Override Security Based on State

State-based security overrides are configured in the Lifecycle Definitions dialog from the Behaviors tab of the Vault Settings dialog. For more information on how to configure the security of a lifecycle state, see Edit Lifecycle State Security.

To apply state-based security, a state change needs to occur at the folder level. Follow these steps:

  1. Select a folder.
  2. If the folder is not already assigned to a category, choose the Change Category command and assign a category.
  3. By assigning a category, a default state is assigned to the folder.
  4. Select the folder and choose the Change State command.
  5. Choose a state that has security configured on it. For example, the released state has an ACL defined for it out-of-the-box.
  6. Right-click on the folder and select Details.
  7. Select the Security tab.

    The ACL displayed by default is the override ACL that was applied by the lifecycle state.