Grouped Access Controls

For items you can apply Access Controls by group to, you can chose from these properties:

• Clear - makes the selected control available to all users.

  This is also the default when no Access Control is applied to the item or existing controls are deleted.

  All users with Update permissions can perform editing and updating functions.

• Container - only available for records - sets the record's Access Control and security level to be inherited from the record's container.

  This option uses cascading container relationships.

  The record will inherit the Access Control and security level properties of the container it is enclosed in.

  This is particularly useful for Workgroups who only have access to a project folder.

• Private - sets the Access Control to the current user.
  When you click Private, your user name will appear in the Details column.

  NOTE: You can only add one Location to the Private Access Control. To have more than one user with that particular Access Control:

  • Create a Group Location and add that instead. See Locations and users.
    -- or --
  • Click Custom - Restricted to the following Locations (and any of its members) and select multiple Locations

• Custom - to specify persons (staff), positions, groups or organisations with access to the task.

  If an Organisation is selected, then all persons within that organisation will have access to that function. If a Group is selected, then all persons who belong to that group will have access to that function.

  When you click Custom, the Customise Access (Access Settings) dialogue box appears.

  See Customise Access.

  • Set up access inheritance defaults.

    See

    • Applying security and Access Control defaults
    • Copy Style / Inheritance
    • Record Type Access Controls and security
    • Classification Access Controls and security

    for further details.