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CCH Software User Documentation

Security

CCH Document Management follows the standard security model used in CCH Central; this is governed by the use of task permissions.  In addition Document Type security is used to control access to different types of document. Any Data Security by both Client and Assignment, and Team Security that is in place for Central will be adhered to.

Task Permissions

Task permissions are used to control who can access the different areas of the system.  

Select Maintenance > Security > Task Permissions and then use the Product drop down to select Document Management. Select the Security Group that you want to set permissions for in the Group drop down.  

For more information see Setting up Task Permissions.

Data Security

Central has a Data Security model which restricts users' access to selected clients and/or assignments. This is particularly useful for private clients where only a selected group of persons within the organisation has the right to view. Document Management adheres to that security model. If a user does not have rights to view a client/assignment, none of the documents attached to that client/assignment will be visible within the Document Centre. Users will also not be able to search for the client/assignment within the Add Document window (or Properties panel).

Document Type Security

Select Maintenance > Security > Document Security to specify which libraries and types of document a user has access to.

window_Maintenance_DocumentSecurity.png

Use the drop down fields to select the library and security group that you want to set permissions for.

Where a user does not have View permission for a document they will not be able to search for documents of that type/

Where a user does not have Edit permission for a document type they will not be able to edit the document or any of the document properties.

Where a user does not have Add permission for a document type this document type will be excluded from the list of types for selection when adding documents, creating documents, or changing the document type for a document type that is already in the system.

If a user does not have access to any of the document types within a library then they will not see that library in any library selection options.

 

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