Assign Library Rights Dialog Box

Use the Assign Library Rights dialog box to set the permissions for all selected libraries at one time.

Location

To display the dialog box, complete the following steps:

  1. From the Ajera CRM Navigation menu, click Configuration > Security > Roles.
  2. On the Roles form, click the Document Management tab.
  3. In the Library Permissions grid, click Assign Rights.

Contents

Field Description
Library Permissions

This field contains all of the same values as the Permissions field in the Library Permissions grid. Select the appropriate rights and click Apply to set the permissions for all selected libraries at one time.

  • Read/Add/Edit — This option gives the role read, add, and edit rights to the document management library.
  • Read/Edit/Delete — This option gives the role read, edit, and delete rights to the document management library.
  • No Rights — This option gives the role no rights to the document management library.
  • Read Only — This option gives the role read only rights to the document management library.
  • Read/Edit —This option gives the role read and edit rights to the document management library.
  • Full — This option gives the role full access to the document management library.