Assigning Access Rights

When you assign access rights to a role, user group or user, you grant them access to a particular part of the MS system. For example, if you assign document type rights to a user group, all members of that user group will be able to retrieve documents of the specified document type.

To assign access rights

1. On the Navigation Tree, click Rights and Privileges, and select Roles, User Groups or Users, depending on who you want to assign rights to.

2. Select a role, user group, or a user. Click its name or click anywhere on the row, and then click .

3. Select a tab at the top of the page to specify appropriate rights. The following tabs are available:

   • Group Administrator: Assign limited administration rights to group administrators.

   • Views: Grant access to views for the role, user group, or user in the document search results page or RMS view.

   • Security Keywords: Specify which security keywords apply to the role, user group, or user.

   • Global Security Keywords: Specify which global security keywords apply to the role, user group, or user.

   • Report Security: Grant access to report security rules for the role, user group, or user.

   • Document Types: Grant access to document types for the role, user group, or user.

   • Unredacted Document Types: Select a document group and assign its document types for the role, user group, or user.

   NOTE: The Unredacted Document Types tab becomes available only if a redaction license is enabled in MS.

   • Portlets: Grant access to specific portlets for the role, user group, or user.

   • Searches: Grant access to searches for the role, user group, or user.

   • Templates: Grant access to templates templates for the role, user group, or user.

   • Models: Assign models to the current user.

   • Search Notifications: Grant access to search notifications for the role, user group, or user.

   • System Notifications: Grant access to system notifications for the role, user group, or user.

   • Filing Notifications: Grant access to filing notifications for the role, user group, or user.

   • Document States Security: Assign rights for managing document states to the role, user group, or user.

   • Automator Processes: Grant access to Automator processes for the role, user group, or user.

   • Visual Processes: Grant access to Visual Processes for the role, user group, or user.

   • Automator Projects: Grant access to Projects for the role, user group, or user.

   • Workspaces: Grant access to Workspaces for the role, user group, or user.

   • Change Lists: Grant access to Change Lists for the role, user group, or user.

   • Named Paths: Assign named paths to the current role, user group, or user.

   • Folders: Assign folders to the current role, user group, or user.

   • Connection Definition: Assign available connection definitions to the current role, user group, or user.

4. Assign the appropriate rights.

5. To save changes, click Save.

6. Repeat steps 3-5 until you have assigned all desired rights to a role, user group or user.

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