By default, resources are made
available to everyone who has access to the Resource Library. The following steps explain how to secure a
document and limit access to permitted users. The steps are similar for all
other types of resources such as Discussions, Events, Surveys, etc.
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Retrieve the document using Search For Documents
page.
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In the Record tab section set Private to YES.
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When Private is set to YES the Security Groups
tab section is displayed just below the option buttons at the bottom of the
page.
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Check each Security Group that is permitted to
access the document.
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When finished click on
and confirm save.
Note that you may also
control access to documents by limiting access to Document Categories (see the
following section How To Make a Document Category Private) and by limiting
access to the Documents Resource Library
(see the Chapter on Security).