BlueCielo Kronodoc 2012 Configuration Guide | BlueCielo ECM Solutions
You are here: About security > About access profiles > Creating, editing, and deleting access profiles

Creating, editing, and deleting access profiles

A system administrator or workspace administrator can create and modify access profiles.

Note    Changes to access profiles become effective immediately in all folders and documents that have been assigned the profile.

Tip    Once you have opened an access profile property page, you can create, edit, and delete access profiles without returning to the access profiles list page. Simply select an existing access profile from the list on the property page, if necessary, and click the appropriate button.

To create a new access profile:

  1. In the Settings view, expand the name of the workspace in which you want to create the access profile and click Access profiles. A page listing the existing access profiles appears.
  1. In the Access profiles section header, click New. A page showing the available access profile options appears.

Tip    To create a new access profile using an existing access profile as a template, select the access profile that you want to use before clicking New. The options of the selected access profile will be set as the defaults for the new access profile. You may then simply change the options as necessary for the new access profile.

  1. Click options or type values using the descriptions in the following table.
Access profile options
Option Description

Code

Type a unique code to identify the access profile.

Name

Type a name for the access profile as you want it to appear to users.

NEW  

Description

Type a description of the new access profile.

Permissions

For each of the available user types, select the permissions to grant for the corresponding objects that are assigned the access profile. The rights of Others apply to all users and also to any unidentified users (guest) and users that are known to the system but are not the Owner and do not belong to the groups. For more information about user types, see Understanding user account types.

The access groups that are shown include all groups that have been defined in the workspace and that have at least one permission in the workspace except the Privileged group. To show additional groups, type their names in Add group to accessprofile or click Add to find groups. For more information about defining access groups, see Creating, editing, and deleting access groups.

For descriptions of each permission, see Access profile permissions.
  1. Click Create. The page listing the existing access profiles appears with the new access profile added.

To edit an existing access profile:

  1. In the Settings view, expand the name of the workspace in which you want to edit the access profile and click Access profiles. A page listing the existing access profiles appears.
  1. On the Actions menu of the profile that you want to edit, click Edit. A page showing the access profile's current options appears.
  2. Select or type options using the descriptions in the preceding table.
  3. Click Save. The page listing the existing access profiles reappears.

To delete an existing access profile:

Note    Do not delete an access profile if it is still assigned to any folders or documents.

  1. In the Settings view, expand the name of the workspace in which you want to delete the access profile and click Access profiles. A page listing the existing access profiles appears.
  1. On the Actions menu of the profile that you want to delete, click Delete. A confirmation dialog box appears.
  2. Click OK. The page listing the existing access profiles appears with the selected access profile removed.

Related concepts

About access profiles

About user accounts

About roles

About access groups

Copyright © 2000-2012 BlueCielo ECM Solutions

www.bluecieloecm.com