Work with security override binders

A binder is a group of documents created as a way to organize documents. You can create private binders, shared binders, and security override binders.

Administrators can control access to documents in a shared binder by designating the binder as a security override binder. A security override binder is a binder with security settings that override the security that is set on the documents elsewhere. Security is applied by group.

For information about binder types, see Work with binders.

To use and manage binders, you must enable the Binders feature, which includes shared binders and private binders, as well as the security override binder option. For more information about enabling binders, see Work with security for objects.

Note: You cannot manage security for shared binders or private binders on the Security Overrides page. For information about setting security for shared binders or private binders, see Set security for binders.

Disable and enable document security

You can enable or disable document security for security override binders, as follows:

Enabling document security allows you to control a group's access to the documents that are within security override binders.

Disabling document security allows all groups to access documents regardless of whether they are in security override binders.

When document security is disabled, the application ignores the permissions that are set on security override binders, and groups can access the documents in the security override binders. However, if you deny access to a security override binder, the application automatically denies access to that binder for all users. The binder is unavailable on the Documents page, regardless of whether document security is enabled or disabled. You must set the binder security to allow for it to appear on the Documents page.

Tip: Unless you are using document security, you should disable it.

If a message appears on the Security Overrides page indicating that document security is currently off, you must enable it to set security for security override binders.

Enable document security

To enable document security:

On the Case Home page, under Security, click Security Overrides.

Click Enable document security.

Click OK.

Disable document security

To disable document security:

On the Case Home page, under Security, click Security Overrides.

Click Disable security.

Click OK.

Display groups on the Security Overrides page

To select which groups to display on the Security Overrides page:

On the Case Home page, under Security, click Security Overrides.

Click Select groups.

Select the check box next to the groups that you want to display. You can display up to five groups.

Click Save.

Set security for security override binders

Administrators can grant or deny access to the security override binders that are available to groups on the Documents page.

All designated security override binders appear on the Security Overrides page.

Note: When a case is upgraded from an earlier version of the application, the existing settings remain in place.

The following table lists the permissions that can appear on the Security Overrides page.

Permission	Description
Not set	No security override binder permissions are set for the group.
Deny	Denies the group access to the security override binder.
Allow	Allows the group to access the security override binder.

Set security for all security override binders

To grant or deny access to all security override binders:

On the Case Home page, under Security, click Security Overrides.

At the top of a group column, click the Allow button, Deny button, or Not set button.

Click OK.

Synchronize security to make the change take effect across the group. For information about syncing security, see Sync security.

Set security for specific security override binders

To grant or deny access to specific security override binders:

On the Case Home page, under Security, click Security Overrides.

In the row for a binder, under a group column, click the Allow, Deny, or Not set option.

Synchronize security to make the change take effect across the group. For information about syncing security, see Sync security.

Sync security

After making changes on the Security Overrides page, you must sync security for all affected groups to make the changes take effect. A warning message appears on the Security Overrides page if security needs to be synced.

The application runs syncing tasks as jobs in the Processing Framework (RPF). For information about how to view jobs and troubleshoot any errors that occur while the job is processing, see Work with jobs.

The status icons in the Sync security dialog box indicate the current state of each group that needs syncing. Hover over the icon to view information about the status. If the Sync failed icon appears next to a group name, an error occurred in the RPF while the syncing job was processing. You must sync the group again to resubmit the job for processing. Otherwise, your changes will not take effect.

To sync security:

On the Case Home page, under Security, click Security Overrides.

Click Sync security.

Note: The Sync security option appears only when security needs to be synced.

Only groups that need to be synced appear in the Sync security dialog box. Select the check box next to the groups that you want to sync.

Note: If other groups in the list are currently syncing or scheduled to sync, you must wait for them to finish before syncing more groups. You can check the progress of In progress and Sync scheduled security jobs by opening and closing the Sync security dialog box until the group name no longer appears.

Click OK.