Assign Security Groups to Document Types

Security groups provide an extra layer of security on top of role-level access. You can assign security groups to document types in Documents > Admin > Document Types.

To assign security groups to a document type:

1. Go to Documents > Admin > Document Types and select the document type that you want to assign security groups for.
2. Select a security group in the Available Security Groups column and move it to the Security Groups column using the arrows.
3. In the Visible To drop-down list, select an option:
   • Manager: Users in this security group can view documents for any employee that they manage.
   • Owner: Users in this security group can view only their own documents.
4. Click Save.