UPDATE ACCESS CONTROL ON A
FOLDER OR DOCUMENT
Certain folders and documents in Content Manager may need
customized security and access control settings. The Record Coordinator in each
division is responsible for making any access control updates to the division’s
Active records. Typically, access control for folders and documents will
default to the department or division.
1. Locate
and select the Record that needs to have its access control settings updated.
2. You
can Modify the Security and Access Controls:
a. Right-Click
and select Security and Audit, and then Security/Access.
b. In
the lower view pane select the pencil next to the Access Control metadata
field.
3.
When the Security and Access Policy dialog box appears, go to the Access
Controls section in the lower portion of the dialog box.
4.
Tag the Access Controls you want to update. You can select all lines, or
just certain line items.
5.
There are different options to change the security an access controls:
a.
Clear – Opens all access controls listed and makes them
unrestricted to everyone.
b.
Container – The record’s security and access controls will
inherit from the container it’s contained within.
c.
Custom – Allows you to change the access controls to include
yourself, your unit or another department/division.
I.
To add yourself: Select the Add (the second option with an arrow
pointing down) and select Me.
II.
To add your department/division: Select the Add (the second option with
an arrow pointing down) and select My Unit.
III.
To add another Department/Division: Select Add (the first option) and
begin typing the department/divisions name (example: Clerks, Accounting,
Purchasing, etc.)
d.
For example, if you want to open the folder and/or documents so that people in
all divisions can view them, but you want only your Division to be able to
update the folder/documents, then “tag” View Document and View Metadata and
then click “Clear”. In this scenario, you will want all other line items to
reflect the Division
name.
For further information
or assistance, email the Records Division at Borough.Records.Division@matsugov.us
or submit a Help Desk Ticket using the CM Assistance selection.