Understanding basics of File Visibility (i.e. Access)
A private file is visible to user under all/any one of the below mentioned scenarios:
1. User is assigned the Folder Administrator permission on the folder. Click here for detailed help on how to assign permissions on a folder.
2. User is assigned any task on the private file. Click here for detailed help on how to distribute a file.
3. User is assigned the visibility using the visibility option on the private file.
Assigning Visibility
Users on Asite having role privilege 'Can Edit Visibility of Objects' can assign or remove visibility on any of the private files accessible to them, where project setting 'Enable Object level visibility of private information' is enabled.
Below are the steps to assign visibility on a project file:
1. Right click on a private file and select 'Visibility' option.
2. The screen to assign visibility for selected file will appear.
3. Click on 'To' field to select users, distribution groups, roles or organisations to assign visibility.
4. Once done, click 'Save' button to complete assigning the visibility on selected file for selected users, distribution groups, roles or organizations.
Note:
a. Selecting a distribution group, a role or an organization is treated as an object.
b. Objects (i.e. Distribution Groups/Roles/Organization) will be automatically assigned visibility when file is distributed using the object.
c. Any new users added to that object will automatically get visibility on the file. Any users having visibility via that object will lose visibility (i.e. Access) once they are removed from that object.
d. Visibility can be edited using the same steps. All Users/Distribution Groups/Roles/Organizations having visibility will be pre-populated.
Removing Visibility
While Editing Visibility, a icon appears against the existing users, distribution groups, roles or organizations having visibility on selected file. Clicking on the same will remove visibility of corresponding users, or users in corresponding distribution groups, roles or organizations as applicable.
Note: Removing visibility of an object/user will remove that user/object from visibility option, however their actual access on the file will be based on any/all of the condition stated above.
Next Article: Start Workflow on Files