Set the object's security

Use the Set Security step to define the security for the new object. You can define a specific set of users and permissions for the new object, and you can hide the security page if needed.

To set the security for a new object

  1. Document entry template only. Optionally, assign a security policy to the document. 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.
    • To add a user or group, perform the following steps:
      1. Click Add New. A page opens for you to search for specific names.
      2. If needed, select a domain from the Select in list.
      3. Select the Users option or the Groups option depending on which you want to add.
      4. 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.
      5. 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 can 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.
    • To remove a user or group, select the check box in the Remove column for the user or group you want to remove.
  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.
  4. To prevent users from viewing or changing the Security settings when adding a new object, select Hide Set Security step. By default, the security page is displayed.


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