TODO: Change the footer's content in Project Settings : HTML (CHM) Export : Setup HTML Template and Layout
2.7.2.3.4. Field Security
Field Access helps to control the documents a user may see in AIM SEARCH. Field Access DOES NOT affect document coding
Field Level
What a user sees in Search is based on one of the following four combinations:
The user has rights* to an entire Category OR
The user has rights* to a Document Type OR
The user has rights* to one of the Field values on the document OR
The user has rights* to ALL of the field values on a Document Type
*Either inherited or explicit rights
Granting Field Access, Category or Document rights alone is the least restrictive method and will provide the most search results
Giving only Job/Property rights to specific jobs or properties is a VERY wide open door:
User might see any legal or financial documents coded with that job/property
User might see any sensitive payroll documents coded with that job/property
Giving only Category rights opens up that entire Category
Granting access to a Document Type and all of its fields is the MOST restrictive and should be used where there are sensitive documents in the system
Field and Document Type access is per data folder.
Field Access Setup
Via Field Access, you may grant users explicit rights to certain data
Field Access is set up by user and is performed in the AIM window under AIM Users
User window will reflect all fields to which the user has been granted access either by virtue of having been specified in a rule or by explicit definition:
You can choose to give Bob Evans field access by Job below:
And then select which job(s) Bob will be able to see all documents for. In this example, Bob will be able to see all AIM documents with Job = 13-001.
Be very careful, this would include any confidential documents with job = 13-001.
