Project Security
When Documents or Forms are associated with a project, the visibility of the object will depend upon the configured security mode. By default when a project is created it utilizes the Folder/Template Security Mode, which means user's permissions are defined by Document Library Folder permissions (and Form Template permissions).
When a project is configured to use Project Security mode, permissions for objects related to the Project are controlled by Project Security assignments. The following topic explains how different Project Security modes affect user permissions.
Security Modes
Folder Security Mode
Folder Security Mode is the default setting selected when creating a project. User permissions and access are enforced by the security settings for individual Document Library folders and Form Templates.
Documents - Users will see documents according to their permissions to the Document's Folder.
- Viewers will only see the latest released version of a document
- Documents Pending Approval are visible to users with Editor permissions or higher.
- Users with Editor or Owner permissions to a document will see the latest revision regardless of the released status (Pending Approval, Unreleased, or Released).
- Archived documents are visible as long as the user has appropriate permissions.
- Deleted documents are not visible.
Forms - Users will only see forms they have access to view in the Form Library.
- Editors can edit the Forms.
Project Security Mode
When a project is in Project Security Mode, users given permission to the project will be able to see all documents and forms as if they had been given those permissions to the associated items in the Document Library or Form Template security.
Documents - Viewers will see the latest released version of ALL documents associated with the project.
- Users with Editor rights or higher will see latest Released, Pending Approval, or Unreleased version of all documents associated with the project.
- Archived documents are visible.
- Deleted documents are not visible.
Forms - Users with Viewer rights will be able to view ALL associated forms.
- Users with Editor rights or higher will be able to edit ALL forms associated with the project.
Setting Up Project Security
Configure a Project to Use Project Security
Project security can only be configured by the project Owner or VaultAccess user.
- Select the Show Projects link from the Projects menu.
- Select the project to be configured.
- Select the Details tab.
- Scroll down to the bottom of the page and select the Security for related documents and forms is based on Project Security radio button.
- Click the Save Changes button.
Grant Security Access in Project Security Mode
- Select the Show Projects link from the Projects menu.
- Select the project to be configured.
- Select the Security tab.
- Select the Modify Security button.
- Select Users or Groups in the Members Selection area to be added.
- If needed, use the Search capability to locate the user or group.
- Add users or groups as either Owners, Editors, or Viewers of the Project by selecting the appropriate button:
- Owners: have rights to change security, edit and view documents.
- Editors: have rights to edit and view documents.
- Viewers: have rights to view documents.
By default the combination of Project Security and Folder Security will give the user the highest rights between the compared permissions. As an example if a document is associated with multiple projects and a user has viewer rights to one project and owner rights to another, the user will have owner rights to the document.
Remove Security Access in Project Security Mode
- Select the Show Projects -> All Projects link from the Projects menu.
- Select the project to be configured.
- Select the Security tab.
- Select the Modify Security button.
- Select the Users or Groups in the Assigned Members area to be removed and select the Remove button.
Project Permissions
Project Permissions Reference Table
| Create New Project | X | X | X | |
| View Project | X | X | X | |
| Modify Project Details | X | X | | |
| Set Security Rights | X | | | |
| View History | X | X | | |
| Add Documents | X | X | | |
| Add Forms | X | X | | |
| View Documents | X | X | X | |
| View Forms | X | X | X | |
| Delete Projects | X | | | |