Permissions and Automatic Permissions

Note: This content is no longer updated. For the latest content, please go to the user guide for M-Files Online. For information on the supported product versions, refer to our lifecycle policy.

Permissions

On the Permissions tab, you can specify the users who may see this class.

Automatic permissions

An object receives automatic permissions when a class with automatic permissions specified is added to the object metadata.

Video: Automatic Permissions in M-Files

You can activate the automatic permissions by value, value list, object type, or class. You can specify the automatic permissions for each class in the same way as for each value. For more information, see Enabling Automatic Permissions for a Value List Item.
Note: Micro Focus IDOL and Smart Search: If more than four automatic ACL sources control the permissions of an object, only administrators can see it in search results.

Adjusting Permissions

  1. Open M-Files Admin.
  2. In the left-side tree view, expand a connection to M-Files server.
  3. Expand Document Vaults.
  4. Expand a vault.
  5. Click a node that contains items that you want to edit. For example, Users.
    Permissions settings are available for these items:
  6. Select an item in the listing area.
  7. Right-click the item and click Properties.
  8. Go to the Permissions tab.
  9. In Users and user groups, select the user or user group whose permissions you want to adjust.
    If the user or user group is not on the list, click Add to add the user or user group to the list.
  10. Select one of these options:
    • Select the Allow check box to allow the selected user to see this item.
      or
    • Select the Deny check box to deny the selected user from seeing this item.
  11. Optional: If you want to adjust additional permissions, repeat the steps from 7 to 10.
  12. Click OK.