Applying security and Access Control defaults

Default record Access Controls are set so that records created using a Record Type or a Classification will inherit pre-selected security, caveats and Access Controls.

You can apply Access Control to:

• The access to the Record Type
• The access to the Classification
• Records created using the Record Type
• Records created using the Classification

See Record Type Access Controls and security and Classification Access Controls and security for further details.

Only administrators or users who have been given access to this function by the administrator can apply or modify Access Control on Record Types and Classifications.

See User permissions.

You can set Access Controls for records using the New Record form for new records or the right-click shortcut menu commands for existing records.

It is also possible to automate Access Control settings based on Classification or Record Type by using the Default Record Access dialogue for the Classification or Record Type. You can configure both settings for inherited and assigned Access Controls based on Record Type or Classification in the same dialogue. Even so, they are quite separate from each other and should not be confused.

1. From the Manage ribbon, select Record Types or Classifications
2. Right-click the Record Type or Classification and select Properties
3. Select the Record Type Properties - Defaults tab or the Classification Properties - General tab and click the Default Record Access button.

   The Default Record Access dialogue box appears. This dialogue box enables you to configure security settings for records created using the Record Type or the Classification:

   • Security Level - the default security level for new records.

     The administrator should set up security levels before creating the Record Type or Classification. See Security levels administration.

   • Active Caveats - click Add to display the caveats that can be set as defaults for new records.

     The Security Caveats list appears. See Security caveats administration.

     Tag the caveat(s) you want to activate and click OK.

   • Access Controls - select the Access Control you want to apply which will become the default Locations and controls Content Manager should apply to new records. See Record Access Controls behaviour.
   • Select the Methods of Control you want to apply. See Grouped Access Controls.
4. Click OK.

Related information