Applying security to an object

Create your record as required, then Save or Submit for Approval.

In MyDRO, choose either the My Work In Progress or Submitted for Approval tabs.

Click the Click the Edit icon Edit icon to edit your record.

Scroll to the Attached Files section at the bottom of the Edit screen. Click the yellow shield against the object which you want to restrict -

Click yellow shield

In the Lister and Viewer sections, choose the users and/or groups who should be able to view the object. It is preferable to choose groups rather than individual users, wherever practicable. Use the Control key to choose multiple selections -

Select security at user and group level

Select Save Changes

You will be returned to the Edit screen, where you can continue editing your record. When finished, click either the Save Changes or Submit for Approval buttons