Assigning Custom Security

To assign custom security:

  1. With the Security Dialog window open, select the group(s) and/or user(s) to assign custom access rights.

  2. In the Access Rights pane, click the drop-down menu and select Custom.

  3. Select Allow or Deny check boxes for any or all of the following individual access rights:

    • View Profile – Allows the currently selected trustee the right to view, but not edit, the Document Profile.

    • Edit Profile – Allows the currently selected trustee the right to view and edit the Document Profile.

    • View Document — Allows the currently selected trustee the right to view, but not edit, the document.

    • Retrieve Document – Allows the currently selected trustee the right to retrieve the document and to view, but not edit, the Document Profile. Trustees must save any edits as a new document.

    • Edit Document — Allows the currently selected trustee the right to edit the document.

    • Copy – Allows the currently selected trustee the right to retrieve a copy of the document and save it as a new document. Trustees cannot edit the original document or profile.

    • Delete – Allows the currently selected trustee the right to delete the document.

    • Control Access — Allows the currently selected trustee the right to control access to the document and to modify the trustee rights for the document.

    • Access Published Only – Allows the currently selected trustee the right to view only the published version of a document. The trustee will also have View Profile and View Document rights by default. In addition, a trustee that has Access Published Only rights can also be given Edit Profile, Copy, and Retrieve Document rights

  4. Click OK. Focus returns to the profile form.

  5. Click OK to exit the profile form.

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