Add users and groups to an object

You can specify the users and groups who are permitted to access an object while creating the object or by accessing the Security view of the object's information page. The procedure is slightly different depending upon the object. If the object is a container, you specify whether the settings are for the current folder only or for other levels as well.

To add a user or group to a container

  1. From the Set Security step (adding) or the Security page (Get Info), click Add New.
  2. Select the appropriate Permission Behavior for the user or group that you will select later.
  3. Click Select users/groups to specify the users and groups who are permitted to access the entity. The Select Users/Groups page displays.
  4. Select the domain from the Select in drop-down menu.
  5. Select Users or Groups, depending on what you want to add.
  6. Enter the first few characters of the name and click Search.
  7. Select one or more names from the list and click Accept. You can continue selecting more users or groups.
  8. When the list is complete, click Accept.
  9. To modify the default security that was set, select a user or group name. Note that there may be more than one instance of a name because you can set different permissions for each permission behavior, as indicated by the icons: One level inheritance icon All levels inheritance icon Inherited from icon
  10. Choose Folder and select Allow or Deny for each permission as appropriate. Then select Documents and choose those Allow or Deny values. See Specify Security Settings. Click Accept when finished.
  11. Click Finish or Apply when finished specifying security for each user or group.

To add a user or group to a record

  1. From the Set Security step (adding) or the Security page (Get Info), click Add New.
  2. Select the domain from the Select in drop-down menu.
  3. Select Users or Groups, depending on what you want to add.
  4. Enter the first few characters of the name and click Search.
  5. Select one or more names from the list and click Accept. You can continue selecting more users or groups.
  6. To modify the default security that was set, select a user or group name.
  7. Select Allow or Deny for each permission as appropriate. See Specify Security Settings. Click Accept when finished.
  8. Click Finish or Apply when finished specifying security for each user or group.