CMiC Field Security - Documents
In CMiC Field, security is assigned for each document type individually. As such, the below boxes should be checked for each document type that the user may wish to use within Field.
The following privileges are located in the pop-up window launched from the 'Show in Menu/View/Create/Update/Delete/Unlink All Document Types' link on the CMiC Field - Project Roles screen for each document type.
Checkbox | Check this box to... |
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Show in Menu | See and open the document folder for a particular document type. |
View | View all documents of that type. |
Create | Create new document records. |
Edit | Edit documents. For PSPDF documents, any changes will be saved as a new revision. |
Delete | Delete documents. |
The following privilege is located in the Other section on the CMiC Field - Project Roles screen.
Checkbox | Check this box to... |
---|---|
Allow to Delete Document Revision | Delete particular revisions made to documents. |
Other Settings
Checkbox | Location | Check this box to... |
---|---|---|
Disable External File Sharing | Project Maintenance (Default tab) | Disable document download options for the project. This option provides an extra layer of security for users who work on government projects that may classify some documents as "Sensitive but not classified" and require restrictions on sharing them outside the system. |