The Apply Custom Security to Document field is a multi-value tagging field that is used in conjunction with application-level security to restrict user groups from downloading native files and/or accessing certain document views for restricted documents in Axcelerate 5.
To apply and use this security:
- The Case Manager and Administrator decide which users require restriction and mutually agree on the restrictions to be applied.
- The Administrator creates user group(s), assigns an Axcelerate 5 preconfigured user role and then modifies the preconfigured rights using application-level security. For example, they can disable the group's right to access Near Native view.
- If the Apply Custom Security to Document field is not active, the Case Manager activates it on the Administration > Fields and Values page of Axcelerate 5.
- The Case Manager adds the Apply Custom Security to Document field to a tagging arrangement.
- Users that are allowed to see all documents begin their review. When they identify a document with content that should not be fully accessible to other users, they tag the appropriate value(s) in the Apply Custom Security to Document field, that is, Restrict Download, Restrict Image view, Restrict Near Native view, and/or Restrict Redaction view.
Once the restrictions are in place, users that are part of the restricted user group(s) can access Axcelerate 5. When they come across a restricted document, they do not see the respective feature, for example, the Near Native view.
Note: The restriction is only effective when the application-level security that is applied to a user group matches the restriction that is applied to the document.
Example
- User Group One Security
- Cannot download restricted documents.
- User Group Two Security
- Cannot access Near Native view for restricted documents.
- Document Restriction
- A document is tagged Restrict Download and Restrict Redaction View.
Group One cannot download the document, but can still access Redaction view. Group Two can download the document and can also use Redaction view. Unless a group is restricted from Redaction view, the Restrict Redaction View tag has no restrictive power.