Assign Security Roles To a Folder

Folder security may be inherited from its parent folder or explicitly defined for the folder. All of the role assignments for a folder and its sub-folders may be exported, cleared, and imported as a batch.

Note:

To perform this task, you must be a member of a group that is assigned to the Tenant Administrator role that is assigned to the parent folder.

ClosedNotes About Functionality

  • If Inherited from parent folder is enabled, the roles list is empty, and the folder has the same role assignments as its parent. This parent folder might inherit its roles from its parent, and so on, all the way up the folder tree to the root of the vault.

ClosedPowerWeb Procedures

Use these steps for PowerWeb.

ClosedAssign Roles to Folder

To assign roles to a folder:

  1. In the Folders navigation view, select the folder to which you want to assign roles.

  2. Choose between two options:

    • In the view bar, click Role Assignments.

    • In the Folder ribbon, in the Information group, click Role Assignments.

      The list of current role assignments appears.

  3. To disable role assignment inheritance and explicitly assign roles to the folder, disable Inherit from parent folder.

    The Add to List button becomes enabled.

  4. Above the Apply button, select the name of the user or group from the left list to which you want to assign a role.

  5. Select the role from the right list that you want to assign to the selected user or group and then click Add to List A green circle with a green plus symbol in its center..

    The new role assignment is added to the list of current role assignments.

  6. Click Apply.

ClosedRemove Roles from Folder

To remove roles from a folder:

  1. In the Folders navigation view, select the folder from which you want to remove roles.

  2. Choose between two options:

    • In the view bar, click Role Assignments.

    • In the Folder ribbon, in the Information group, click Role Assignments.

      The list of current role assignments appears.

  3. In the roles list, place a check mark in the leftmost column of the role that you want to remove and then click Remove.

  4. If you accidentally remove a role that you want to keep, click Undo Remove.

  5. Click Apply.

ClosedExport Security Assignments from Folder and Sub-Folders

Security assignments are saved in XML format. You can open the file in a web browser to view or print the information. The file contains a reference to an example XSLT file named security report.xslt that, if copied to the same folder with the output, will transform and format the output using the styles that are defined in the XSLT file.

By default, the security assignments file is installed in the Meridian Enterprise folder at C:\Program Files (x86)\BC-Meridian\Program. You can modify the XSLT file to meet your own requirements. We recommend that you not modify the XML output file.

To export the security assignments of the current folder and its sub-folders:

  1. In the Folders view, select the top-level folder from which you want to export roles.

  2. Choose between two options:

    • In the view bar, click Role Assignments.

    • In the Folder ribbon, in the Information group, click Role Assignments.

      The list of current role assignments appears.

  3. Click Export.

    The file <FolderName>.xml downloads to your browser where you can save it.

ClosedRemove Existing Security Assignments

Note:

If the vault has many roles assignments, this operation can take a long time (hours). We recommend that you perform this operation after production hours.

To remove all existing security assignments:

  1. In the Folders view, select the top-level folder from which you want to remove all role assignments.

  2. Choose between two options:

    • In the view bar, click Role Assignments.

    • In the Folder ribbon, in the Information group, click Role Assignments.

      The list of current role assignments appears.

  3. To disable role assignment inheritance and explicitly assign roles to the folder, disable Inherit from parent folder.

    The Clear button becomes enabled.

  4. Click Clear.

    A dialog box opens, asking you to confirm your choice.

  5. Click Yes.

    The role assignments are removed.

ClosedImport Role Assignments from XML

Note:

  • If the XML file contains references to folders that do not yet exist in the current vault, the folders will be skipped and not created automatically.

  • The role assignments that are imported will replace all existing role assignments for each folder, not add to them. Be sure that no critical role assignments will be lost if you proceed.

  • If the vault from which the XML file was created has many roles assignments, this operation can take a long time (hours). We recommend that you perform this operation after production hours.

To import role assignments from an XML file that was previously exported:

  1. In the Folders view, select the top-level folder to which you want to import roles.

  2. Choose between two options:

    • In the view bar, click Role Assignments.

    • In the Folder ribbon, in the Information group, click Role Assignments.

      The list of current role assignments appears.

  3. To disable role assignment inheritance and explicitly assign roles to the folder, disable Inherit from parent folder.

    The Import button becomes enabled.

  4. Click Import.

    The Choose File to Upload dialog box appears.

  5. Select the file that contains the role assignments that you want to import and then click Open.

    A dialog box opens, asking you to confirm your choice.

  6. Click Yes.

    The role assignments are imported.

 

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