The Document Access tab allows you to give users permissions related to documents in a project, such as:
- Create new documents within the project
- Control document status or reference fields
- Manage document revisions and files
- Use specific Access Tags to group document access
This ensures only authorized users handle sensitive document operations.
🖱️ How to Add Document Access
- Open the Project
Navigate to the project you want to manage. - Go to the "Document Access" Tab
This section lists all current document access roles for the project. - Click "+ Add"
Opens the Document Access creation panel. - Select User Type
Choose between:- Reader – Can view documents but not edit
- Standard – Can edit based on detailed permissions
- Choose User and Access Tag
- Select the user from your list
- Pick an Access Tag if applicable to further control their access
- Set Document Permissions
Permission
What It Does
Create Document
Allows the user to create new documents directly in the project.
Access Tag
Control access via specific document tags.
Status
Change the document status (e.g., draft, released).
Person
Set or edit the person linked to a document.
Reference
Edit document references for traceability.
- Set Revision & File Permissions
Permission
What It Does
Revision
View and manage document revisions. You can select **All Revisions** or only **Current Revision**.
Revision File
Manage files attached to each revision.
Revision Status
Control the status of each document revision.
- Click "Save and Close"
Your document access settings are now active.
🗑️ How to Remove Document Access
- Go to the Document Access tab
- Select the user entry you want to remove
- Click Delete
- Confirm the deletion in the popup
🔄 Example Use Case
A project manager sets the following roles:
User
Access Level
Can Create Docs?
Can Edit Status?
Revision Control
Project Engineer
Standard
Yes
Yes
All Revisions
Quality Inspector
Reader
No
No
Current Only
Document Controller
Standard
Yes
Yes
All Revisions
This ensures correct document control based on roles.
❓ FAQ
Q: What is the difference between Reader and Standard?
A:
- Reader can only view data they are given access to.
- Standard can write or delete if permissions are set.
Q: Can I restrict document creation but allow status changes?
A: Yes, by selecting Standard user type and enabling only the Status permission.
Q: What if I don't assign document access?
A: Users without explicit access cannot see or modify project documents.
Q: Is document access tied to the general project access?
A: No, Document Access is a separate control layer specifically for document-related operations.
