Configuring Default Field and Template Security

When a new field or template is created, by default Laserfiche will assign certain rights for that field or template, in order to make it accessible. You can customize default field and template security to create new settings that will be applied whenever a field or template is created. For instance, you might want to grant additional rights to an administrators' group by default.

Default security makes use of a special designator called CREATOR. This is not an actual user, but a stand-in for the creator. of a template or field. When the field or template is created, the rights configured for CREATOR will be automatically applied to whichever user created the field or template.

To modify default field or template access rights

  1. Start the Laserfiche Administration Console.
  2. In the console tree, expand the desired Laserfiche Server item.
  3. Select the desired Laserfiche repository.
  4. If security has been enabled on that repository, log in as any user who has been granted the Manage Templates and Fields privilege for the specified repository.
  5. Select either the Fields node or the Templates node.
  6. In the Action menu, point to All Tasks and select Default Security.
  7. Configure default security as you would normal security. See Assigning Template and Field Access Rights for more information.

To modify default field or template access rights

  1. Open the web client management page. Sign in as any user who has been granted the Manage Templates and Fields privilege for the specified repository.
  2. Under Metadata, click Fields or Templates.
  3. Click the Default Security button. If you do not see the Default Security button, click More Actions to see more toolbar buttons.
  4. Configure default security as you would normal security. See Assigning Template and Field Access Rights for more information.