Setting up Buy side permissions
Understanding Buy side permissions
Vault Admins and Project Admins (if given the appropriate permissions) can manage what users can see and which actions they can perform in the Vault.
Go to the Buyer group and the role you want to set up and click Set permissions.
Note: All content is the default option. This means that the chosen permissions apply to the entire index. If certain folders or documents need deviating permissions, please visit this article to learn how to set this up.
|1. View online: Give access to a folder or document. Users can see the item in the structure. If a file can be converted, it can be viewed online in our secure document viewer. Non-converted files are not viewable in the Vault.|
|2. Download secured PDF: The original document will be downloaded as a secured PDF. This is only possible if the document can be converted. Please visit this article to read about best practices for non-converted files.|
|3. Download original: Users can download the original document from the Vault.|
|4. Mass download: Users can download multiple files at once. The chosen download permission applies to each document. Users can still download files if mass download is turned off, but they can only download it per single document.|
|5. Watermark: Watermarks will be displayed in our document viewer and in downloaded secured PDFs.|
|6. Microsoft Office 365: Uploaded Excel files can be viewed in the Vault in their native format. Optionally, you can give users permission to create an online personal working copy. When disabled, Excel files will be viewed as a PDF. Visit Office 365 for Excel to learn more about this feature.|
|7. Activity reports: When enabled, users can download the Document activity by user report. Users can see all activity of other users in their own role.|
8. Drop-up: Click on the arrow to get an explanation of each permission icon. See image below