You can add a security definition based on a system role, and an entity type. For information, see Security Providers.
To add security definition based on a system role and entity type:
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On the header bar, click
Admin.
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In the
Search Admin Zones field at the top, enter
DMS Security Definitions.
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Click the
DMS Security Definitions link that displays.
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Click
.
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On the Add Security Definition window, from the
Provider list, select
Entity System Role.
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From the
Entity Class list, select an entity class.
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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.
- 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.
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Select a system role from the list of roles.
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Click
Save.