Document Center

Document Center Permissions Manager

This Administrator permission determines who can create and manage all areas of creating, editing, and deleting of all documents. 

1. Click on the Lock icon at the top of your screen. 
2. Select “Policies and Procedures Permissions Manager”.
3. Click on the “Add Admin User” button to begin adding users.

Permissions available: 

• Policy Additions (Files, Folders, Tabs) 
• Policy Editing (Files, Folders, Tabs) 
• Policy Deleting (Files, Folders, Tabs) 
• Policy and Procedure Tool Access and Management.

View Document Center Permissions

This group determines who has permission to access/view the Policy and Procedure Tool when restrictions are active.

1. Click on the Lock icon at the top of your screen. 
2. Select “View Policy and Procedure Permissions”. 
3. Check the “Enable access restrictions” checkbox. 
4. Click on the “Add Admin User” button to begin adding users.

Document Center Tool Permissions

This permission allows policies and procedures groups to create site-specific permissions (add or remove) in addition to site specific administrative users access to the tool. 

1. Click on the Document Center Tool Widget.
2. Click on the Lock icon at the top right of your screen.
3. Click on “Add Permission Group” to begin adding users.
4. Click on the new permission group you’ve just created to assign admins and access permissions.
5. Click on “Add Admin” to give access to this specific group policy.
6. Click on “Add Permission” to give access to the following polices within the new group:
   • ADD - Files, Folders, Tabs
   • DELETE - Files, Folders, Tabs
   • EDIT - Files, Folders, Tabs