Adding security to the categories in a Meeting Book

You can add security to the categories in a Meeting Book, which restricts who can access the content and files. This topic describes how to secure the main categories and subcategories.

1. Edit a Meeting Book by selecting the arrow on the top right, and then select Edit from the menu.

2. Move down the page to view the categories. To add security, select the arrow next to a main category or subcategory name, and then select Security from the menu.

3. From the Add Users window, you can select who has access to the category. By default, every user who has access to the Meeting Book can view and open the files in each category. To add a group of users, select the User Categories tab, and then select Add next to the group name.

4. To remove a user category, so they cannot access the main category or subcategory, select Remove next to the group name.

5. To add a user, select the People tab. You can search for a user by entering their first and/or last name in the Search field.

   Note

   You can only view and select users who have access to the Meeting Book.

6. Select Add next to the user's name.

7. To remove a user, so they cannot access the category, select Remove next to their name.

8. To save your changes and secure the category, select Close.

   Note

   The system administrator can access the category, even if they are not included in the security list.

9. A Lock icon is visible next to the main categories and subcategories with security.