Assign privileges to a record folder - 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 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.

  1. In File Plan Designer, complete one of the following procedures.
    Situation Steps
    Assign privileges when you create a record folder
    1. Select a file plan.
    2. Click the Record Folder icon.
    3. In the New Record Folder 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 folder
    1. Expand a file plan, right-click a record folder, 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 Folder 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 Folder 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 Folder 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.