[VA] How to Set Up Attachment Type Security

Sensitive documents, such as paycheck stubs, can be restricted so only authorized users can access them.

Steps

1. Identify Attachment Types

   • Determine which Attachment Types (AT) require restricted access. Only ATs marked as Secured can have security applied.

   • Open DM Attachment Types and ensure the Secured box is checked for the relevant ATs.

2. Set Up Security Groups (Optional)

   • Open VA Security Groups if you plan to use group-level security.

3. Assign Security

   • Open VA Attachment Type Security.

   • In the Attachment Type field, select a specific AT using F4, or leave blank to apply access to all secured ATs.

   • Choose a specific Company Number or Across All Companies for global access.

   • Select whether the security applies to a User or Security Group.

   • Click Refresh.

   • Set the security level:

     • 0 – Allowed

     • 1 – None

     • 2 – Denied (user-level only)

   • Click Apply to save changes.

Only users or groups granted access will now be able to open attachments with the secured Attachment Type.