You are here: Getting Started > Security and Permissions > To set up document permissions

Setting up Document Permissions

  1. On the Document tab, click Settings.

  2. Click the Document Security tab.

  3. Select an operation and select the setting for the operation.

    Operation not restricted

    A check mark is placed beside any operation that has no restrictions.

    Minimum level required

    The level corresponds to the security level established in Working Papers or Time. In order to modify cell calculations, users must be assigned to a user group in Working Papers or Time with a CaseView access level of 4 or higher.

    Operation prohibited

    A crossed-out circle is placed next to any operation is completely restricted.

  4. Click OK.

Document permissions are saved when you save the document.

  • Section and table column permissions have the additional option to Use document settings and mirror the security configuration in the Document Settings.

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