Control & Permission

Document Access – Control and Permissions

With docEdge DMS, you can set access permissions at folder level, which is documents container,  including assigning roles that give different levels of access to different users or user groups, such as managers.

docEdge DMS ensures that documents are easily available to the people who need it, and inaccessible and invisible to those who don’t need it or aren’t authorised to access it. Different type of access permissions can be controlled by user, group, role. This provides the ability to support advanced access control, and the flexibility to address even unforeseen needs that arise in the future.

For example, an employment agreements can be tagged to selected employees, making the agreement visible to that user, their manager and to human resource department, but no one else. In the case of a management or organisation change, just change the manager property of the employee and all related documents become visible to the new manager.

A project-based scenario could consist of using project documents that have project team members defined with metadata. Access permissions of documents can then be set by tagging them with the project to which they are associated such that they are visible only to members of the project team. This approach simplifies on-boarding new team members, and also makes it easy to allow external users such as partners and customers to securely access project-related documentation and participate in related processes and workflows.

Document Access Audits and Compliances

And, in regulated and quality-intensive industries where audits can be conducted by customers, vendors and regulating bodies are required, in addition to consistently establishing and enforcing access control policies, docEdge DMS enables businesses to easily prove they are following required procedures and are in compliance with regulations and industry standards.

In docEdge DMS, you may have:

  • Parent folders – these are the folders that sit at the root level of your Document Repository tree.
  • Sub folders – these are the folders that sit underneath your parent folders (and you may have subfolders within subfolders within subfolders and so on).
  • Documents – these are the actual files that sit within your folders (either parent folders or subfolders).

By default, permissions are inherited from the parent object and that can be easily disabled if required.

 

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