Every document is filed in a category, and access is granted per category too. So two people on the same vessel can see completely different document lists.
Categories
Every new vessel starts with a set of document categories, and you can change them to suit the yacht. Manage them in Vessel Settings → Vessel Documents. You can open Vessel Settings from the gear icon in the header. The left-hand panel lists the categories grouped under headings: Documents for the vessel's documents, plus Certificates and SMS when those modules are active.
If you have permission to edit vessel settings, you can:
- add a category: use the plus button on the heading, type the name and confirm,
- rename a category with the pencil action,
- reorder categories by dragging them, which also sets their order in the sidebar,
- delete a category with the trash action.
You can only delete a category when it is empty: it must have no documents and no required documents. Until then, the delete action explains why it is unavailable.
Each category on the vessel appears in the sidebar under Documents. A new category gets its own page and its own row in the permission list straight away.
Permissions
Each document category has three permissions: View, Edit and Delete. To grant them, open a crew member's Permissions tab. Each category appears there as its own row under the Vessel's Documents group. You can only grant permissions you hold yourself. The tab is available to people who may manage crew permissions, and only for crew members.
What each permission allows:
- View: see the category in the sidebar, open its documents, and preview and download their files. If you cannot view any document category, the Documents entry does not appear.
- Edit: add documents to the category, edit their details, add, replace or remove their attached files, and archive or restore them. The Add New button, file gallery editing controls, and the Edit, Archive and Restore actions only appear with this permission.
- Delete: permanently delete an archived document in the category.
Nauticare hides what you cannot access rather than showing it and blocking you. Lists, counts and alert numbers only include categories you may view. To move a document to another category, you need edit permission on both the old and the new category.
Crew ranks can carry default permissions for the Vessel's Documents group as a whole. When you invite someone and pick such a rank, the invitation's permissions are filled in with that default for every document category on the vessel. You can adjust them before sending the invitation.
Roles
Per-category permissions apply to crew members. Captains and the company users who manage the vessel can access every document category on it. Read-only roles can view and download documents everywhere, but cannot add, edit, archive or delete them. Owners have no access to the vessel's document library.