If a user doesn't have the required security clearance, then they won't be able to see records that have been classified. For example, if a record has been classified as Top Secret, then:
- User 1 (Top Secret clearance) - can see and work with the record, following the usual SkyVault permission rules
- User 2 (Confidential clearance) - doesn't see the record
- You must have permissions to edit the record. This means having a Read and File permission on the record.
- You must have been given a security clearance higher than No Clearance (unless the record is set as Unclassified)
You also can't classify a record higher than your own security level. So if your classification clearance is Confidential, you can't classify a record as Top Secret.
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In the File Plan hover over a record and select More, then
Classify.
You can classify records using both Security Classification and Security Groups. You'll only see the classification options that you have security clearance for.
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Select a classification from:
- Top Secret
- Secret
- Confidential
- Unclassified
Tip: If you select Unclassified then the record will be available to all users. - Enter a classification agency, for example, government or other body (optional).
- Select one or more classification reasons from the list of available reasons.
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You can optionally set a Downgrade Schedule or a
Declassification Schedule.
Downgrade Schedule
Set a schedule for when the record will be downgraded, for example, from Top Secret to Secret. You can enter a specific date for the downgrade to take place, an event that means a downgrade should be considered, and instructions on how to carry out the downgrade. All of these are optional, but once you've entered a downgrade date, event, or both, you're required to enter instructions.
Declassification Schedule
Set a schedule for when the record will be declassified. These means setting its classification level to Unclassified. You can enter a specific date for the declassification to take place, an event that means declassification should be considered, and exemptions for when declassification shouldn't take place. All of these are optional.
Note: Downgrade and declassification schedules are not automated. Any reclassification needs to be done manually. -
Click security marks to apply them to the record, and again to remove them.
See How security controls work for more details.
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Click Classify.
The record now displays its classification level, and can only be seen by those with the required security clearance.
Tip: Records set to Unclassified with no applied security marks can be seen by all users.The classification reason and classification-related properties can be seen in the Properties when you preview the record.