Defining custom action access settings

Specify the access control settings for the custom action to determine which users have access to the custom action and their level of access.

1. Go to the Access section of a form.
2. To allow the item to inherit access roles from a parent item or library, select the check box in the Inheritance column of each role.
3. To select specific users or groups instead of using inheritance, click Grant Access for each role.
   1. Enter at least two characters in the Search field and then click Search.
   2. Select the required users or groups and then click Add.
   3. Click OK.
4. To grant access to virtual users, use the menu next to each Grant Access to select either:
   • Anonymous portal user
   • All authenticated portal users
   • All users
   • Authors
   • Owners
   • Creator