When you create a record folder in the =
File Plan Designer,
users cannot initially search for the folder in the Explorer grid
or file any record folders or records in the folder until they have
the necessary privileges. Record folders inherit record category
privileges. Therefore, if a user has the Search or File Content
privileges for the record category that contains the record folder,
the user does not need the same privileges for the record folder
to perform the privileged action. To assign record folder 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 folder |
- Select a file plan.
- Click the Record Folder icon.
- In the New Record Folder 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 folder |
- Expand a file plan, right-click a record folder,
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 Folder 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 Folder 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 Folder 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.