Publication Date: 8/17/2026 Share Print

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Add a Security Profile to a TraxDoc Category

Right-click on a TraxDoc Category. Select ‘Add Security Profile.'

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Select a Security Profile from the drop down Selection Window.

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A window is displayed to select the TraxDoc Security access for the Security Profile. Select the required security access and click Save.

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Note: The security profile (group profile) is in System Administration/Explorer/Security Explorer.

All users who have the Adopted Profile will have the security that the user sets for the TraxDoc Category.

Refer to the System Administration Manual for information on the Security Explorer.

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For additional information, refer to the topic regarding how to Modify the TraxDoc Security Access for a Security Profile.

In This Section

Modify the TraxDoc Security Access for a Security Profile

See Also

TraxDoc Security Explorer

Add Users to a TraxDoc Category

Top of Page Publication Date: 8/17/2026 Share Print