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XTAM Global Permissions

XTAM provides an additional level of permissions called Global Permissions that is available to quickly and easily grant users and groups non-Administrative permissions to all objects (folders, vaults and records) stored in the Record List. For example, you may now provide a user with Viewer only permissions to all objects, regardless of their current inheritance setting and without having to navigate to each object, by simply granting Global Permissions to this principal account.

A few details to note when considering the use of Global Permissions.

  • Global Permissions do not override object permissions, meaning if a user is an Owner of an object, Global Permissions cannot be used to reduce this existing permission level.
  • Global Permissions can be assigned to both local and Active Directory Users or Groups.
  • Global Permissions are not displayed when viewing the permissions for a specific object; however they will be displayed when viewing the object’s Access Report.
  • Global Permissions can only be assigned and managed by XTAM System Administrators.

 

To assign Global Permissions:

1

Login to XTAM as a System Administrator.

2

Navigate to Administration > Global Permissions.

3

Click the Grant Permission button.

4

In the Principal field, enter the User or Group Name and then click Add.

5

Select the permissions that you wish to globally assign to the selected principals using the available dropdown menu options.

6

When complete, click the Select button to assign the global permissions.

 

The Administration section previously named Permissions has been removed. This section was used to assign permissions to the Record List’s Root Folder and this can now be managed only from the Manage > Permissions option available in the Root Folder’s top menu.

 
 

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