Template Step 7: Other Allowed Users
If you assign a document the Restricted - High or Restricted - Severe security level, you have the ability to allow other users who are not assigned to this document to access the document as if they were assigned to it. As with users assigned to the document, where users can access the document depends on their document roles and the security level.
To allow other users to access this document, do one of the following:
- Click the Departments tab, click the Departments heading, and then select the departments whose users you want to grant access to this document.
- Click the Departments tab, and then click the Department Groups heading. If you see Multi-Site (Global) Groups or a site name preceded by
, click to display group names. Select a department group.
- Click the Job Titles tab, click the Job Titles heading, and then select one or more job titles. All users with that job title will have access to the document.
- Click the Job Titles tab, and then click the Job Title Groups heading. If you see Multi-Site (Global) Groups or a site name preceded by , click to display group names. Select a job title group.
- Click Readers, and then in the Search Readers box, start typing a user name. As soon as you see the user you want to add, click the user's name.
- Click the Readers tab, and then click the Reader Groups heading. If you see Multi-Site (Global) Groups or a site name preceded by , click to display group names. Select a reader group.
- Click the Readers tab, click the Readers heading, and then select one or more individual readers.