Workflow: Setting Up Doc360 Security

Whether you are authorized to view or edit a document depends on three factors:

  • Your employee security group.
  • The document permissions of that security group.
  • The classification status of the document itself.

To set up Doc360 security:

Step 1: Determine the levels of document security classification that best suits your agency's needs. The system includes five preset classifications. If your agency requires additional classifications, you can create custom classifications using the Doc360 Setup form.

Step 2: Authorize or restrict employee security group access to the Doc360 secured items, including the document classifications. See the Creating Security Groups section in Security Group Setup for more information about creating custom employee security groups with unique security rights.

 

You must have Admin or Owner level privileges to access Security Group Setup.

What's Next?

For general information about the Doc360 document management, see Doc360 - An Overview.