How to: Segment Document Access

Segmenting documents allows the right people to access the right documents.

To enable segmentation of documents, you must:

To make a document available to one or more app users, or app user groups:

  1. Login to Ubiquity 
  2. Click on your app entry 
  3. Click on App Users 
  4. Click access the Users or Groups sub-tab.
  5. Select the relevant user(s) or group(s) from the list, and click the Distribute Documents button.
  6. You will be redirected to a list of the available documents in your app.
  7. Select the document(s) you want to make available to the app user(s)/group(s) and click the Distribute button.

The permissions for the document will be updated, and the selected user(s)/group(s) will be able to access it in the app.

The permissions granted here will apply in addition to any other permissions that have been applied to the document, or a category in which it is available.

For example, permissions granted using the workflow in How to: Publish Content to Selected Individuals or Groups.

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