Configuring Work Group Access for a Document Record

Security can be set up for a specific document by enabling the Work Group Access Only option. If Work Group Access Only is enabled, only users listed in the Work Group link in the document tree are able to view the document. When the Work Group Access Only checkbox in the Document record is checked, it overrides the Document Type Apply Security setting which means that the roles and access rights defined under the Document Type > Securities folder no longer apply and only work group members can perform document functions.

1. From the Document record, in the document tree on the left side of the record, click the Work Group link.
   Result: The Work Group window is displayed.
2. Click Action > Add.
   
3. Zoom from the Actor field and select all actors who will have access to the Document record. For additional information on configuration, see Users.
4. Click the drop down arrow and select the member type. For additional information on configuration, see Document Member Types.
5. Check the Allow Edit checkbox if the actor(s) will be allowed to edit the Document record.
6. Click the Save button.
   Result: The work group has been configured in the Document record.

See Also

Adding Categories to a Document Record

Deleting Categories From a Document Record

Adding References to a Document

Adding Attachments to a Document

Adding Distribution Lists to a Document

Updating Distribution Statuses for a Document

Adding Revision Notes to a Document

Viewing Changes for a Document

Viewing a Document's History

Comparing Different Builds of the Same Document Revision

Adding Roles for Training Requirements to a Document

Reviewing a Document

Adding Attributes to a Document

Deleting Attributes From a Document

Viewing the Bill of Material

Document End User Steps

Document Other Actions