Content Manager 25.1 Office Integration Help

# Exclusions

This option allows you to add specific Locations to a record so they cannot access the record. This option will be available if the Access Exclusions feature needs to have been enabled by the administrator in the System Options Features tab and that you have the correct user permissions to update the record.

The Update List of Excluded Locations dialog box allows you to add and remove Locations that cannot access the record.

To add Locations to the Exclude list:

1. Right-click on the record the Locations are to be excluded from, point to Security and Audit and then click Exclusions. The Update list of Excluded Locations dialog appears.
2. Click the KwikSelect on the Specify a list of Locations... field. The Select from Locations dialog appears.
3. Tag, or search for (see Searching for further information), the Location(s) to be added to the Exclusion list, and then click OK.
4. Click OK on the Update list of Excluded Locations dialog to save changes.

To remove Locations from the Exclude list:

1. Right-click on the record the Locations are to be excluded from, point to Security and Audit and then click Exclusions. The Update list of Excluded Locations dialog appears.
2. For each Location to be removed, click the X next to the Location's name.
3. Click OK on the Update list of Excluded Locations dialog to save changes.

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Version 25.1 | Last updated July 2024
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Product: Content Manager 25.1

Topic Title: Exclusions