In this section, it is possible to configure the security list of the category and the documents created in it. To do this, select in the left part of the screen the subsection corresponding to the security that you wish to configure and fill in the fields that will appear in the right part of the screen. See below, how to configure each subsection:

To define the security list of the documents that will be created in the category, first, configure the desired options in the Configurations section:

Option	Checked	Unchecked
Inherit (default) category security list	This option will be displayed as checked by the system, indicating that the security list configured in this section will be valid for all documents recorded in this category.	It will be possible to configure a specific security list for each document created in the category.
Allow the inclusion of permission in the document	Allows the possibility of adding new permissions to the document when editing a document that inherited the category permissions, complementing the security configurations defined in the category. Note that if a user has a control unchecked in the category, it will not be possible to add the same control allowing access to the document. However, if a control is checked in the category, it will be possible to uncheck it during the creation of the document.	If the document is inheriting the category security list, it will not be possible to add new accesses to the security list.
Block document security control editing	When creating the document, the "Inherit security list from document category" option cannot be unchecked. Thus, the security list configured for the documents in this section cannot be edited.	In the Security section, the user will be able to check/uncheck the "Inherit category security list" option and edit the security list.
Block record user editing	When creating the document, the "Responsible for the document" field will be filled out by the system and it will not be possible to edit it.	The responsible for the document will be filled out by the system, but it will be possible to edit it. This field, however, can only be edited after saving the document data for the first time.

In the list of records at the bottom of the screen, it is possible to define a security list for the documents in this category. On the side toolbar, the following buttons are available:

	Click on this button to add a new access to the security list of the documents in this category. See a detailed description of how to perform this operation in the Adding an access to the document security section.
	Click on this button to edit the controls, permissions etc. of the access selected in the list of records.
	Click on this button to delete the access selected in the list of records and thus disassociate it from the security list of the documents in this category.
	Click on this button to copy the security list from documents in another category and apply it to the documents of this category. On the screen that will be opened, locate and select the desired category and save the selection. Use the CTRL and SHIFT keys on the keyboard or check next to each record to select more than one category at a time. In addition to the save button, the buttons that allow checking all displayed categories and clearing the markups performed will be displayed.

Adding an access to the document security

To add an access, click on the button on the side toolbar. On the screen that will be opened, perform the following steps:

The way to configure the security list of a document, both in the category and the document itself, will only be described in this section and identified where they differ as they are very similar. The screen displayed in both cases is also similar.

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

Access type
Internal
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 business unit/department of the organization.
Department/Position	It will be composed of users from a specific department of the company, who have a specific position.
Position	It will be composed of users who hold a specific position in the company.
User	It will be composed of a specific user.
All	It will be composed of all users who have access to SE Document.
Addition user1 2	It will be composed of the responsible for the document.
Addition user department/position1 2	It will be composed of users who belong to the same department and perform the same position as the responsible for the document.
Addition user position1 2	It will be composed of users who perform the same position as the responsible for the document.
Addition user department1 2	It will be composed of users who belong to the same department as the responsible for the document.

1 - Available only if the security list of the documents in this category is being configured.

2 - For these controls to be displayed in the security list of the document, it is necessary for the "Allow the inclusion of permission in the document" option to be checked, as well as the "Inherit security list from document category" option.

Note: When creating the record for the security of the Category or Document, the Access type listing is identified as Internal, as it is the security configuration for internal users of the system.

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.

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.

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.

In the Controls field, expand the list and check the desired actions:

Control	Checked	Unchecked
Add1	The user will be able to create documents in the category.	The user will not be able to create documents in the category.
Edit	The user will be able to edit the document data.	The user will not be able to edit the document data.
Delete	The user will be able to delete the document.	The user will not be able to delete the document.
Revise	The user will be able to create revisions for the document. Users with permission to revise will be able to delete a revision in progress. In order to successfully perform this operation, it is also required for the Revision control to be checked.	The user will not be able to create revisions for the document or delete revisions in progress.
Acknowledgment	The user will receive the document publication acknowledgment. For the acknowledgment task to be generated for the user, it is also required for the Electronic copy control to be checked. Note that when this control is checked, the Notification control will be disabled for selection.	The user will not receive the document publication acknowledgment.
Distribute copies	The user will be able to distribute document copies. In order to successfully perform this operation, it is also required for the Printed copy control to be checked.	The user will not be able to distribute document copies.
View	The user may view the document data screen and electronic files.	The user may not view the document data screen and electronic files.
Cancel	The user may edit the document status (cancel/reactivate).	The user may not edit the document status.
Archive	The user may perform the archiving of the document in the SE Archive component. In order to successfully perform this operation, it is also required for the Physical file control to be checked.	Archiving the document in the SE Archive component will not be available for the user.
Print	The user may print the electronic files of the document.	The user may not print the electronic files of the document.
Training	The user will be able to participate in document trainings recorded through the SE Training component. For the user to be able to participate in document trainings, it is also necessary for the Training control to be checked. If the security list is configured by the document data screen, when the user checks this control, the Severity field will be enabled. Define if the training for the document is critical or not for the access type selected previously.	The user will not be able to participate in document trainings.
Create training	The user will receive the Training record task related to the document. In order for the task to be generated for the user, it is also required for the Training control to be checked.	The user will not receive the "Training record" task (SE Training) related to the document.
Save locally	The user may save the electronic files of the document to their machine.	The user may not save the electronic files of the document to their machine.
Sign	The user may digitally sign the electronic files of the document.	The user may not digitally sign the electronic files of the document.
Notification	The user will receive e-mail notifications when the document is created or when its revision is released. For the notification to be sent to the user, it is also necessary for the Electronic copy control to be checked. Note that when this control is checked, the Acknowledgment control will be disabled for selection.	The user will not receive e-mail notifications related to the creation of the document and the release of its revision.
Add comments	The user may add text and graphical comments to the electronic files of the document.	The user may not digitally add comments to the electronic files of the document.
Evaluate applicability	The user will receive the Applicability evaluation task related to the document.	The user will not receive the "Applicability evaluation" task.

Unchecked controls have precedence in the security list. For example: If Team A has permission to edit, and User B who belongs to this team has the edit control unchecked, User B cannot edit the record, even if they are part of a team with permission.

In order for controls related to other components of SE Suite to be applied correctly, they must be part of the solutions acquired by your organization and that users of the "Access Type" have access to them.

Once done, save your selection.

Rule

Fill out this field to complement the previously configured security. To do that, select the desired security rule. Use the other buttons next to the field to add a new security rule and associate it with the category, edit the selected rule and clear the field.

In order for the security rule to be applied correctly to the documents of this category, it is necessary to check the "Inherit category security list" option in their Security section.

If you do not wish to apply a security rule to the documents of this category, do not fill out this field.

On this section, it is possible to configure a security list for the category. To do that, select one of the following options:

Security
Public	Select this option so that any user of SE Document has access to this category.
Restricted	Select this option for 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.

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:

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

Access type
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 business unit/department of the organization.
Department/Position	It will be composed of users from a specific department of the company, who have a specific position.
Position	It will be composed of users who hold a specific position in the company.
User	It will be composed of a specific user.
All	It will be composed of all users who have access to SE Document.

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.

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

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.

Once done, save your selection.