File Security

We won't spend much time on the Files tab, since the general concept of a file manager should be familiar to every computer user. However, we do want to focus just a minute on how file and folder security works.

Like most things in the system, security starts with ownership. Any files uploaded into the master, or "root" folder—i.e., they're not assigned to a specific sub-folder—are automatically assumed to be public.

To "lock down" a particular file or folder, you'll need to create a sub-folder inside the root, and specify the security options for it.

A table of the available security options follows.

Permissions Options Description
Domain Private
The domain establishes the general exception parameters for anyone who doesn't own the folder in question, and any files contained within it. If set to private, no one but the owner (and any Sysadmins) can access the folder's contents. Public means any user can access the folder. Process means only users who belong to a specific workflow process can use it. Processes are a fairly uncommon feature in the system, so Private/Public are the most common.
Process Will vary depending on available process designations This option only applies if the Process option is selected as the permission domain. Controls which workflow processes will have access to the folder.
Access Type Read
Establishes if anyone besides the owner can make changes to the files in question, or merely see them/download them.

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