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Documents Resource Library Feature in Detail
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How to Make a Document Category Private:

By default, Document Categories are made available to everyone who has access to the Resource Library.  Use the following steps to secure a Category and limit access to permitted users.

 

Go to the Site Administration menu

Click the Document  icon to display the Search For Documents page.

Click on the Categories Manage link to go to the Document Categories Management page shown below.

Click on the name of the Category you want to make private then click Edit the Selected Category.  This will display the Document Category Management page shown below.

 

 

If you want visitors to see the Category name even though they do not have permission to access it, set Always Show Category Name to Yes.  Visitors without access permission will receive a message notifying them that they do not have permission to view the Categories contents.  This is a great way to encourage visitors to signup or to become a member.  To hide the Category name from users that do not have access permission set Always Show Category Name to No.

Set Private to Yes.

 

When Private is set to YES the Security Groups tab section is displayed just below the option buttons at the bottom of the page.

 

 

Check each Security Group that is permitted to access the Category.   See the Chapter on Security for additional information including how to create new Security Groups and how to assign users to Security Groups.

When finished click on  and confirm save when prompted. 

 

You may also control access to documents by limiting access to the Resource Documents Library (see the Chapter on Security).

 


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