Configure Tags

Form ID: (PM201500)

Attention: This form appears only if the Document Management feature is enabled on the Enable/Disable Features (CS100000) form.

On this form, you configure access to project files by creating tags and setting up role-based access to them. For details, see Managing Project Files: Configuration of Tags and File Access.

Summary Area

You use this area to create a new tag or view the name of the tag currently selected in the Tags pane and the name of the tag under which it is nested.


Element	Description
Tag Name	The name of the tag currently selected in the Tags pane, which you can change. If you click Add in the Tags pane, you can enter the name for a new tag.
Parent Tag	The name of the parent tag, which you can change. You can select the parent tag for any tag that you create or change the parent tag of any existing tag.

Form Toolbar

The form toolbar includes only standard buttons. For the list of standard buttons, see Form Toolbar and More Menu.

Left Pane: Tags

In this pane, you create tags that will be assigned to files to control role-based access to them. In an out-of-the-box system, the following default system nodes appear on the form:

All Tags: This is the top-level node under which you create all tags (each represented by a node).
Untagged: This node corresponds to a tag the system adds (for internal use) to each file with no other tags, although it is not displayed with the file. You assign access rights to the Untagged node for all files without tags.

Right Pane: Access Rights

In this pane, you can assign each user role’s access level to the tag selected in the Tags pane. Users with the role have this level of access to the files with this tag.

Table 1. Table Columns
Column	Description
Role	The name of the role.
Guest Role	A check box that indicates (if selected) that the role is a guest role.
Description	The description of the role.
Access Rights	The access level, which determines what users with the role assigned can do with files that have the tag selected in the Tags pane. You can select one of the following options: Revoked: Users can't access the tag or its files. View Only: Users can view and download files with the tag. Create Version: Users can view, download, and check out files with the tag; they can also upload new versions. Upload: Users can view, download, and check out files with the tag. They can also upload new files or versions and assign the tag. Delete: Users can perform all actions permitted by the Upload role plus deleting files. Attention: If a file has multiple tags with different access levels, the system applies the most permissive access level.