| Minimum Software Version | 7.15.0 |
| Solution(s) | Hearings ✓ Case Management ✓ Case Preparation ✓ |
This guide explains how to restrict access to folders or individual documents within Opus 2 so that only certain users or security groups can view them.
Important
This guide is intended for general end-users who need to understand or apply ACL. If you need advanced settings, please contact your Workspace Admin or System Admin.
What is Access Control?
Access Control (ACL) in Opus 2 allows administrators (and users with the necessary permissions) to set visibility rules for specific folders, documents, or transcripts. This ensures that only certain individuals or groups can view or modify those files.
Common Pitfall #1
If you will be adding restricted files to an active case, you must set up and apply Access Control before uploading materials to the workspace. Otherwise, any user will be able to access these documents upon upload.
Common Pitfall #2
Any user with the Administrate this workspace capability cannot be restricted from files or folders. To restrict these users, create and apply a Custom Role without the Administrate this workspace capability.
Step-by-Step Guide
- Identify the folder or document you wish to secure.
- From the Documents tab, locate the folder, document, or transcript needing restricted access.
- Open the Access dialog.
- Right-click the folder/document/transcript and select Access from the drop-down menu.
- The ACCESS dialog box will open, displaying the current settings.
- Switch from Default Access to Access Control List.
- Click on Default Access and select Access Control List.
- This enables you to assign access to specific user groups or individual users.
- Understand "Inherit from Parent."
- If Inherit from Parent is checked, the folder/document adopts the security settings of the root folder.
- If the parent folder has no ACL (the default), your selected folder will also have no ACL unless you uncheckInherit from Parent.
- Assign a Security Group.
- Go to the Security Groups tab within the Access dialog.
- Select the group(s) you want to have access by checking the corresponding box.
- If unsure which users belong to which group, consult Admin > Groups, or contact a System/Workspace Admin.
- Assign Individual Users.
- Open the Users tab to see a full list of users in the workspace.
- Check the box next to each user who should have access to this folder/document.
- Apply the Changes.
- Click Apply to confirm your settings.
- Opus 2 will display a small padlock icon next to any item that has ACL enabled.
- Apply to Subfolders and Documents (Optional).
- Select Advanced within the ACCESS dialog.
- Check Force changes to all documents and sub-folders if you want the same ACL applied throughout the parent folder structure.
- Click Apply to finalize.
FAQ and Additional References
- Managing Security Group Access: Security Groups (Workspace Admin Only)
- Setting Up Security Groups: Creating & Managing Security Groups (Workspace Admin Only)
This concludes the instructions for applying Access Control in Opus 2. If you have further questions, please contact your System Admin or Opus 2 Support.