Assign privileges to a record category - Manage Records - Foundation 24.1 - Foundation 24.1 - Ready - Perceptive Content - external

Manage Records

Platform
Perceptive Content
Product
Manage Records
Release
Foundation 24.1
License

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.

  1. In File Plan Designer, complete one of the following procedures.
    Situation Steps
    Assign privileges when you create a record category
    1. Select a file plan.
    2. Click the Record Category icon.
    3. In the New Record Category dialog box, in the Name box and the Description box, enter the appropriate information for the new category.
    4. Click the Security tab.
    Modify privilege assignments on an existing record category
    1. Expand a file plan, right-click a record category, and click Modify.
    2. Click the Security tab.
  2. Click Add to open the Add Users or Groups dialog box.
  3. Click the Users tab.
  4. 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.
  5. Select users whose privileges you want change and click Add.
  6. Click the Groups tab.
  7. 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.
  8. Select the groups you want to set privileges for and click Add.
  9. Click OK to return to the New Record Category dialog box.
  10. Select a user or group with privileges you want to set.
  11. Click the space below a privilege title in the user row to cycle through the Allow and Unset options for the privilege.
  12. Click OK.