Example of setting up Permissions and Rules in Swivle

Part of setting up your Swivle environment is defining what users are permitted to do with the files that they have access to.

This is done by setting up Rules which are powerful but can also be complex.

To make the process better understandable, four examples are given for typical setups.

1. A metadata restriction based on status:Production.
2. A folder restriction on an Archive folder.
3. A folder restriction on an Images & Videos folder.
4. A folder restriction on a Documents folder.

Consider that we have the following user groups to assign permissions to:

• Designers
• Editors
• Photographers

During our preparation it was decided that these groups should have the following permissions:

• All groups should be able to view content in the Archive folder.

• Designers should be able to view, preview, create, rename, and move content in the Images & Videos folder.

• Photographers should be able to view, preview, create, and rename content in the Images & Videos folder. They should also be able to edit the metadata of these files.

• Editors should be able to view, preview, and create content in the Documents folder.

• Designers and editors should be able to preview, download, copy, check-out, and restore versions of all files that have the status 'Production' assigned. They should also be able to edit the metadata of these files.

Note: This rule does not grant view permissions. Those depend on the other rules assigned to a group. It just grants additional permissions for files with Production status. When multiple rules are assigned to a group, all their permissions are combined.

This results in the setup as shown below.

Notes: See Swivle file permission types explained for an explanation of the permissions. Rules that are active for a group appear with a colored check mark and title.

Designers

Editors

Photographers