Limiting access to documents

The Advanced Approval life cycle grants access to documents based on the roles created in Creating the Advanced Approval roles. You may override this behavior to meet your organization's own requirements. For example, you might want to limit access to the documents to only those users who verify, approve, and release the documents. This is done by creating an appropriate access profile.

To limit access to documents in the Advanced Approval life cycle:

1. Create an access profile as described in Creating, editing, and deleting access profiles.
2. Grant permissions in the access profile to the user types or access groups that you want to be able to access the documents. Remove all permissions from the access groups that you do not want to be able to access the documents and from the Others user type.
3. For each document status for which you want to limit access, set the Access control option to the access profile configured in step 2 as described in Creating, editing, and deleting document statuses.

Tip    To restrict access to all documents in statuses other than Released, set the access profile in the following statuses:

• Draft
• For Verification
• Approve
• Approved