Content Manager 25.1 Office Integration Help

# Applying Access Controls to Content Manager objects

Access Controls can be applied to Content Manager objects such as Locations, Classifications and Saved Searches.

1. In an object's Select from... dialog, right click on the item that you want to update the Access Control of, point to Security and Audit and then click Security/Access.
2. Right-click the record and point to Security and Audit and then click Security/Access.

   The Security and Access Policy dialog appears.

   NOTE: On Saved Searches, click Security/Access.

3. To apply Access Controls:

   1. Select the Access Control(s) to be modified, and then select from:

   Clear - this sets the Access Control to the default Unrestricted and makes the selected control available to all users.

   Private - sets access to the Access Control to the current user

   Customizing Access Controls

   To add customized Locations to an Access Control,

   1. Select the Access Control(s) the customized Location(s) are to be added to.
   2. Click the KwikSelect on the Select Locations for custom Access Controls field.
   3. The Select from Locations dialog will appear.
   4. Search for, see Quick Search, Prefix Search or the Search Editor for details on searching, and select the required Locations.
   5. Click OK.
   6. On the New Location form, Access controls tab, click Add from custom.
4. If no further modifications are to be made, click OK.

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

Topic Title: Applying Access Controls to Content Manager objects