We generate more content that ever before and securing it gets more important with scale. Automate your security by using the tips described here by using pre-existing user permissions within your organization to secure your sensitive data.

1. 3 Strategies to
Secure Content with
User Groups

2. What we’ll cover
Document Level Security
Page Level Security
How to implement security
based on:
Job position
Work groups
Geography

3. Most content is from
the OPIN blog

4. Manual Security is Broken
The pace of employee changeover
and content creation makes manual
updates unreliable.
Relying on an authoritative source
like Active Directory makes security
much tighter.

5. Manual Security is Broken
Risk increases as users grant
access at their own discretion.
User-dictated updates may not align
with corporate security protocol.

6. 2 Types of Security
Document Level Page Level

7. Document Level Security
Showing or hiding an entire
document for a user based
on their permissions

8. Document Level Security
When using Document Level
Security the document should not
contain any information the users
are not authorized to view.

9. Share this deck with
your Information
Security team!

10. Document Level Security
Example
Those processing payroll must see the
whole report since they need all of the
payroll information to perform their job.

11. Page Level Security
Restricting access within a
document based on page content.

12. Why is Page Level Security
Helpful?
1. Keep sensitive data safe
2. Remove unhelpful content
(more content isn’t always good)

13. 3 Strategies for
Implementing Security
Secure by Job Position
Secure by Group
Secure by Region
3 STRATEGIES

14. Securing content by job position
lets you quickly give new hires
or transfers access to
relevant content.
Secure by Job Position

15. Only showing content relevant
to the employees job promotes
security & the bloat doesn’t get
in the way of finding what they’re
looking for.
Secure by Job Position

16. Job Position Example
A member of the accounts
payables team has access to
all payables reports.

17. Like this deck?
Checkout our blog
for more document
security content!
OPIN.com/blog

18. Take Away
Only showing reports that relate
to a person’s job function keeps
unwanted viewers at bay and makes
it easier to find helpful information.

19. A category for multiple
job positions with in a
functional group.
Secure by Groups

20. Group Example
Business analysts are part of the
marketing group and they should see
all of the marketing group’s content
in additional to what is shown to
anyone who is a Business Analyst.

21. Take Away
Groups help you go beyond job
position to provide a wider set of
content to a larger number of people.

22. Distributed offices and global
teams means some content
is only relevant to specific
geographies
Secure by Geography

23. Having access to information
from many geographies can
make it too easy to look at
the wrong report, and provide
incorrect information.
Secure by Geography

24. Limiting what content is
accessible reduces these errors
and makes locating the correct
information easy.
Secure by Geography

25. Geographic Region Example
The sales mangers for the Northeast and
Midwest regions of the US only have access to
their respective region’s reports.
The North American Sales Manager should see
all reports for regions in North America though.

26. Take Away
Properly securing content by
geography reduces misinformation and
makes it easier to find the relevant data.

27. HOW DO
I START?
HOW DO
I START?

28. Find the document with
the biggest audience.
1:

29. 2:
Secure it at the document
level; only making it accessible
to relevant employees.

30. 3:
Find the document with
the smallest audience.

31. 4:
Secure it at the document
level to keep it hidden from
the masses.

32. 5:
Add more in-depth security by
limiting which pages employees
can see based on their
geography or other permissions.

33. DOWNLOAD
This is slide deck is
part of a larger ebook
on document security.