Wyn Enterprise User Guide

Wyn Enterprise: Share a Document

After you create a document in Wyn Enterprise, you can share the document with the roles that belong to your organization, and give the roles the permissions to 'read / write', 'read', or 'execute' the shared document. These permissions allow you to control the accessing rights on your shared document.

For example, an admin can share a document with the read-only permission to prevent the user(s) with the assigned role(s) to make any modification in the shared document. Note that the assigned role should also have the respective view permission for the document because even if the admin shares the document with the assigned role, the user will still not be able to read the document. For more information on assigning permissions to roles, visit this page.

The roles with whom you can share a document depends on your current role in the organization, as elaborated below:

  • A user with the 'admin' role can share a document with all the roles that belong to any organization or sub-organization.
  • A user with the 'organization-administrator' role can share a document with all the roles of the current organization and sub-organizations.
  • A general user can share a document with the roles he belongs to in the current organization as well as in the global organization (except for the 'Everyone' role).

To Share a Document

  1. Select the document in the Document Portal.

  2. With the document selected, click the Info button Info Button Icon on the top-right corner of the Document Portal.

  3. In the Info tab that appears on the right side of the Document Portal, scroll down to the Permissions section where you can specify the roles and their rights on the document.

    Permissions section in the Info tab

  4. Click the Edit button to set the sharing permissions for the selected document.

    Specify the sharing permissions for the document

    Note: Only roles with sharing permissions can share a document with other roles.

  5. Select the roles with whom you want to share the document and then assign them permissions to read, read or write, or execute the document. In the following example, the organization administrator assigns specific roles the permission to view, edit, or execute a document.

    Specify the user roles and their assigned permissions on the shared document

  6. Return to the Info tab where you can view the sharing permissions assigned to the roles for the document.

    Viewing sharing permissions for a document