Types of Security

Different permissions are configured in different locations, depending on what they control. Please refer to the following table for a quick reference as to where a common permissions can be configured.

Tip: For a quick overview of Laserfiche security, see the Key Concepts topic.

Permission Application Location
Privileges Laserfiche Administration Console In the Users, Groups, Windows Accounts, or LDAP Management node, double-click a user or group. The Properties dialog box will appear. Click the Rights tab.
Feature Rights Laserfiche Administration Console In the Users, Groups, Windows Accounts, or LDAP Management node, double-click a user or group. The Properties dialog box will appear. Click the Rights tab.
Entry Access Rights Laserfiche Windows client Select the desired document or folder. From the Tools menu, select Access Rights. The Entry Access dialog box will appear.
Field Access Rights Laserfiche Administration Console From the Fields node, select the desired field. From the Action menu, point to All Tasks and select Security. The Field Security dialog box will appear. Make sure the Assign Rights tab is visible.
Template Access Rights Laserfiche Administration Console From the Templates node, select the desired template. From the Action menu, point to All Tasks and select Security. The Template Security dialog box will appear. Make sure the Assign Rights tab is visible.
Volume Access Rights Laserfiche Administration Console From the Volumes node, select the desired volume. From the Action menu, select Security. The Volume Security dialog box will appear. Make sure the Assign Rights tab is visible.
Security Tags Laserfiche Administration Console & Laserfiche Windows client

Assigning to a user, group, or Windows Account:

From the Users, Groups, Windows Accounts or LDAP Management node, double-click a user, group, or Windows Account. The Properties dialog box will appear. Click the Tags tab.

Assigning to a document or folder:

Select the desired document or folder. From the Action menu, select View Tags. The Entry Tags dialog box will appear.
Permission Application Location
Privileges Laserfiche web client managment page Under Accounts, click Windows Users/Groups, Laserfiche Users/Groups, or LDAP Users/Groups and click a user or group. Click the Rights tab.
Feature Rights Laserfiche web client managment page Under Accounts, click Windows Users/Groups, Laserfiche Users/Groups, or LDAP Users/Groups and click a user or group. Click the Rights tab.
Entry Access Rights Laserfiche web client managment page Select the desired document or folder. From the Tools menu, select Access Rights. The Entry Access dialog box will appear.
Field Access Rights Laserfiche web client managment page Under Metadata, click Fields. Click on the desired field and click on the Security tab. Make sure the Assign Rights tab is visible.
Template Access Rights Laserfiche web client managment page Under Metadata, click Templates. Click on the desired template. Click theSecurity tab. Make sure the Assign Rights tab is visible.
Volume Access Rights Laserfiche Web Administration Console Click Volumes and click on the desired volume. Click the Security tab. Make sure the Assign Rights tab is visible.
Security Tags

Laserfiche web client management page or web client

Assigning to a user, group, or Windows Account:

Under Accounts, select the appropriate option and click on a user or group. Click the Tags tab.

Assigning to a document or folder:

Select the desired document or folder. From the Action menu, select View Tags. The Entry Tags dialog box will appear.