Please note that this is an advanced configuration setup, which directly impacts user access to the documents on your site. The large majority of DynaFile users use Document Type as their only Management Vertical. If you are not entirely comfortable with how Management Vertical updates will impact users, please reach out to your account manager or [email protected] before making changes in your site.
Document Access Management Verticals are an important method to ensure that group permissions are not inadvertently over-provisioned.
Management Verticals enforce you to define a single document index field to have Modify and Delete permissions assigned to either individual index field values or globally for all index field values. Accidental over-provisioning occurs when more than one index allows for escalated Modify and Delete permissions. Management Verticals prevent this from happening.
When creating a new group, you must define a Management Vertical at the point of group creation. However, when editing an existing group, if the Management Vertical was not previously defined, then you have the option to specify one, which will cause all the Modify and Delete permissions of the other indexes to simply revert to View permissions.
When setting the Management Vertical, the clear majority of the time, that vertical will be the Document Type. Should you feel that you want to specify a different index as the management vertical, please contact your account manager or email [email protected] to discuss your requirements and they can assist with ensuring that your group permissions are configured correctly.