Global File Permissions

Global File Permissions grants a user or role organization-wide document access. Use it carefully because its scope is broader than Folder or Document Permissions.

Open the correct permission scope

1. Open Applications → Documents → More → Permissions.
2. Use the Applications / Documents switch.
3. Keep Documents selected to manage file access.

Users who cannot open the route see Access Restricted.

Create a global grant

1. Under Grant Permission, select User or Role.

2. Search for the user or select the role.

3. Choose the required permissions:

   Permission	Allows
   View & Download	Open and download covered files.
   Rename	Rename covered files.
   Delete	Delete covered individual files from the explorer.
   Permission Page	Open and manage file permission pages.

4. Use Allow All only if all four permissions are intentional.

5. Under Applies to, choose All files, Future files, or Existing files.

6. Select Save Permission.

Active Global Grants

The list shows the principal, permission badges, selected file scope, granting user, and time information available for each grant. Select the remove icon to revoke that global entry.

Removing a global grant does not remove separate Folder or Document Permissions held by the same user or role.

Quick Navigate

Use Quick Navigate to Permissions when you already know the target identifiers:

• For Folder Permissions, select Entity, Instance, or Field and enter the required identifiers.
• For File Permissions, enter the Document ID.
• Select Open Permissions Page.

For ordinary navigation, it is safer to open Permissions from the visible folder or file so the identifiers are filled by the explorer.