Manage Restrictions

With Scroll Documents, you can manage restrictions for both your document and its versions, controlling who can view and edit pages, or modify metadata. If you want to prevent unauthorized users from making changes to a specific version, you can set it to read-only.

Types of Restrictions

You can apply different restrictions to your document versions:

Manage Restrictions for Document Versions

In this section you will learn how to access and manage a document’s individual version restrictions.

To access and manage version-specific restrictions:

1. Click Scroll Documents in the space sidebar.

2. Open the Document Library and select the relevant document.

3. In the Document Manager, locate the version you want to update and click Manage restrictions (padlock icon).
   

   

   
   

1. Select the restrictions to apply to groups or individuals.
   

   

   
   

1. Click Save.

Restrict a Document to Specific Users or Groups

You can restrict specific users or groups from modifying a document and its pages. To do so:

1. In the Manage Restrictions dialog, revoke permissions for "Everyone" by deselecting the relevant checkboxes.
   

   

   
   

1. Use the user picker to add specific users or groups.
   

   

   
   

1. Assign user or group-specific restrictions by selecting the corresponding checkboxes.
   

   

   
   

1. Click Save.

Make a Version Read-Only

You can set a version to read-only either during or after saving it. A read-only version prevents unauthorized users from:

• Updating version metadata (version name, description, workflow status, etc.).

• Editing the content of underlying pages.

Option 1: Make a version read-only while saving

1. Click Scroll Documents in the Apps section of your sidebar.

2. Select the document from the Document Library.

3. Click Save a version and give it a name.

4. Under Restrictions, select Set custom restrictions.
   

   

5. Click Next.

6. In the restrictions dialog, for "Everyone," deselect Can edit pages and Can edit metadata.

7. Click Save.

The new version is now read-only and can only be edited by you.

Option 2: Make a version read-only after saving

1. Click Scroll Documents in the Apps section of your sidebar.

2. Select the document from the Document Library.

3. Locate the version you want to restrict and click Manage restrictions (pad lock icon) in the Actions column.
   

   

   
   

1. In the restrictions dialog, deselect Can edit pages and Can edit metadata for "Everyone."

2. Click Save.

How Document Restrictions Affect Your Scroll Viewport Site

Document restrictions allow you to manage restrictions within Confluence. This is especially helpful during the document authoring phase.

When you publish a document to a Viewport site, you can not determine who exactly can view the content. All of your document will be publicly available on the web under your specified site URL.
However, if you have previously revoked access to ‘Everyone’ on your document, Scroll Viewport might not be able to access your content to make it public.

If you want your document to publicly appear on the live site, in the document manager make sure that one of the following applies:

• Everyone can at least view

• The user group Confluence-users can at least view

• The app user Scroll Viewport for Confluence Cloud can at least view