Set the template's security

The last step in the Declare as Record Entry Template wizard is to set the security for the template to prevent unauthorized users from modifying the template.

To set the security for the template

  1. If needed, assign a security policy to this template. Click Assign Policy to view the available security policies. For more information on security policies and their application, see Use a Security Policy.
  2. Optionally, add or remove users or groups.
  3. If needed, change the access rights for a specific user or group.
    1. Click the user or group name.
    2. Select or clear the check boxes to allow or deny each permission level as needed. For more information, see Manage Security.