Setup Permission in Component Level

As stated in features list of the extension, EDocman provide a very flexible and powerful mechanism for handling permissions (CREATE, EDIT, DELETE, PUBLISH categories and documents). Permission will be inherited in the following structure Component Permission => Category Permission => Sub-Categories Permission => Documents Permission. That means :

1. Component Permission will be highest level in the list .
2. When you create a category, if you leave permission to Inherit, It will inherit permission which you setup in Component Level .
3. When you create a sub-category, if you leave permission to Inherit, It will inherit permission which you setup in it's Parent Category .
4. When you create a document,  if you leave permission to Inherit, It will inherit permission which you setup in it's category.

Also, please note that a child Group will inherit permission from it's Parent Group (if you leave permission to Inherit). For example, if you set Download Permission of Public Group to be Allowed, All the children groups of Public Group like Manager, Administrator, Registered.... will have Download Permission Allowed.

To setup Permission in Component Level, please follow the steps below :

1. Login to back-end of your site
2. Access to EDocman -> Dashboard
3. Click on the Optionsbutton , a popup window will be displayed to allow you to setup permission for each group. Below are list of permissions and their meaning :
   • Create permission : Allows create categories and documents. If you want a group to be able to create categories and documents, set this permission of the group to Allowed.
   • Delete permission :  Allows delete categories and documents. If you want a group to be able to delete categories and documents, set this permission of the group to Allowed.
   • Edit permission : Allows edit categories and documents. If you want a group to be able to edit categories and documents, set this permission of the group to Allowed.
   • Edit State permission: Allows publish/unpublish categories/documents.
   • Edit Own permission: Allows edit categories/documents submitted by the user himself.
   • Download permission: Allows download documents.
4. A simple usage of Permission setting is that you allows Public users to view documents but only allows registered users to download it. In this case, you can set it as follow :
   • In Permission setting screen, leave all other groups to default setting.
   • Click on Registered group, set Download permission to Allowed.
   • After that, all other users from Registered group and it's children groups () will be able to download documents.
5. If you for example, want all users to be able to download documents, you can setup it as follow :
   • In Permission setting screen, leave all other groups to default setting.
   • Click on Public group, set Download permission to Allowed.
   • After that, users from all groups will be able to download documents (that's because all groups are child of Public group and Permission is Inherited.
   • If you for example, don't want to allow users from a certain groups to be able to download document, simply click on that group and set Download Permission to Denied .

The two key important rules for setting up permission are :

1. Permission will be inherited in the following structure Component Permission => Category Permission => Sub-Categories Permission => Documents Permission
2. Children groups will inherit permission from it's parent group.

Setup Document Categories

EDocman allows you to organize your documents cross infinite categories and subcategories. To setup categories, please go to EDocman -> Categories . On this page, you will see list of categories which you created and you will be able to add/edit/delete/publish/unpublish categories using the buttons on toolbar. Below are list of important fields which you should care when creating new category :

1. Category Layout: Choose the layout which you want to use to display documents from this category layout. Available layouts are :
   • Default Layout : See sample by clicking here
   • Columns layout : Display documents in Columns format (several documents each row). Click here to see a sample .
   • Table layout : Display list of documents in table format. Each row contains title of document, created date and download link (should add some more information like file type, filesize, short description, thumbnail.... into this layout in the near future) .
2. Access : Choose the access level which you want to allows access to this category, default is Public (which mean all users can access to this category). When you assign an access level to a category, only users from groups has this access level will be able to view this category.
3. User Ids : If you want this category can be viewed by some specific users only, you can enter ID of these users into this field - comma seperated. After that, only these users will be able to access to this category (in this case, the Access setting explained above will have no effect).
4. Permissions setting : Beside setting permission in Component Level (which is explained in the top of this article), you can set up permission when you create category as well. If you change the permission setting when creating category, this permission setting which override the permission setting in Component Level . For example, by default, you allows all public users to be able to download documents from all categories. Now, you setup a new category called Company Documents which allows only registered users to access to this category, you can setup it as below :
   • Click on Registered Group, set Download Permission to be Allowed .
   • Click on all other groups, set Download Permission to be Denied .
   • After that, only users from registered groups can download documents from this category

Setup Documents

Next step will be setup documents. To setup documents, please go to EDocman -> Documents . On this page, you will see list of documents which you created and you will be able to add/edit/delete/publish/unpublish documents using the buttons on toolbar. Below arelist of important fields which you should care when creating new document :

1. File: Depend on File Upload Method which you choose in Configuration section :
   • If you setup it to Choose File from Server, you will need to upload files to server (via FTP) before creating documents. In this case, the system will display list of uploaded files in Dropdown and you can choose one file for the document.
   • If you setup it to Upload new file for each document, the system will display a button which allow you to browse for a file from your computer for this document (the file will be uploaded when you press Save button in the toolbar).
2. Access : Choose the access level which you want to allows access to this document, default is Public (which mean all users can access to this document). When you assign an access level to a document, only users from groups has this access level will be able to view this document.
3. User Ids : If you want this document can be viewed by some specific users only, you can enter ID of these users into this field - comma seperated. After that, only these users will be able to access to this document (in this case, the Access setting explained above will have no effect).
4. Permissions setting: By default when you create a document, the permission setting of this document will be inherited from the category which it is assigned to. If you change the permission setting when creating document, this permission setting which override the permission setting in it's category. For example, by default, you allows all public users to be able to download documents from all categories. Now, you want only user from ManagerGroup can document this document, you can setup it as below :
   • Click on Manager Group, set Download Permission to be Allowed .
   • Click on all other groups, set Download Permission to be Denied .
   • After that, only users from Manager group can download this document.

Bulk Import

Change Language Item

Setup Menu Items

After setting up categories and documents, you will need to have a way to allows site users/visitors to access to these categories. The most common ways is creating menu items to link to EDocman pages. The steps are :

• In the menu management, press New button.
• In the next screen, look at EDocman section .
• Depend on the setting of your system, you can choose from one of available views:
  • If you want to users to see list of categories which you setup when accessing to this menu item, choose Categories view . When users access to this menu item, they will see lisf of categories in the system. They can click on a category to browse for documents in this category .
  • If you want users to see list of Documents from a  category when accessing to this menu item, choose Category View. If you choose this view, please remember to choose the category you want to display in the menu parameter. When users access to this menu item, they will see list of documents in this category .
  • If you want users to see detail information of a document when accessing to this menu item, choose Document View. If you choose this view, please remember to choose the Document you want to display in the menu parameter. When users click on this menu item, the system will display detail page of document and they can click on Download  Button (if allowed) to download this document.

Modules Setup

The other ways to allows users to access to Categories and Documents are via EDocman Categories and EDocman Documents modules which you installed. Just go to Extensions -> Modules manager, find and publish these modules. After that, users will see the categories and documents in the modules and can access to it....