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Controlling Access to Project Data

Product Documentation
Intermediate

You can control who can access and edit project drawings and master copies of project objects.

Vault allows you to control access to project files at several levels: users, groups, and workgroups. With careful planning, you can minimize the amount of configuration required and create a flexible security system.

User

To ensure a secure environment, define a separate Vault user account for each person who will be accessing project data on the project server. Each account requires a unique user name and password. For more information, see Creating Vault User Accounts.

Group

Create a different Vault group for each function performed by members of your organization. For example, you could create a set of groups including: Surveyors, whose members would create and edit master copies of data in a folder such as EG Surfaces; Civil Engineers, whose members would usually read (but not modify) data in the EG Surfaces folder, and would create and edit master data in a folder such as Alignments; and Drafters, whose members would generally read data but would not modify master copies of data. Access can then be further restricted to individual groups or users, at the folder level.

NoteIt is recommended that you control access to project files at the group level

In general, each team member should belong to only one group. To change how someone accesses project files, move their user name from one group to another. For more information see Creating Vault Groups.


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