Accruent Meridian Enterprise Server 2020 Administrator's Guide

Create And Edit Permission Levels

A permission level is a named set of permissions that you assign to roles for particular repository items. By default, Meridian Enterprise Server includes some example permission levels that you can use:

  • Full Access
  • Viewer
  • Manager

These names were chosen because they best represent the actions and permissions that are available in a repository and the design of Meridian Enterprise Server. These permission levels have default permissions assigned to them that you can see as described in the following task. They are just a starting point. You can edit or delete them and create other permission levels if you want to.

To create or edit a permission level:

  1. In Meridian Enterprise Server Administration Console, in the BC Meridian Explorer group, click REPOSITORIES. The Repositories page appears and lists the existing Meridian Explorer repositories and Meridian Enterprise vaults.
  2. Double-click the name of the repository that you want to configure. The Overview page for the repository appears.
  3. In the menu, click MANAGEMENT TOOLS. The management tool s for the selected repository appear.
  4. In the SECURITY group, for the Security item, click MANAGE. The Global permissions page appears.
  5. Click PERMISSION LEVEL. The Permission Level page appears and lists the existing permission levels.
  6. To create a new permission level:
    •  Click Create New. The NEW PERMISSION LEVEL dialog box appears.

    To edit an existing permission level:

    •  Select the name of the permission level that you want to edit and in the toolbar, click Edit.  The EDIT PERMISSION LEVEL dialog box appears.
  7. Click options or type values using the descriptions in the following table.
Role options
Option Description

Name

Type a description name for the permission level. If this permission level will be in addition to the default permission level , make the name compatible with the default permission level names.

Description

Type a detailed description of the permission level for reference by system administrators.

  1. Click OK. If you created a new permission level, the new permission level is added to the list.
  2. On the right side of the page, select the permissions that you want to assign to the selected permission level. The available permissions are described in Security Permission Descriptions

To delete a permission level:

  1. In Meridian Enterprise Server Administration Console, in the BC Meridian Explorer group, click REPOSITORIES. The Repositories page appears and lists the existing Meridian Explorer repositories and Meridian Enterprise vaults.
  2. Double-click the name of the repository that you want to configure. The Overview page for the repository appears.
  3. In the menu, click MANAGEMENT TOOLS. The management tool s for the selected repository appear.
  4. In the SECURITY group, for the Security item, click MANAGE. The Global permissions page appears.
  5. Click PERMISSION LEVEL. The Permission Level page appears and lists the existing permission levels.
  6. Select the name of the permission level that you want to delete and in the toolbar, click Remove.  The permission level is deleted.