Set the policy security
The last step in the Add Document Policy Wizard is to set the security for
the document policy to prevent unauthorized users from modifying it.
To set the security for the template
- If needed, add users or groups to the default list.
- Click Add New. The Select Grantee page
opens for you to search for specific names.
- Select the Users option or the Groups option to refine the list of names
available for adding.
- Type one or more characters for the beginning of the names to search.
For example, to locate users named aalberto and amoss, type a.
All user names beginning with "a" are returned. You can narrow
the search by entering more characters. For example, aal
would return aalberto and aallen, but not alemon or amoss.
- Click Search. After a brief delay, the
matching names are displayed.
- If the number of matching names is greater than the default for
displaying, not all matches are displayed. You must change the search
criteria and click Search again to
see more results.
- When you are satisfied with the results, select the desired names
from the list. You can use Ctrl+click or Shift-click to select more
than one name in the list.
- Click Accept to continue setting the security for the selected names.
The Set Security page opens again, with the new user or group name in
the list of authorized users.
- If needed, change the access rights for a specific user or group.
- Click the user or group name in the Title column. The Current Settings
page opens.
- Turn the checkboxes on or off for Allow and Deny for each permission
level as needed.
- Click Accept.
- If needed, remove a user or group from the list. Select the checkbox in
the Remove column for the user or group you want to remove.
- Click Finish.
Return to Create a Document Policy.