In this article:
Configuring Company Document security
It is possible to configure the security settings for Records & Company Documents. This feature enables you to have control over what employees can see, edit and upload.
Configuring Record security
Note: Record security is managed on a Category level, so access to all Records in a single Category will be the same for each user role.
Go to Profile > Admin & Config > Record Categories & Fields.
The link will take you to the most recently accessed Category, if you need to switch to a different one, use the Category switcher in the top right corner.
This will direct you to the Categories page, select a Category from the list.
Once you have the correct Category selected, click the Record Security tab. You can select who is able to create new Records based on their role by using the tick boxes. Access rights can be changed using the dropdowns.
When you're happy with the access, click Save Changes.
Configuring Company Document security
Note: Company Document security is managed on a Document Type level, so access to all documents in a single Category will be the same for each user role.
Go to Company Docs > Config > Document Types.
Click on the Document Type you wish to change the access for and then click Document Type Security. You can select who is able to create Company Documents based on their role by using the tick boxes. Access rights can be changed using the dropdowns.
When you're happy with the access, click Save Changes.
Advanced Options
Making changes to the Record or Document Type Security will affect all Employee Records or Company Documents in that Category (new and existing), however, it is possible to enable Advanced Options which will enable an override feature. This feature allows individual Records or Company Documents to have access settings overridden by the uploader.
To enable override for Records and Company Documents, go to Profile > Admin & Config > Record Categories & Fields > Document Type Security. Click Advanced Options and additional items will show. Select who you wish to be able to override access and then click Save Changes.
Once override has been set, configured users will get an opportunity to change the defaults upon uploading a Record or Company Document.