{"id":330,"date":"2026-04-23T14:18:03","date_gmt":"2026-04-23T19:18:03","guid":{"rendered":"https:\/\/www2.dataunfold.com\/?post_type=docs&#038;p=330"},"modified":"2026-04-23T14:24:24","modified_gmt":"2026-04-23T19:24:24","password":"","slug":"permission-deep-dive","status":"publish","type":"docs","link":"https:\/\/www2.dataunfold.com\/fr\/docs\/permission-deep-dive\/","title":{"rendered":"Permission &#8211; Deep Dive"},"content":{"rendered":"<h2 class=\"wp-block-heading\">1. Permission overview from the UI<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">In the app, you manage permissions through project sharing and user access settings.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Admin<\/strong>\u00a0and\u00a0<strong>Editor<\/strong>\u00a0are broad access roles that are typically set in the account management area.<\/li>\n\n\n\n<li><strong>View only<\/strong>\u00a0is a read-only role for users who should not make changes.<\/li>\n\n\n\n<li>Scoped access is used when you want to grant rights only for specific projects or collections.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">2. Assigning access to a project<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Use the project Share dialog to give someone access to a single project.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Open the project you want to share.<\/li>\n\n\n\n<li>Click the\u00a0<strong>Share<\/strong>\u00a0button or open access settings in the project header.<\/li>\n\n\n\n<li>Select the user and choose\u00a0<strong>View only<\/strong>,\u00a0<strong>Upload only<\/strong>,\u00a0<strong>Edit<\/strong>, or\u00a0<strong>No access<\/strong>.<\/li>\n\n\n\n<li>Save your changes to update the user&#8217;s access to that project.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">3. Using scoped access correctly<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Scoped access is best when a user should only access a few projects or collections.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Open user management as an administrator.<\/li>\n\n\n\n<li>Select the user and set their role to\u00a0<strong>scoped<\/strong>\u00a0if available.<\/li>\n\n\n\n<li>Pick the exact projects or collections they should see.<\/li>\n\n\n\n<li>Choose\u00a0<strong>View<\/strong>,\u00a0<strong>Upload<\/strong>, or\u00a0<strong>Edit<\/strong>\u00a0for each item.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">4. What each access level means<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>View<\/strong>: the user can read project content but cannot upload or change anything.<\/li>\n\n\n\n<li><strong>Upload<\/strong>: the user can add files and view project content.<\/li>\n\n\n\n<li><strong>Edit<\/strong>: the user can change project contents and settings.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">5. Managing collection access<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Collections let you share several projects at once.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>In user management, choose the collections the user should access.<\/li>\n\n\n\n<li>Assign the appropriate level for each collection.<\/li>\n\n\n\n<li>That level applies to all projects in the selected collection.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">6. Handling storage access<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Storage access is often configured separately from project sharing.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>If a user needs to work directly with files, enable storage permissions in their profile.<\/li>\n\n\n\n<li><strong>Read<\/strong>\u00a0allows browsing and downloading files.<\/li>\n\n\n\n<li><strong>Write<\/strong>\u00a0allows uploading and changing files.<\/li>\n\n\n\n<li>Write access usually includes read access automatically.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">7. Public and upload-only sharing<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Some projects support public sharing or upload-only access.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Use public sharing when you want outside users to access the project without logging in.<\/li>\n\n\n\n<li>Select\u00a0<strong>View only<\/strong>\u00a0to let them see content only.<\/li>\n\n\n\n<li>Select\u00a0<strong>Upload only<\/strong>\u00a0to let them send files without seeing details.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">8. Common permission workflows<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Start with\u00a0<strong>View only<\/strong>\u00a0if you are unsure what someone needs.<\/li>\n\n\n\n<li>Use\u00a0<strong>Upload only<\/strong>\u00a0for users who should add documents but not edit settings.<\/li>\n\n\n\n<li>Use\u00a0<strong>Edit<\/strong>\u00a0for trusted users who need to update the project.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">9. Troubleshooting permissions in the UI<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>If a user cannot open a project, check the project Share dialog first.<\/li>\n\n\n\n<li>If they can open but not upload, they are likely set to View only.<\/li>\n\n\n\n<li>If they should upload but cannot, verify their storage write permission.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">10. Best practices<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Prefer project- or collection-specific sharing instead of broad global roles.<\/li>\n\n\n\n<li>Give the minimum access needed for the task.<\/li>\n\n\n\n<li>Review permissions regularly, especially upload and edit rights.<\/li>\n<\/ul>","protected":false},"excerpt":{"rendered":"<p>1. Permission overview from the UI In the app, you manage permissions through project sharing and user access settings. 2. Assigning access to a project Use the project Share dialog to give someone access to a single project. 3. Using scoped access correctly Scoped access is best when a user should only access a few [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[6],"doc_tag":[],"class_list":["post-330","docs","type-docs","status-publish","hentry","doc_category-configurations"],"year_month":"2026-06","word_count":454,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"dataunfold","author_nicename":"dataunfold","author_url":"https:\/\/www2.dataunfold.com\/fr\/author\/dataunfold\/"},"doc_category_info":[{"term_name":"Configurations","term_url":"https:\/\/www2.dataunfold.com\/fr\/docs-category\/configurations\/"}],"doc_tag_info":[],"_links":{"self":[{"href":"https:\/\/www2.dataunfold.com\/fr\/wp-json\/wp\/v2\/docs\/330","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www2.dataunfold.com\/fr\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/www2.dataunfold.com\/fr\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/www2.dataunfold.com\/fr\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www2.dataunfold.com\/fr\/wp-json\/wp\/v2\/comments?post=330"}],"version-history":[{"count":2,"href":"https:\/\/www2.dataunfold.com\/fr\/wp-json\/wp\/v2\/docs\/330\/revisions"}],"predecessor-version":[{"id":332,"href":"https:\/\/www2.dataunfold.com\/fr\/wp-json\/wp\/v2\/docs\/330\/revisions\/332"}],"wp:attachment":[{"href":"https:\/\/www2.dataunfold.com\/fr\/wp-json\/wp\/v2\/media?parent=330"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/www2.dataunfold.com\/fr\/wp-json\/wp\/v2\/doc_category?post=330"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/www2.dataunfold.com\/fr\/wp-json\/wp\/v2\/doc_tag?post=330"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}