Sharing Records or Containers

When two or more users need access to a record or folder in Xton Access Manager (XTAM), then the Owner of this object needs to share access to it which means to create or modify its permissions. When the permissions are modified and shared with a user (or group), then the Owner also needs to specify which level of control this user (or group) should have on the object.

 

Before we show you how to share, let’s review the basic Permission model in XTAM. Sharing and Permissions consists of a few key concepts; Users or Groups (Principals), Record Control, Session Control, Task Control, Inheritance and Global Roles.

 

For an up-to-date list of permissions, please review Xton Access Manager Permissions.

  • Users or Groups (Principals): These are the users or a group of users (Principals) that will be granted the shared permissions to the object. These may be local users or groups or Active Directory user or groups.
  • Record Control These are the defined set of permissions that will be granted to the user or group. This includes but is not limited to view, edit and delete operations on this object.
  • Session Control: If the record contains a host connection, then this will determine if the user or group can establish a secure session to this host.
  • Task Control: If the record contains a task, then this will determine if the user or group can execute, review or manage these tasks.
  • Inheritance: Inheritance is used throughout XTAM to more quickly establish a parent/child relationship between objects. If a parent object has a specific set of permissions and a child inherits from it, then that child object will identical permissions. If a child has unique permissions (not inherited), then the parent and child may have a different set of permissions associated to them. This concept is important when determining how you want to structure your sharing and permission model for Records and Folders.
  • Global Roles: These are the user or group of users that will be granted limited or full system wide access to XTAM.

To Share or Grant Permissions a Record or Folder

To Unshare or Revoke Permissions to a Record or Folder

To Edit a User or Group’s Permission to a Record or Folder

To Inherit Permission to a Record or Folder from its Parent