Configuring Security - Active Site

RecordPoint Security in the Active Site

For the Active site being managed, by default RecordPoint Security Configuration is disabled. This means that all users granted SharePoint permissions to the active site will have access to perform RecordPoint processes.

However, if RecordPoint Security Configuration is enabled. Administrators will then be able to create custom SharePoint groups and apply specific RecordPoint permissions to this group only. (Thus enforcing security across the active site and limiting RecordPoint functionality to those specified).

A full description and default permissions can be viewed through the UI under each user group. 

Configure RecordPoint security in the Active Site

Firstly, security must be enabled for the active site. This must be performed by the system administrator with access to this site. 

To enable security:

1. Navigate to Site Settings, under RecordPoint
2. Select Security Settings
3. Under Security access for RecordPoint, select Enable
4. A confirmation message will update with 'Enabled RecordPoint Security'.

To configure security for existing SharePoint groups

1. Navigate to Site Settings, under RecordPoint

2. Select Security Settings

   Note: To add users to a group, click View Users to be redirected to the SharePoint page for adding users
3. Select the User Group to configure
4. Permission levels form will pop up
5. Select the required permissions for this user group and click Submit to save.