screen. Select user or group and uncheck Show Version if you do not want a user or group to see version folders for that specific proposal. Edit Workplan can allow a user to edit the workplan with full capabilities on the user side.