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Question

document management - read access

  • November 21, 2025
  • 0 replies
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Hi all,

I’ve hit a snag while configuring document access in IFS Applications and would appreciate some clarity from the community.

Scenario:

  • I’ve set up two access groups via access templates: one for Read and another for Write.

  • Users in the Read group can see documents as expected.

  • However, these same users are able to detach documents—both those they’ve created and those created by others.

  • My understanding is that ‘Read’ access should prevent any action beyond viewing, so detaching feels like a breach of the intended restrictions.

What I’ve Checked:

  • Restricted Access is set to Yes/ON for the document class in question.

  • The permission set assigned to the Read group does not include the Document Administrator role or any roles that should permit document changes.

  • The templates and group memberships have been reviewed and double-checked.

Expected Outcome:
Read users should only be able to view (download/preview) documents. Actions like detaching, deleting, or editing should not be possible.

Questions for the Community:

  • Has anyone else experienced users with ‘Read’ access still having permissions to detach documents?

  • Is there a specific setting, permission, or role that governs the ability to detach documents beyond the standard read/write templates?

  • Are there any known IFS Application behaviors or bugs where document management permissions don’t get applied as strictly as expected?

  • Any best practices for strictly locking down document classes to avoid this scenario?

Grateful for any advice, insights, or even ideas on where to start troubleshooting!

Thanks in advance,