Entry Ownership

The Entry Ownership feature provides a mechanism by which users can manage their own documents and folders, without needing to call in an administrator or privileged user. An entry's owner can set security for that entry and can manage the entry's annotations. This gives entry owners the ability to configure security for and otherwise manage their documents, without granting them larger-scale rights over the repository.

By default, the starting document owner for an entry is its creator. You can assign the starting document owner to another user or group, or you can configure your repository so that documents have no owner when they are created. Additionally, a user with the Change Entry Owner entry access right can reassign entry ownership after document creation.

To change ownership for a single entry

  1. Open the Laserfiche web or Windows client and log in to your repository as a user with the Change Entry Owner entry access right for that entry.
  2. Navigate to the entry you want to modify.
  3. Right-click the entry and select Properties. Make sure the General tab is selected.
  4. In the Owner option, type the name of the document's new owner or clear the option to give the entry no owner.

To change the default starting document owner for the repository

  1. Open the Laserfiche Administration Console.
  2. Expand your server.
  3. Select your repository and log in as a user with the Manage Repository Configuration privilege.
  4. Expand the ClosedRepository Options node.

  5. Select the Settings node.
  6. From the Action menu, select Properties. Make sure the General tab is selected.
  7. In the Default document ownership option, do one of the following: ClosedShow me what this looks like.
    • To set a new default document owner, select Laserfiche or windows trustee. Click the Browse button (...) to choose a user or group. To use the document's creator as the default document owner, select the special user Creator.
    • To leave document ownership blank by default, select No ownership will be assigned. If you select this option, you can still individually assign ownership to entries after they have been created, but entries will be created with no owner.
  8. Click OK to save your changes.

Note: Changing the default document owner will only affect document ownership on documents created after the new default is set. It is not retroactive.

To change the default starting document owner for the repository 

  1. Open the web client management page. Sign in as a user with the Manage Repository Configuration privilege.
  2. Click the Repository Options tab and make sure the General tab is selected.
  3. Select General in the left pane and navigate to the Settings tab.
  4. Under Default Document Ownership, do one of the following:
    • To set a new default document owner, select Assign default document ownership during creation. If this option was previously unselected, the web client will automatically assign the special user Creator as the default document owner. To select another user as the default document owner, browse the drop-down menu under Laserfiche trustee or domain account for your desired user, or enter a username to search for.
    • If you want to assign Creator as the default document owner when a different user had been assigned as the default document owner, clear the Assign default document ownership during creation checkbox, then select the checkbox again. This will cause the web client to automatically assign the special user Creator.
    • To leave document ownership blank by default, clear Assign default document ownership during creation. If you do this, you can still individually assign ownership to entries after they have been created, but entries will be created with no owner.
  5. Click Save to save your changes.

Note: Changing the default document owner will only affect document ownership on documents created after the new default is set. It is not retroactive.