The last step in creating any entry template for a new
item is to set the security for the template to prevent unauthorized
users from modifying the template.
To set the security for the
template:
If needed, assign a security policy to this template. Click Assign
Policy to view the available security policies. For more
information on security policies and their application, see Use a security policy.
If needed, add users or groups to the default list.
Click Add New. The Set Security
- Select Users/Groups page opens for you to search for specific names.
If needed, select a domain from the Select in drop-down
menu.
Select the Users option or the Groups option
to refine the list of names available for adding.
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.
Click Accept, which returns to
the Set Security step with the new users or groups in the list of
authorized users. If needed, repeat step 2 to add more users or groups.
If needed, change the access rights for a specific user
or group.
Click the user or group name in the Title column. The
Set Security - Settings page opens.
Select or clear the check boxes to allow or deny each
permission level as needed. For more information, see Manage security.
Click Accept.
If needed, remove a user or group from the list. Select
the check box in the Remove column for the user or group you want
to remove.