2.7.2.3.3. Document Category/Document Type

 

Explicit rights may be granted to a Document Category and/or Type.  If rights are granted at the Document Category level, the user has SEARCH RIGHTS to all Types underneath.

 
  • Category
In the example below, Doug Moffe, Robert Jones and Michael Perkins have AIM rights to ANY document coded to Project Management
 
 
  • Document Type
     
    Reebeca Gibson can see any documents coded as Project Checklist BUT she can NOT see the other documents coded to Project Management. 
     
     
    There are 4 document types under Project Management.  Doug, Robert and Michael can see all 4 of them. 
     
    Reebeca Gibson can only see Project Checklists, however, she can see ANY project checklist.  To further restrict any user, Field security could be used.
     
     
                 
     
     
     
     

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