View Document Security

Administrator-level users can apply specific document-level security via the Document Activities menu. Selecting View Document Security will open the Document Security window.

To view the document security, follow the steps below.

1. Click on the three-dot menu and select the View Document Security option.
2. The Documents Security window will display the users or groups with the access permissions by default if the Inherit folder security is enabled.
   
   
   
3. To add additional users or groups, disable the Inherit folder security setting and click on the Browse All button.
   
   
   
4. In the Browse Groups and Users window, switch between the Groups and Users tabs and select the desired groups or users.
5. On the Groups tab, use the dropdown menu to filter groups by category.
6. After selecting the required groups or users, click the Add (number of members) Members button.
7. After adding the groups or users, click the Permissions dropdown to assign the appropriate access level, such as Full Access, View Only, or No Access and click on the Save button.