Manage Security Roles

Each Meridian vault can have any number of security roles, but the fewer there are, the easier they are to manage and assign.

To manage security roles:

  1. In Configurator, on the Vault menu, select Roles and Privileges.

    The Roles and Privileges dialog box appears showing the current security roles that have been configured, if any.

  2. To view the privileges for custom objects in the vault such as navigation views, reports, lookup lists, document types (if document type security is enabled), and so on, select the Show object privileges check box in the lower-left corner of the window.

    The custom object names appear in blue text.

    Note:
    • When the Use document type security option is enabled for a vault , the Document privileges group that would otherwise apply to all document types is removed from the Privileges column. The privileges for each document type can then be found below the name of each document type in the Document Types group.
    • Custom command names do not appear in the list until after their Can Execute privilege has been created by clicking the Privileges button at least once as described in Create And Edit Custom Commands.
  3. Follow the appropriate procedures below.