How to: Segment Document Access

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

To enable segmentation of documents, you must:

• Enable App Users
• Add App Users
• Enable Groups
• (optional) Create Group (manual or profile-based)
• Upload Document 

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.