Access Panel View Modes

The Access panel has three view modes:

Compact View

Summarize by Users

Permissions View (Details)

Compact View

To switch between Compact View and Summarize by Users, use the View pop-up above the list.

AccessPanelCompact.png 

Compact view lists the granted accesses as they were defined. The list is divided into two parts: the upper part shows the access definitions created locally, while the bottom part shows the access definitions inherited from parent elements. (The bottom part of the list is visible only when there are inherited access definitions.)

UserWithAccess.png 

Columns

User/group name

Assigned role(s)

If a role is an inherited role, then you can hover the cursor over it to see the source of the inherited role.

Select an item from the list and click Details to see and/or customize the included permissions.

See Permissions View (Details).

Summarize by Users

To switch between Compact View and Summarize by Users, use the View pop-up above the list.

AccessPanelCompact00079.png 

Permissions might be granted to users and groups on many different levels. This makes it difficult to understand a user’s permissions set for the selected content item. In this case, use the Summarize by Users view to unfold all the groups and summarize all permissions at all levels.

SummarizeAccess.png 

In this view, all groups are unfolded: only the users are listed together with their role (or roles). Hover over a specific role to see where it has been inherited from.

Columns

User name

Assigned role(s)

If a role is an inherited role, then you can hover the cursor over it to see where the role was granted.

Select an item from the list and click Details to see and/or customize the included permissions.

See Permissions View (Details).

Permissions View (Details)

Switch to Permissions view in the Access panel by selecting an item in the list and clicking the Info icon.

 AccessInfoIcon.png

This view unfolds the roles and summarizes the permissions granted to the clicked user or group.

UserPermissionsSummary.png 

Permissions allow the user to perform a specific operation. Permissions can have three statuses:

Not granted: Empty checkbox

Granted: Checked checkbox

Granted, but revoked: Checkbox with red X mark

The permissions are listed in rows; and the roles are shown in columns. The column headers indicate where and how that role was assigned to the selected user/group.

The Summary column shows the aggregated permission set for the selected user/group.

Edit Permissions

Click Edit on the header to make the Custom role appear.

ClickEdit.png 

(The Custom role column is the only place where you can revoke a permission.)

CustomRoleEdit.png 

Click once in the checkbox to activate the permission (with a checkmark)

Click a second time in the checkbox to revoke the permission (with a red X).

The result of the editing is immediately shown in the Summary column. Click Save to store your changes.

Related topic:

Granting Access

Revoke Access