Assign an Entity Contact Role to a Document Pool

You can assign access rights to a document pool for users linked to a contact role, and a specific entity class. For information, see Principle Providers.

To assign an entity contact role to a document pool:

1. In the Admin Zone, click Additional Administration.
2. Click the Document Pools tab.
3. Click the document pool that you want to manage access rights for.
   Note: If you select a parent document pool, the same access rights are applied to all child document pools.
4. From the Principle Provider list, select Entity Contact.
5. From the Access Rights list, select one of the following access rights to grant to the role:

   Access Right	Description
   Read	Select this option to allow users to view and download documents from a document pool. Users cannot publish or edit documents to the pool.
   Write	Select this option to allow users to publish documents to a document pool. Users cannot view or edit documents.
   Read/Write	Select this option to allow users to view, download, publish, and edit documents in a document pool.

6. Click Add.
7. On the Add Entity Contact Security Definitions window, use the Entity Class list to select the entity class.
8. Optional: From the Classification list, select the system classification that you want to assign access rights to.
   If the classification that you want to assign is not available, click Show All Classifications to display all classifications.
9. Select the contact roles that you want to assign the selected access right to.
   To grant access to all contact roles associated with the selected entity class, select Any Association.
10. Click OK.
11. Click Apply Security.