Mapping a security role to a document

To map a security role to a document:

  1. Click Add new item. The Assign Security Roles to Documents dialog box is displayed.
  2. Select one or more security roles.
  3. Optionally, select an accounting entity.
  4. Optionally, select a location
  5. Click Add.
  6. Click Save.
    The newly added roles are now displayed on the details page for the selected document.