Granting and denying folder access

Users with the process admin privilege or the folder security manager privilege (which defaults to build_mgr in pt.cfg) can grant and deny folder access. Folder security applies only to subfolders, not to the top-level folders (for example Shared and System).

Procedure

  1. In the Action Panel, select how you want to open the appropriate folder.
    • For queries, click Queries, and from the Folder list for Select a Query, select Manage Folders.
    • For formats, click Queries, and from the Folder list for Select a Format, select Manage Folders.
    • For reports, click Reports, and then click Manage Folders in the left pane.
  2. In Operation, select Manage Folder Security.
  3. Click Edit to edit either the Shared or System folder security.

    The Manage Folder Security >folder type dialog box opens. For example, the Manage Folder Security > CR System Reports dialog box opens.

  4. Set the folder access rules.

    For example, for Folder 1, you want user sue to have read access and user joe and the developers group to have read and write access.

    1. In Default Rule, select Deny read and write access for all.

      The default rule makes all other rules the opposite of the default rule. For example, by selecting the Deny read and write access for all option, all users except sue, joe, and developers are denied access to Folder 1.

    2. For Folder 1, under Read Access, type sue.
    3. For Folder 1, under Read and Write Access, type joe, developers.

      Separate multiple entries with commas.

  5. Click Save.

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