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Appogee HR: Security settings for Records & Documents

In this article:

Configuring Record security

Configuring Company Document security

Advanced Options


It is possible to configure the security settings for Records & Company Documents. This feature enables you to have control over what employees can see, edit and upload.


Configuring Record security


Note: Record security is managed on a Category level, so access to all Records in a single Category will be the same for each user role.


Go to Process Config > Record Security.



The link will take you to the most recently accessed Category, if you need to switch to a different one, use the Category switcher in the top right corner.

If this is the first time you are accessing this section, you'll be directed to the Categories page, select a Category from the list.

One you have the correct Category selected, click the Record Security tab. You can select who is able to create new Records based on their role by using the tick boxes. Access rights can be changed using the dropdowns.



When you're happy with the access, click Save Changes. 


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Configuring Company Document security


Note: Company Document security is managed on a Document Type level, so access to all Records in a single Category will be the same for each user role.


Go to Process Config > Company Document Types and Security.



Click on the Document Type you wish to change the access for and then click Document Type Security. You can select who is able to create Company Documents based on their role by using the tick boxes. Access rights can be changed using the dropdowns.



When you're happy with the access, click Save Changes. 


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Advanced Options


Making changes to the Record or Document Type Security will affect all Employee Records or Company Documents in that Category (new and existing), however it is possible to enable Advanced Options which will enable an override feature. This feature allows individual Records or Company Documents to have access settings overridden by the uploader.

To enable override for Records and Company Documents, go to Process Config > Record Security/Company Document Type and Security.  Click Advanced Options and additional items will show. Select who you wish to be able to override access and then click Save Changes.



Once override has been set, configured users will get an opportunity to change the defaults upon uploading a Record or Company Document. 


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