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
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.
Optionally, add or remove users or groups.
To add a user or group, perform the following steps:
Click Add New. A page opens for you to
search for specific names.
If needed, select a domain from the Select in list.
Select the Users option or the Groups option
depending on which you want to add.
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 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.
If needed, change the access rights for a specific user
or group.
Click the user or group name.
Select or clear the check boxes to allow or deny each
permission level as needed. For more information, see Manage Security.
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.
Note: The standard Add wizard does not
display the security panel. The setting is only used when using Advanced
Add and Advanced Check In, or when
the system is configured for Workplace Only in the Authoring Page
Display field.