Document security
PolicyCenter provides a set of system permissions to provide security for all documents, as seen in the following table. You can also use these permissions to define security types for documents and assign permissions to users that relate to these security types.
The RestrictSearchesToPermittedItems
search parameter in the config.xml
file determines whether you can see a document in the list that you do
not have permission to view.
The following system permissions provide security for documents.
Name |
Purpose of permission |
|---|---|
|
Create documents for a policy, account, policy transaction, or contingency |
|
Remove documents from a policy, account, policy transaction, or contingency |
|
Edit documents on a policy, account, policy transaction, or contingency |
|
Modify any document, regardless of security type |
|
View documents on a policy, account, policy transaction, or contingency |
|
View any document, regardless of its security type |
See also