User and group document security overview

Alerts and notices
Leave feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.


Characters left:

User and group document security provide an additional layer of protection beyond drawer-level permissions by allowing administrators to control user- or group-level access to documents based on their index values. Using document security, you can deny access or provide full or view-only access to specific documents. You can configure these permissions for individual employees, for groups, or both.

When setting up document security, keep the following in mind.

A best practice used by many firms is to configure document security at the group level whenever possible. If there are exceptions, the administrator configures document security at the user level.

The option you choose affects the user's or group's access to those documents.

For more information, click the following links.

Share This