About Security Levels
Security levels allow you to restrict who can work with, view, or search the contents of an item. You assign content items a security level in the Security step of the Properties Wizard. You can view the setting in the Security tab of the Overview.
Note: If you assign a document or assessment the Restricted - High or Restricted - Severe security level, you can allow other users who are not assigned to this item to access it as if they were assigned to it.
The table below lists the security level and a description of its characteristics.
| Security Level | Assignment Required | Restricted by Workflow Status | Description | Example |
|---|---|---|---|---|
| All Users (default setting) | No | No | All users can view the content item in the workflow statuses they have access to, even if they are not specifically assigned to that item. | A user with the Document Owner role who is not a document's owner can see that item while it is in the Draft status, and a user with the reviewer role who is not assigned to a document can see it while it is in the Review status. |
| Restricted - High | Yes | No | Only users specifically assigned to one or more workflow statuses of the content item have access to it. They can also access the item in any workflow status except archived. | A user assigned as a document's approver can see that document while it is in the Draft, Collaboration, Review, Approval, Pending, and Published statuses. |
| Restricted - Severe | Yes | Yes | Users can only view an item while it is in the status to which they are assigned. | An assigned writer can only see the content item while it is in Collaboration status. |
| Public | Yes | Yes |
Visitors can view an item with this security level from the Public Site when it is published. Users can view an item with this security level in the workflow stage they have permission to view. Assessments and campaigns cannot be set to the Public security level. Note: This option is available only with the Public Viewer advanced feature module. If you have questions about or want to purchase this module, contact NAVEX Customer Support by submitting a request in the Community. |
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