Document Security¶

infoRouter provides granular security controls at the document level. You can assign different permission levels to individual users and groups for each document.

Permission Levels¶

Permission	Description
No Access	Cannot view or access the document
Read	Can view the document
Change	Can view and modify the document
Full Control	Complete access including security changes

Cumulative Rights

Access rights are cumulative — each level includes all rights from the previous level plus additional capabilities.

Permissions Matrix¶

Capability	No Access	Read	Change	Full Control
View Document
Change Document
Change Properties
Delete Document
Change Permissions
Take Ownership

How to Assign Document Permissions¶

Click the Action icon on the document
Select Security
In the Security window, click Change Permissions
Select users from the list on the left
Choose the access level from the dropdown (default is "Full Control")
Click Add
The selected users will be added with the chosen permission level

Permission Inheritance¶

Default Behavior

New documents automatically inherit permissions from their parent folder. Authors can modify these inherited permissions if needed.

When authors change document permissions, they can only grant access to users who are members of the library where the document resides.

Using No Access¶

The No Access permission is equivalent to not including a user in the access list. It's useful when:

A group has been granted access to a folder
You need to exclude a specific member of that group from accessing a particular document

Learn more: User Groups

Folder vs Document Permissions¶

Important

Folder permissions take precedence over document permissions, but not automatically.

Example:

User A has Full Control rights at the folder level
User A has No Access permissions to a specific document
When User A tries to access the document: Access Denied
However, User A can still modify the document's permissions or take ownership due to folder-level Full Control