Sharing Objects

yuuvis® RAD client 9.x

You can assign read access to a certain document or folder to other users who do not have this read right by using the Share action. The Read object type right is valid until you remove it. Shared objects are indicated by a Shared icon in the header of the object area.

You as the sharer require the 'edit' right for the corresponding object type.
In order to use the shared read permission, the selected users need the Available object type right for the object type of the shared object; for folders, they also required this right for the document types these folders contain. Conditions on object type rights are evaluated.
The relevant object type must be configured for sharing.

When sharing, you can decide whether you want to grant read rights for a document or folder. With a folder, you also have the option of deciding whether all the documents stored in it are involved in the sharing or solely the folder. The second option is particularly useful if you only want to make individual documents in the folder accessible in addition to the folder.

The option that you share only the folder and not the documents contained in it applies initially to all documents contained in the shared folder. Regardless of whether the recipients permitted to share normally have read or write access to the object types of the documents contained in the folder. You now have the option to share the documents contained in the folder individually. This way you can individually determine which documents are visible and which are not.

To share an object, follow these steps

Click an object that you are allowed to edit.

This can be a folder or document in a hit list or filing location.

To select a folder in a location, click the folder name in the folder view header.
Click Actions >General > Share.

Alternatively, you can click the right mouse button to open the actions menu.

The Share dialog opens.
You have the following options in the Share dialog:
- Only share the folder with:
  
  Enter the desired users or user groups to whom you want to grant access to the folder.
  
  You can still share individual documents at a later date.
- Share folder and documents with:
  
  Select the desired users or user groups to whom you want to grant access to the folder and all the documents it contains.
Remember that you will receive all users and user groups that are stored in the system in the user selection dialog, regardless of whether they have the Available object type right for the object type. It may therefore happen that the shared objects still cannot be read.
Click the Share button.

The object is made available to the selected group of users.

The object is indicated by a Shared icon in the header of the object area.