Configuring the category security

Security
Public	Allows any user of SE Document to have access to this category.
Restricted	Allows only specific users of SE Document to have access to the category. At this point, the sidebar buttons will be enabled. Use them to add, edit and delete accesses from the security list.

Adding an access to the category security

To add a new access to the security of the category, click on the

button and perform the following steps on the screen that will be opened:

1.Select one of the following options to set the access type that will make up the security list:

Team: It will be composed of the members of a team already registered in SE Document.

Organizational unit: It will consist of users of a particular organizational business unit/department of the organization.

Department/Position: It will be composed of users from a specific department of the company, who hold a specific position.

Position: It will be composed of users who hold a specific position in the company.

2.According to the selected access type, the Search filters will be enabled to be filled out. Use them to make it easier to search for desired records.

3.If the selected access type is Organizational unit, the hierarchy of business units and the departments belonging to them (if any) will be displayed.

Check the business units and/or desired departments. By checking the "Consider sublevels" option at the bottom of the screen, the system will also consider the organizational units that are down in the hierarchy of the selected organizational unit. Note that by checking this option, if new organizational subunits (whether they are business units or departments) are subsequently added, they will be automatically added to the security list.

Next to the hierarchy, the system also makes available buttons that allow you to check all the sub-levels of a particular organizational unit or uncheck all sub-levels. Note that by using the "Check all sub-levels" button if new organizational sub-levels are subsequently added, they will not be included in the security list.

4.Then, click on the

button on the toolbar of the selection screen. Depending on the access type selected and the values entered in the filters, the result will be displayed in the list of records, located at the bottom of the screen. Select the ones that will compose the security list. Hold the SHIFT or CTRL keys down or check next to each item, to select more than a record at a time.

5.In the Controls field, expand the list and check the desired actions. Then, define if they will be allowed or denied for the access type:

Control	Allowed	Denied
Add	The user may add new categories to the levels below the category in question.	The user will not be able to add subcategories to the category in question.
Edit	The user will be able to edit the category data.	The user will not be able to edit the category data.
Delete	The user will be able to delete the category.	The user will not be able to delete the category.
Security data	The user will be able to edit the configurations performed in the Security section of the category.	The user may edit the other data of the category, but the "Security" section will remain blocked.
List	The category will be displayed for the user on the system screens that have document category hierarchy.	The category will not be displayed for the user on the system screens that have document category hierarchy.
View	The user may view the category data screen in "read-only" mode.	The user will not be able to view the category data.

▪The controls that are not checked for a certain access type will be considered "denied".

▪The controls and permissions established in this section and in the "Document" section will be valid for all locations where the category and its documents are visible, that is, for the record, management, execution and view screens of both SE Document and other SE Suite components, such as SE Protocol, SE Workflow, etc.

▪Use the other buttons next to the field to select all available controls and clear the checked options.