Use Default Document Permissions in Chat Files with 4 how-to topics, including 4 free topics and 0 membership-related topics; choose a topic from the index and complete the steps in order.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Open the chat file management page | Free |
| 2 | 2. Open the default authorization settings for chat-sent cloud documents | Free |
| 3 | 3. Choose the authorization management mode | Free |
| 4 | 4. Configure enterprise-managed default rules | Free |
How-to Guide
1. Open the chat file management page
Entry path: Enterprise Admin Console → Office Suite → WPS Collaboration → Chat File Management → File Control
- Sign in to the enterprise admin console.
- In the left navigation pane, click Office Suite to expand the related menu.
- Click WPS Collaboration to open collaboration management options.
- Click Chat File Management to open the chat file management page.
- Click the File Control tab.
Success Criteria
- Interface result: The chat file management page is open and the File Control tab is visible.
- Next action available: You can continue to open the default authorization settings for cloud documents sent in chat.
Tips While Using
- Permission requirement: An enterprise administrator account is required.
- Environment note: Make sure your network connection is stable and your account has admin privileges.
2. Open the default authorization settings for chat-sent cloud documents
Entry path: Chat File Management → File Control → Default Authorization for Cloud Documents Sent in Chat → Settings
- Stay on the Chat File Management page.
- Click the File Control tab to switch to the file control configuration area.
- In the Default Authorization for Cloud Documents Sent in Chat section, click Settings.
- Wait for the configuration dialog to open.
Success Criteria
- Interface result: The configuration dialog for default authorization is open.
- Next action available: You can choose an authorization mode and modify the rule settings.
Tips While Using
- Common mistake: If you do not open the File Control tab first, the settings entry may not be visible.
3. Choose the authorization management mode
Entry path: Default Authorization dialog → Authorization Management Mode
- In the configuration dialog, locate the Authorization Management Mode section.
- Select either Managed by enterprise members or Enterprise-managed default authorization.
- If members should decide authorization behavior when sending documents, select Managed by enterprise members.
- If administrators should define a unified enterprise rule, select Enterprise-managed default authorization.
Success Criteria
- Interface result: The selected management mode is active.
- Next action available: If enterprise-managed authorization is selected, you can continue to configure automatic authorization, default permission, and scope.
Tips While Using
- Common mistake: Switching the management mode without reviewing the follow-up rule settings can lead to incomplete configuration.
4. Configure enterprise-managed default rules
Entry path: Default Authorization dialog → Enterprise-managed default authorization
- First select Enterprise-managed default authorization.
- In the Automatic Authorization area, turn the switch on or off.
- In the Default Authorization drop-down list, choose a permission level such as Can View, Can Comment, or Can Edit.
- In the Scope drop-down list, choose an authorization scope such as Current Members/Group Members or Enterprise Members.
- Review the settings and click OK to save.
Success Criteria
- Interface result: The settings are saved, and the dialog closes or shows a saved state.
- Next action available: Future cloud documents sent in chat will follow the unified enterprise rule.
Tips While Using
- Common mistake: Choosing a scope that is too broad may grant document access to more people than intended.
- Recommendation: Match the default permission level and scope to the sensitivity of the document workflow.