When you create a record category in the
File Plan Designer,
users cannot initially search for the category in the Explorer grid
or file any record folders or records in the category until they
have the necessary privileges. To assign record category privileges
to users or groups, complete the following steps.
-
In File Plan Designer,
complete one of the following procedures.
Situation |
Steps |
Assign privileges when you create a record category |
- Select a file plan.
- Click the Record Category icon.
- In the New Record Category dialog box, in
the Name box and the Description box,
enter the appropriate information for the new category.
- Click the Security tab.
|
Modify privilege assignments on an existing record category |
- Expand a file plan, right-click a record category,
and click Modify.
- Click the Security tab.
|
-
Click Add to open the Add
Users or Groups dialog box.
-
Click the Users tab.
-
Use the search field to populate the Search
results list with users who are not currently in the
list in the New Record Category dialog box.
-
Select users whose privileges you want change and click Add.
-
Click the Groups tab.
-
Use the search field to populate the Search
results list with groups that are not currently in the
list in the New Record Category dialog box.
Note: You cannot set these privileges for groups that are
hidden from Cross Department settings.
-
Select the groups you want to set privileges for and
click Add.
-
Click OK to return to the New
Record Category dialog box.
-
Select a user or group with privileges you want to set.
-
Click the space below a privilege title in the user row
to cycle through the Allow and Unset options
for the privilege.
-
Click OK.