Security is automatically set when you create IBM® Enterprise
Records entities that are not containers.
You can modify the security of custom objects on their security information
page. You can set security on categories and folders when you create
them.
The security page of an object displays a list of users
and groups who can access this object, and their respective permission
levels. If you have the right to modify permissions, you can add and
delete users, and modify the permission levels of existing users.
To
modify the list of users who can access an object, see Adding users and groups to an object.
To modify permission
levels of users, see Specify security settings
For
records, you can assign a pre-defined security policy using the Assign
Policy link. For more information, see Assigning or removing a security policy.
To set security:
- If you are adding a new container, you set initialize security
on the Set Security step of the Add wizard for a container.
- To set security for an existing entity:
- Click the entity's Get Info Icon:

- Select the Security page.
- To modify settings for a group or user, click the title
of the group or user to display the Security - Settings page.
If the user or group inherited permissions, indicated at
the top of the Security - Settings page, you can view the permissions
but not change them.
- If the entity is a container that can have both containers
and documents, select the radio button for Folder or Document.
A different set of permissions appears for the folder and document.
- When you finish the settings for Folder, for example, switch
to Documents to set those permissions.
- Select checkboxes to Allow additional access or Deny existing
access. If you select the highest access (Owner Control), lower permissions
will also be selected for documents. For more information about what
each permission means and how selecting one permission can affect
others, refer to Specify security settings.
- Click Accept to return to the Security
page.
To add new users or groups:
- Click Add New. The Security - Add Users/Groups
page displays.
- For a container entity, select one of the radio buttons to indicate
whether the permissions apply to the folder only, the folder and one
level below, or the folder and all levels below. Note that one level
below does not include documents, whereas all levels below does include
documents.
- For a container entity, click Select users/groups.
The Security - Select User/Groups page appears.
- Select the appropriate domain from the Select in drop-down list.
- Select either Users or Groups.
- In the Starts with text box, enter the first few characters of
the name you want to add and click Search.
- Select the name from the results and click Accept.
- Set the security for the new user or group using the above procedures,
see "To set security" above.
To remove an existing user or group from the list, select
the Remove checkbox for that user or group. The user or group will
be removed when you click Apply or Finish.
The
security settings that you specify here might be overwritten by security
markings set on the entity. For more information, see Security.