Permissions

Each object has permission settings that are assigned to it on the Permissions tab of the metadata card. Objects can also be searched according to their permission settings. You can, for example, create a search listing all objects that are visible to the company management only. This way, you can also change the permissions of specific objects.

You can also search objects by specific permissions.

Example: Searching for Objects That Are Visible to the HR Department

Before you begin

Your vault needs to have the HR Department user group and you need to be a member of that group.

Steps

  1. Click Advanced Search on the right side of the search bar to bring up the advanced search options.
  2. Click Additional Conditions...
    The Additional Conditions dialog is opened.
  3. Go to the Permissions tab and check the Visible to user/group check box.
  4. From the Operator drop-down menu, select includes.
  5. From the Value drop-down menu, select HR Department.
  6. Click OK to close the Additional Conditions dialog.
  7. Enter a search term in the Quick Search field or leave it empty if you do not want to filter your search any further.
  8. Press Enter or click the arrow button next the Quick Search field to start your search.

Results

The search results show the objects that match your search term and are visible only to the HR department.
© M-Files Corporation 2016
Last updated 10/2016