Confidential Vendors Matrix

The Confidential Vendor Matrix enables you to specify which vendors should be flagged as confidential.  When a document is associated with a vendor in this matrix, the document will be flagged as confidential, thus restricting access to this document.  A user must be assigned to the "AP Confidential Documents" Security Group to have access to documents flagged as confidential.

To access the Confidential Vendor Matrix, select the Configuration Option from the Dashboard:

Then select "Matrix - Confidential Vendors" from the left vertical menu:

• To add a row to the matrix
  • Click "Add Row"  
  • Click "Edit" to edit the row that was just added
  • Fill in the fields
  • Click "OK"
  • Click "Submit" to save the changes

• To delete a row from the matrix
  • Click the checkbox next to the row(s) that should be deleted
  • Click "Delete Row"
  • Click "Submit" to save the changes

• To edit a row in the matrix
  • Click "Edit" on the row that needs to be edited
  • Modify the fields that need to be changed  
  • Click "OK"
  • Click "Submit" to save the changes