Manage library permissions - Automate_Studio_Manager - Latest

You can add or remove groups to manage library permissions. Solutions inherit all permissions associated with the library they belong to.

Permission Types: definitions

1. 1. Library Solution Permissions manage Solution access for a) development and b) review. See just below for definitions.

   1. Solution Developer. When a Group is added to this permission, the users within that Group can create or update solutions within this library. Example: If it is a Transaction type library, users can create or update Transaction solutions in this library. Note that for this Transaction library example, the user must have the required valid license.

   2. Solution Reviewer: When a Group is added to this permission, the users within that Group can be the solution reviewer – for the solution within this library only. If this is a Transaction type library, these users will be listed in the Reviewers list and the solution submitter can select one of the reviewers to review the solution.

2. 2. Process Permissions manage either a specific solution or the start of the document process for solutions belonging to a specific library. They include Originator and Data Reviewer permissions; please see just below for definitions.

   1. Originator: When a Group is added to this permission, the users within that Group can submit new solution documents and/or launch a document process or form process for a given solution. By default, solutions inherit this permission from their library. In addition, Administrators can control this permission for a specific solution.

   2. Data Reviewer: When a Group is added to this permission, the users within that Group can participate in the document review process (applicable to Standard Workflow only). If this is a Transaction type solution, the document submit wizard includes these users in the Reviewer list. The document submitter can then select one of the reviewers to review the document.

Add library permissions

To manage library permissions, you must have one of the following global roles or be a part of the following permission groups:

• Global Administrator
• App Administrator

To add library permissions:

1. Click the Apps menu. Go to the app for which you would like to add library permissions and click the icon in the Actions column.
2. Click Configurations and then click the Manage Libraries tab.
3. Select the library and click Manage Library Permissions .
4. Click Solution Permissions and then select groups for Solution Developer and Solution Reviewer permissions.
5. Click Save. You will be notified that the permissions have been added successfully.
6. Click Process Permissions and then select groups for Originator and Data Reviewer permissions.
7. Click Save. You will be notified that the permissions have been added successfully.

Remove library permissions

To remove library permissions:

1. Click the Apps menu. Go to the app for which you would like to remove library permissions and click the icon in the Actions column.
2. Click Configurations and then click the Manage Libraries tab.
3. Select the library and click Manage Library Permissions .
4. Click the library permissions category (Library Solutions or Processes) you need to edit.
5. Hover over the group name and click the ‘X’ to delete that group.
6. Click Save.