Configure Security for Files, Folders, and Custom Objects

Specify which users have access to files, folders, and custom objects, as well the level of their access by assigning members to the Access Control List (ACL). Members can be individual users or groups of users. By default, no members are assigned, meaning that all users have access to all files, folders, and custom objects. Once any members are assigned to the ACL, only those members in the ACL can access the file, folder, or custom object.

You can quickly examine security  details and make changes to security settings through the context menu.

View Security Settings

1. Right-click on a file, folder, or custom object in the vault and select Details.

   You can also access the Details dialog by selecting Details from the File menu.

2. In the Details dialog, select the Security tab. A summary of the security information is displayed, including the current security mode and the list of users with access. If the Access Control List is empty, all users have access. Once any members are assigned to the Access Control List e, only users on that list have access. 
   Note: If there is neither state-based nor folder security, then the security is based on the user's role.

   State-based security is available only in Vault Workgroup and Professional.

Override Security Settings

1. Right-click a file, folder, or custom object in the vault and select Details.

   You can also access the Details dialog by selecting Details from the File menu.

2. In the Details dialog, select the Security tab. The Override Security check box is accessible, even when the security mode is role-based.
3. Select the Override security check box to enable the Access Control List associated with the file and manually edit access permissions.
   Note: If the Override security check box is selected but no permission changes are made, the system assumes that the user wants to create a new security access control list with the same settings.

Add a Member to the Access Control List

1. Right-click a file, folder, or custom object in the vault and select Details.

   You can also access the Details dialog by selecting Details from the File menu.

2. In the Details dialog, select the Security tab.
3. Click Add.
4. In the Add Members dialog box, select the users or groups to assign to the current file, folder, or custom object, and click Add.
5. Click OK.
6. The Access Control List lists the members with access to the file, folder, or custom object. Select a member for whom to configure the permissions.
7. In the Permissions box, enable or disable the Allow and Deny check boxes for each permission.   

   For example, for Read-only access, select the Allow check box for Read, and the Deny check box for Modify and Delete.

8. Click OK.

Remove a Member from the Access Control List

1. From the Access Control List, select a member.
2. Click Remove.
3. Click OK. The selected member can no longer access the file, folder, or custom object.
   Note: Select Deny for all three permissions to restrict a member of a group from accessing a folder to which the group has access. Add the restricted member as an individual on the Access Control List and then set the permission for that member to No Access.