Sometimes you will need to protect the content of a record so that only you and the people to whom you wish to grant access can view it. This can be done by restricting access to a record. This feature is available to Managers or Power Users who have been granted access to this configuration by a Manager. Records can be classified as Public, Restricted or Private.
Public: By default, records are available for all Edi users to view
Restricted: This option only allows for selected people to be able to access the record. Users are notified when they are granted access to a record or have their access removed.
Private: This option restricts access to the record so that only the user who made the record private can access it. Private records will not appear among the search results when users search for files or records within Edi.
In order to restrict access to a record:
1. Open a record and click the padlock symbol or the three dots > Manage Record Access
You can also right click > Manage Access from the Records Directory
2. Select Public, Restricted or Private. If you select the Restricted option, add the email addresses of the user(s) you will grant access to the record or select the group of users who can access the record.
3. Click Save
Restricted records will appear with the following icon
Private records will appear with the following icon
Public records will appear with the following icon
4. All set!