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 only view documents
• Review - can check out a file for review
• Edit - can change the document and create a new version
• Create - can add new documents in a folder or add a new folder
• Delete - can delete files 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 or document from the treeview, then select the permission type from the Permissions list. When the users panel is selected and 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 will change to match the color of the permission in the list, indicating that the specified permission has been assigned for that folder or document to that group. To copy permissions from user/group to other users/groups, select user/group, click on copy permissions, and then select the targets from panel that opens. Only users who have been designated as "Available" in that zone will show in the Users box.

To temporarily disable checkout for edit or review for all users without changing their permission settings, select a folder in tree view, and then click on Disable checkout. This works like permissions in that checkout disable is inherited from top-level folders. Folders/files that have checkout 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 checkout has a file within it that is checked out for edit, a warning panel will appear with an option to cancel action.