Security action for documents across all Module: Link, Update, and View

KB Article • 4/2/2026 • 3 min read

This article provides insights into the security actions related to documents across all modules, specifically focusing on linking, updating, deleting/ removing, and viewing functionalities. Four primary security actions are associated with documents: Link, Update, Remove, and View.

Link Feature

The Link feature enables users to add or link to a new document, whether by uploading it from a local source or by linking to an external document stored on OneDrive or another source.

Update Feature

The Update feature enables users to modify and edit documents.

View Feature

The View feature enables users to view the documents.

Remove Feature

The Remove feature enables users to delete or remove documents.

Different document tags for security actions like Link, Update, Remove, and View can be created for documents across all modules. The table below outlines the available security actions for various modules.

Some modules may require a single security action to perform multiple functions, while others may require individual security actions for each function.

Examples:

DMS (Document Management System)
- Add: This security action allows users to Link and Remove documents.
- Edit: This security action permits users to Edit documents.
- Inquiry: This security action lets users View documents.
Item
- Documents Tab Link: This security action allows users to Link, Update, and Remove documents.
- Documents Tab View: This security action allows users to View the document.
For the module Setup, a single security action Inquiry permits the performance of all functions: Link, Update, Remove, and View.

The table below presents the available security actions for documents across all modules. It provides a comprehensive list of document tags that can be used to perform the Security Actions for a specific module.

Module	Action Link	Action Update	Action View	Action Remove	WindowName
Document Management System (DMS)	Add	Edit	Inquiry	Add	w_DMS_ actions
Work Order	Documents Tab Link	Documents Tab Update	Documents Tab View	Documents Tab Link	w_wo_book_eu_main
Equipment	Documents Tab Link	Documents Tab Link	Documents Tab View	Documents Tab Link	w_eq_location_eu
Serial	Documents Tab Link	Documents Tab Link	Documents Tab View	Documents Tab Link	w_eq_serial_eu
Requisition	Link	Link	Inquiry	Link	w_req_line_documents
Item	Documents Tab Link	Documents Tab Link	Documents Tab View	Documents Tab Link	w_in_item_ book_eu_main
Supplier	Documents Tab Link	Documents Tab View	Documents	Documents Tab Link	w_po_supplier_book_eu_main
Resource	Link	Link	View	Link	w_re_book_main_tp_documents
Purchase order	Link	Link	View	Link	w_po_po_book_po_line_docs
Setup	Inquiry	Inquiry	Inquiry	Inquiry	w_validation_codes_documents
Event	Documents Tab Link	Documents Tab Link	Documents Tab Inquiry or Documents Tab Link	Documents Tab Link	w_eq_event_book_eu_main
Shipping Order	Documents Tab Link	Documents Tab Link	Documents Tab Link or Documents Tab Inquiry or Documents Tab View	Documents Tab Link	w_so_book_eu_main
RFQ Bid document	Link	Link	View	Link	w_rfq_line_documents
RFQ Line Documents	Link	Link	View	Link	w_rfq_line_documents
Invoice	Documents Tab Link	Documents Tab Link	Documents Tab Link or Documents Tab Inquiry or Documents Tab View	Documents Tab Link	w_iv_book_eu_main

To change the Security Actions, follow the steps outlined below:

Navigate to Security > Security Groups in the navigation pane. The Security Groups tab will open in the top bar.
Search for and select the desired Plant > Group ID in the grid.
Click the Window Access icon in the contextual panel to open the window for the selected Group ID on the right-side panel.
Select the desired Module from the drop-down menu, refer to the table for the action/window name, and search or filter it.
Click the Edit button, make the required changes, and click Save.