Use Access Control to restrict users' access to documents
How it works
Access Control involves assigning users roles that have certain privileges attached.
Using Access Control, you can prevent certain users from:
- searching documents
- uploading documents
- superseding documents.
|If the user||Then this will occur|
|Uploads a document||The restricted document type will not be available when they upload their document. This applies for both single file upload and bulk uploads.|
|Supersedes a document||will not see the document type in the list.|
|Searches for a document||The document type will display in the search panel. However, no results will display.|
How are documents being sent on your projects?
Are any other of the organizations you are working with sending documents by mail attachment, instead of by transmittal?
If this is the case, even if you restrict a user's access via Access Control they could still gain access via the mail register.
If the other organization is unwilling to send documents via transmittal, you must ensure that these mails are marked confidential.
Consider taking these steps as a workaround.
2. Ask the other organization to always use this mailing group when sending documents.
This helps you control the recipient list for the documents.
3. Ask the organization to always mark their mail as confidential when using this mailing group.
Following these steps reduces, but does not remove, the risk that documents will be accessed by people.