Define custom action access settings

Specify the access control settings for the custom action to determine which users have access to the custom action and their level of access.

Users and groups can be assigned the roles of user, contributor, draft creator, editor, manager, or reviewer.

To grant users or groups access to an item:

1. Go to the Access section of a form.

2. To allow the item to inherit access roles from a parent item or library, select the checkbox in the Inheritance column of each role.

3. To select specific users or groups instead of using inheritance, click one of the "Grant Access" buttons for each role.

   1. Enter text to search for in the Search field and then click Search. We must enter at least two characters to search for.

   2. Select the required users or groups and then click Add.

   3. Click OK..

4. To grant access to virtual users, use the drop-down next to each "Grant Access" button. We can select either:

   • anonymous portal user

   • all authenticated portal users

   • all users

   • authors

   • owners

   • creator

Parent Create a custom action

Previous topic: Define additional custom action properties