Document Vault Security Update - Revision history

Freddy at 16:38, 25 July 2025

2025-07-25T16:38:21Z

Freddy at 16:01, 16 December 2024

2024-12-16T16:01:34Z

Freddy at 15:59, 16 December 2024

2024-12-16T15:59:51Z

Freddy: Created page with "NOTOC ==General Information== '''Default Menu Location''': Maintain >> System >> Document Vault Security Update '''Screen Name''': DVaultSec '''Function:''' The Docu..."

2024-12-16T15:56:47Z

Created page with "__NOTOC__ ==General Information== '''Default Menu Location''': Maintain >> System >> Document Vault Security Update '''Screen Name''': DVaultSec '''Function:''' The Docu..."

New page

__NOTOC__
==General Information==

'''Default Menu Location''': Maintain >> System >> Document Vault Security Update

'''Screen Name''': DVaultSec

'''Function:''' The Document Vault Security Update screen allows for defining specialized control over Document Vaulst tied to specific Organizations or specific individual records, such as a specific AP Invoice's Document Vault records.

This screen uses special logic to limit the Document Vault access to '''ONLY THOSE USERS SPECIFIED IN THE SCREEN''' and will automatically deny access to the same record(s) for all other users that are not listed. For example, setting user 'JDOEXX' as allowed for Organization 'AAA001' will mean that all other users that are not listed in the screen will be denied access to the Organization Document Vault for 'AAA001'.

[[File: Document_Vault_Security_Update_Screen.png]]

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===Adding a new security control===

'''1.''' Select the desired DocVault Name that you wish to create a specific security control for. The current options are 'AP Invoices' or 'Organizations'.

'''2.''' Select the Type of either 'Organization' or 'Document/Single Item'. Organization will limit access to a specified Organization (ENT) and the Document/Single Item selection will allow for limiting to a specific AP Invoice number. There is no Document/Single Item selection for the Organization DocVault.

'''3.''' Select either the Organization Customer Number or the specific record document number in the Target Value field. The Target Keyno value will fill in with the appropriate database keyno value from the database.

'''4.''' Select the user(s) from the UserID grid list by checking the 'Select' box next to the user(s).

'''5.''' Click the '''Update '''button once once all selections are complete to create the security override.

===Notes===

* Previously defined security overrides can be deleted from the table by selecting the 'Delete' trash can icon in the right side grid.

[[Category: System Manager]]
[[Category: Document Vault]]

← Older revision		Revision as of 16:38, 25 July 2025
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	[[Category: System Manager]]		[[Category: System Manager]]
−	~~[[Category: Document Vault]]~~

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 This screen uses special logic to limit the Document Vault access to '''ONLY THOSE USERS SPECIFIED IN THE SCREEN''' and will automatically deny access to the same record(s) for all other users that are not listed. For example, setting user 'JDOEXX' as allowed for Organization 'AAA001' will mean that all other users that are not listed in the screen will be denied access to the Organization Document Vault for 'AAA001'.
-[[File: Document_Vault_Security_Update.png]]
+[[File: Document_Vault_Security_Update_Screen.png]]
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Document Vault Security Update - Revision history

Freddy at 16:38, 25 July 2025

Freddy at 16:01, 16 December 2024

Freddy at 15:59, 16 December 2024

Freddy: Created page with "__NOTOC__ ==General Information== '''Default Menu Location''': Maintain >> System >> Document Vault Security Update '''Screen Name''': DVaultSec '''Function:''' The Docu..."

Freddy: Created page with "NOTOC ==General Information== '''Default Menu Location''': Maintain >> System >> Document Vault Security Update '''Screen Name''': DVaultSec '''Function:''' The Docu..."