How do I share or restrict access to a document, folder or template?

Learn more about access policies and sharing or regulating access to items in Precisely

Sharing as well as limiting access to documents, folders, and templates is done using access policies. There are three levels of user access; Only me, Selected teams, and Everyone in the organization.

• Me and admins / Me and users with inherited access means that only you have access to the item, together with admins and, if applicable, users with inherited access.

• Selected teams means that only the teams that you choose have access to the item.

• Everyone in the organization means that everyone within your Precisely organization has access to the item.

Changing access policies on contracts, projects, and templates

To change the access policy of a contract, project, or template, simply

1. Click Draft & sign, Archive, or Templates in the top menu, depending on what item you wish to change the access policy of,

2. Click the specific project, contract, or template that you wish to change the access policy of,

3. Click Change access policy under Settings on the left-hand side, select who gets to access the item, and click the blue Save button.

Note: If you choose Selected teams as the access policy, you will be asked to select which teams can access the project, contract, or template before clicking the blue Save button.

Changing access policies on folders

To change the access policy of a folder or subfolder, simply

1. Click Archive in the top menu,

2. Click the Options button (the three dots) next to the folder that you wish to change the access policy of,

3. Click Access policy and choose who can access the folder 

4. Choose which level the changes should apply to and click the blue Save button.

When applying changes to the access policies of folders in the archive you have the option to automatically apply changes to:

a) All subfolders and documents within the folder or

b) Only the documents directly stored in the folder (not the subfolders or their contents)

How do I give access to selected teams?

If you choose Selected teams as an access policy, you will be asked to select which team(s) should have access before clicking the blue Save button. Click here to learn more about creating teams.