Publish

Publishing a record is accomplished by adjusting the privileges of different groups to view the record.

Publish records

  1. To adjust privileges navigate to Contribute ‣ Editor board

    ../../_images/editor_board1.png

    Editor board

    Note

    The contribute menu requires editor permission, talk to your administrator if you require increased access.

  2. Use the checkboxes to select more than one record, and choose Update privileges.

    ../../_images/publish_records.png

    Update privileges for selected records

  3. Adjust the privileges for viewing and downloading record content.

    ../../_images/update_privileges.png

    Allow record view and download

    Note

    You may only be able to adjust privileges for a limited set of groups you have access to.

  4. Apply the new privileges:

    • Add selected to add additional privileges

    • Replace by selected to redefine set of privileges.

      Warning

      This option is to be used carefully as it can removes existing access. This is a popular way to lock yourself out of a record and require administrator assistance.

Publish record

  1. To update privileges when viewing a record select Mange record ‣ Privileges from the toolbar at the top of the page.

    ../../_images/manage_record.png

    Manage record

  2. Adjust the privileges for viewing and downloading record content.

    ../../_images/record_privileges1.png

    Allow record view and download

    Note

    You may only be able to adjust privileges for a limited set of groups you have access to.

  3. Use Replace by selected to redefine set of privileges.

    Warning

    This option is to be used carefully as it can removes existing access. This is a popular way to lock yourself out of a record and require administrator assistance.

  4. Tips and tricks for publishing a record:

    • From the Contribute ‣ Editor board use the Publish button on an individual record.

      ../../_images/publish_record.png

      Record privileges