Work with security
Security settings are used to control who can view or modify content and properties or who can publish documents. Depending on your site settings, you can set security permissions when you add new documents, when you check in a document, when you publish a document, or when you view information. You must have the appropriate access permissions to view or change the security. See Manage security for more information on permission descriptions.
You can also view and modify security settings assigned to documents and folders within an integrated Microsoft Office 2007 application using Integration for Microsoft Office. When you view details or properties for a document or folder, you can view or modify the security settings assigned to the document.
Typically, security settings are created based on the class of the document, but settings can also be derived from an entry template, from a security policy, from folder inheritance, or from an external source, such as InfoSphere Enterprise Records. For example, when a user adds a new document, the security for the document is based on the security settings that the administrator sets for the document class. Depending on your site settings, you can explicitly set the security for a folder, a custom object, a document, or a search. Documents can use a security policy that consists of one or more security templates that define the security for a document class based on the document's state. For more information, see Set security permissions.
Property security
In addition to the security defined for an document, your administrator can define additional security for individual properties associated with the document's class. For example, you might have access rights to add a document to a specific folder and document class. When you set the properties for the document, property access masks might control the properties that you can edit, and might control which values you can see and select in a choice list for the property values. Your administrator defines these settings.
Access roles
Access roles control your access to views, advanced tools, and actions. Your administrator defines roles that allow or deny access to specific pages, modes, and commands. If you are not a member of a specific access role, and access to a feature is set to a specific role, you cannot access the feature.
For example, your department might only be concerned with adding new documents to an object store. In that case, your administrator can configure the Workplace application to display only the Browse primary view and the Author primary view pages for members of your group. Your department members might also only see a subset of the available actions in information pages and in menus.
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