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Setting Up VA Attachment Type Security

VA Attachment Type Security limits access to attachment types beyond form security—important for sensitive PR and HR documents.

Before you start​

  • Security administration is enabled in VA Site Settings.
  • Know which groups may see each attachment type.

Steps​

  1. Open VA Attachment Type Security.
  2. Select the attachment type.
  3. Prefer access across all companies (not one company at a time).
  4. Select security groups rather than individual users.
  5. Click Refresh to load the grid.
  6. Set Access to Allowed for each group/type that needs it.
  7. Click Apply.

Notes​

  • Restrict PR/HR attachment types tightly.
  • Group-level grants are easier to maintain than user-level grants.