Hiding Classifications

Content Manager enables you to hide Classifications from individual users, positions, groups or any combination of these. This means that the users cannot see the Classification in any lists, however can still search for records that use that Classification.

To hide Classifications, set the Can Use Access Control on the Classification to individual users, positions, groups or any combination of these. As a result, users that are not listed against the Can Use Access Control cannot see the Classification.

  1. On the Manage ribbon, click Classifications.
    The list of Classifications that you have access to appears.
  2. Navigate to or search for and tag the Classifications to hide
  3. Right-click a Classification and on the Security and Audit menu, click Security/Access.
    If multiple Classifications are tagged, the Apply To dialogue appears.
    In the Apply To dialogue, select the required option and click OK.
    The Security and Access Policy dialogue box appears.
  4. In the Security and Access Policy dialogue, select the Can Use Access Control and click Custom.
    The Customise Access - Can Use or Customise Access (Multiple) dialogue appears.
  5. For a single Classification, on the Customise Access dialogue box:
    1. Select Restricted to the following Locations (and any of their members)
    2. Use the Add and Remove buttons to search for and tag Locations to create a list to assign the Can Use Access Control to, making the Classification visible to them, and click OK.
    For multiple Classifications, on the Customise Access / (Multiple) dialogue box:
    1. Use the Add and Remove buttons to search for and tag Locations to create a list
    2. Select one of the options and click OK:
      • Add Locations To Access Control – adds the Locations in the list to the Can Use Access Control, making the Classification visible to them
      • Remove Locations From Access Control – removes the Locations in the list from the Can Use Access Control, making the Classification invisible to them
      • Replace Current Access Control List with this list of Locations – replaces all Locations that currently have Can Use access with the Locations in the list below
    In the Security and Access Policy dialogue box, Content Manager shows the changes to the Can Use Access Control that you are about to make.
  6. In the Security and Access Policy dialogue box, click OK to confirm your changes.
    You can also click No Change to not change anything after all, or use Clear or Private to change the list of Locations with Can Use access to.
    Content Manager may display a confirmation message for every Classification security and access policy you are updating.
  7. In the confirmation dialogue, use the buttons Yesor Yes To All to confirm your changes to the Can Use Access Control for the Classifications.
    Content Manager processes the changes and displays the number of Classifications that it processed, the errors it found and the number it skipped.