Security Roles

Security roles are a very important part of configuring a vault. Security roles determine which users can perform which actions on which documents. Security roles are named sets of security privileges. Each security privilege controls a particular Meridian command or function that can be either granted or revoked. Meridian users or groups are assigned to security roles for specific folders in a vault using the Meridian client applications.

By default, users can perform the same actions on documents regardless of the document type. If additional control is required, the privileges of security roles can be different for each document type. This is called document type security and is configured with the Use document type security option on the General page of a vault’s Environment settings, as described in Configure Vault Settings. When this option is enabled, the actions that users can perform on documents are determined both by the user’s role and the document type. When you combine this option with assigning users to different roles for different folders, you can meet virtually any possible security requirement. An example would be users that have different privileges for the different document types that reside in different project folders based on their functional roles in the projects.