Permissions for an implementation guide determine who can view and who can edit the implementation guide and the templates that the implementation guide owns.

Add Permissions for an Implementation Guide

  1. Go to Browse > Implementation Guides
  2. Select Edit on the desired implementation guide
  3. Select the Permissions tab
  4. Select Add for the desired permission type (either View or Edit)
  5. Select the group shown, or search for an individual user using the Search text and Search button and select one (or more) of the search results
  6. Select the OK button to confirm adding the selected concepts as permissions to the implementation guide

Changes to the permissions of the implementation guide are not persisted until the implementation guide's Save button has been selected.

The "Add Permission" dialog allows you to select one of the following types of concepts:

  • Group - a group that is defined within Trifolia for the selected organization.
  • User - an individual user that belongs to an organization. Individual users are only displayed after searching the organization within the "Add Permission" dialog.

Notify Users About New Permissions

When permitting a user access to the implementation guide, you may select "Notify new users and groups that they have been granted permissions". This option sends an email to any users with new permissions informing them of the change in permissions.

The email message includes their user information, what permission they have been granted, and a link to the imlementation guide they have been granted permissions to.

Notifications are only sent to individual users that have been granted permissions, and users within groups that have been granted permissions to the implementation guide.  When sending notifications to a group, be aware of the users that are included in the group. The notification will be sent to every user in the group.

Access Requests

When the implementation guide (IG) has an access manager and allows access requests, the display name (or name, if no display name is specified) of the IG will be available in a list of IG's to which a user does not have access. The Browse Implementation Guides screen prompts the user with a message indicating that they may not have access to an IG they are looking for. When the user selects the "request access" link, a dialog is presented to the user listing each IG that meets the following criteria:

  • The IG allows access requests
  • The IG has an access manager defined
  • The user does not have access to to the IG


Trifolia does not enumerate users from groups in the "access manager" drop-down. In order for a user to be selected as an "access manager", the user must have a separate "edit" permission (and not just be part of a group that has "edit" access to the IG).