Document Category Security
Document Category Security is where Deacom User Groups are assigned to Document Categories. This allows companies to restrict certain User Groups from accessing certain types of documents. For example, one customer was storing credit check documents on the Bill-to Company record. The business wanted only the Accounting and Administrative teams to have access to these documents but their Sales Reps also had access to the Bill-to Company record. Restricting Document Category Security access to the User Group that the Sales Reps are part of prevents them from being able to access the documents uploaded under the specified Document Category to the Bill-to Company.
System Navigation
System > Maintenance > Document Category Security
Document Group Security form
The Document Category Security grid displays all active User Groups horizontally and all active Document Categories vertically. By default, all entries in the grid are set to "No". Users can double click the word "No" to change the value to "Yes" for the desired group. This indicates that this User Group can view documents uploaded under the associated Document Categories.