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Set Up Permissions

Abstract

How to set up permissions in Paligo to restrict access to folders, publications, and topics.

Use the Permissions feature to control which groups and users can access the edit features for a folder or component (topic, publication, etc.). You can access the Permissions feature from the Content Manager.

If you have restricted access to the edit features for a folder, those permissions will also apply to the components inside the folder.

It is possible to add further restrictions by setting permissions on the components in the folder as well. But any further permissions must be compliant with the permissions of the parent folder, for example, you cannot give a user permission to edit a topic if that user does not have permission to edit the folder that contains the topic.

To learn how the permissions work for folders and components, and also how they affect other Paligo features, see How Permissions Work.

Close up of a folder with two topics in the Content Manager. The folder and the topics have a small padlock icon next to their names to show they have permissions set.
Close up of a folder with two topics in the Resource view. The folder and the topics have a small padlock icon next to their names to show they have permissions set.

When you save, Paligo applies the permissions and a lock icon appears next to the folder/component in the Content Manager. The lock icon also appears in the Resource view (shown when you select a folder).

Note

To apply permissions to a group of users, you can either select each user individually or you can choose a group. You can only choose a group if there are user groups set up in your Paligo instance, see User Groups.

  1. In the Content Manager, find the folder or component that you want to restrict access to. Select its options menu ( ... ) and then select Permissions.

    Content Manager side panel shows the options button has been selected for a folder. It reveals a menu containing various options, including the Permissions option.

    Paligo displays the Permissions dialog.

    Permissions dialog. It has a setting for choosing whether everyone can view and edit or only some people can edit. Below that there is a field for entering a user name, group name, or email address. At the bottom is a list of the users and groups that have permission to edit the selected item.

  2. Make sure the top field is set to Everyone can view, only some can edit.

    Note

    To remove permissions from a folder/component, select the Everyone can view and edit option.

  3. In the second field, enter the name or email address of the user/group that needs access to edit the folder/component. As you start to type, Paligo will find close matches from the Paligo database for your instance. Select a group or user that needs to have the edit permission.

    Permissions dialog. It is set so that everyone can view a topic but only certain users can edit it. The list of users with permission to edit includes the owner, a writer, and a group.

    When you add users and groups, be aware that:

    • Groups will give permission to every user that is a member of that group.

    • Users will give permission to the selected user only.

    Note

    The person who is editing the folder/component permissions is the "owner" and automatically has permission to edit.

  4. Repeat step 3 to add more groups and users as required.

  5. Select Save.