About Security Levels

An administrator can assign users various roles for working with documents and questionnaires. These roles include Document Owner, Questionnaire Owner, Writer, Reviewer, Approver, Pending, and Archived. These roles allow users access to the workflow statuses that correspond with their roles. For example, a document owner will see documents in the Draft status, a writer will see documents in the Collaboration status, and an assignee will see documents in the Published status. Which documents/questionnaires they can see in each of these statuses depends on the documents'/questionnaires' assigned security levels, as explained below.

All Users. When a document/questionnaire is assigned this security level, all users with the roles mentioned above can see that item in the workflow statuses they have access to, even if they are not specifically assigned to that item. For example, someone with the Document Owner role who is not a document's owner can see that item while it is in the Draft status, and someone with the reviewer role who is not assigned to a document can see it while it's in the Review status.

Restricted - High. With this security level assigned to a document/questionnaire, only those specifically assigned to one or more workflow statuses of the item have access to it. They can also access the document/questionnaire in any workflow status except archived. For example, someone 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. As with the Restricted - High security level, only users specifically assigned to one or more workflow statuses of the document/questionnaire have access to it. However, they can only view that item while it is in the status to which they are assigned. For example, an assigned writer can only see the document/questionnaire while it is in Collaboration status.