Add an Entity System Role Definition

You can add a security definition based on a system role and an entity type.

For an example of an entity system role security definition, see Security Providers.

To add security definition based on a system role and entity type:

1. On the header bar, click Admin.
2. In the Search Admin Zones field at the top, enter DMS Security Definitions.
3. Click the DMS Security Definitions link that displays.
4. On the DMS Security Definitions page, click .
5. On the Add Security Definition window, from the Provider list, select Entity System Role.
6. From the Entity Class list, select an entity class.
7. By default, documents are required to be linked to both an entity class and a contact. To remove the requirement for documents to be linked to the contact, click the Contact Association Required slider to toggle it off.
8. Optional: To also link the security to a particular classification, use the Classification list to select a classification.
   When you link a security definition to a classification, it adds an additional restriction to who can access the documents in a document pool. For example, if you set up a security definition against the project entity class for a selected role, and you select a specific region as the classification, only project members with the selected role that work on projects within the selected region can access the documents.
9. Select a system role from the list of roles.
10. Click Save.