Assigning Access Rights

To assign trustee access rights:

1. Select the item’s Profile link.

2. On the Profile form, select the Secure Document check box. Notice that the Edit button becomes available.

   	Note: If using the modern form style, you will need to click the Expand to view more arrow to see the Secure Document check box.

3. Click the Edit button. The Security Dialog window appears.

4. The Security Dialog window shows the Available Trustees (Groups and Users), Current Trustees, and Access Rights. Click a Groups item once; the available Users list appears.

5. If you want to add an entire group, select the Group name and then click the right arrow icon. The group name appears in the Current Trustees list.

   Conversely, to add a user, first click the Group name, then select the Users name(s), and then click the right arrow icon.

   	Tip: Select multiple groups or users by pressing the CTRL or SHIFT key.

6. Now select the group/user name(s) in the Current Trustees pane to assign access rights.

7. In the Access Rights pane, click the drop-down menu to change the default permissions to one of the following access rights:

   • View Profile – Allows the currently selected trustee(s) the right to view the profile of a selected document, but not to retrieve, view, edit, or copy the document or profile.

   • Read Only – Allows the currently selected trustee(s) the right to view the profile and document, but not to edit or delete the document or profile.

   • Normal Access – Allows the currently selected trustee the right to view and edit the profile and to view, edit, retrieve, and copy the document.

   • Full Access – Allows the currently selected trustee all rights. The Access Published Only right is not selected because it disallows users from viewing all the versions of a document.

   • Custom – Allows the currently selected trustee to be granted a custom set of rights.

   	Note: If you want to assign custom security, see the following section, “Assigning Custom Security.”

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

9. Click OK to exit the profile form.