---
title: Secure documents
description: Add an extra layer of security on documents that are linked to a case. Grant access to documents with sensitive or private data to groups, users, user criteria or roles.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/employee-service-management/agent-workspace-for-hr-case-management/add-document-aws.html
release: australia
product: Agent Workspace for HR Case Management
classification: agent-workspace-for-hr-case-management
topic_type: task
last_updated: "2026-03-12"
reading_time_minutes: 1
breadcrumb: [Using the More icon in Agent Workspace for HR Case Management, Using Agent Workspace for HR Case Management, Agent Workspace, HR Service Delivery, Employee Service Management]
---

# Secure documents

Add an extra layer of security on documents that are linked to a case. Grant access to documents with sensitive or private data to groups, users, user criteria or roles.

## Before you begin

Role required: sn\_hr\_core.case\_writer

**Note:** Confirm that the Document Management \[com.snc.platform\_document\_management\] plugin is installed.

## Procedure

1.  Navigate to **All** > **Agent Workspace for HR Case Management**.

2.  From Lists, select an HR case.

3.  Navigate to **More** > **Documents**.

4.  Select the required document.

5.  Review the following tabs to perform the necessary actions.

<table id="table_mjz_tr1_pzb"><thead><tr><th>

Tab

</th><th>

Steps

</th></tr></thead><tbody><tr><td>

Details

</td><td>

Change the access settings from **By referenced** records to **Sharing Permissions**.**Note:** This is a mandatory step.

</td></tr><tr><td>

Role Permissions

</td><td>

To grant access to a document based on a role:1.  Select **New**. The Role Permissions modal opens.
2.  In the **Permission** list, select **Reader** or **Writer**.
3.  In the **User Role** field, select a value.
4.  Select **Save**.


</td></tr><tr><td>

User Criteria Permissions

</td><td>

To grant access to a document based on user criteria:1.  Select **New**. The User Criteria Permissions modal opens.
2.  In the **Permission** list, select **Reader** or **Writer**.
3.  In the **User Criteria** field, select a value.
4.  Select **Save**.


</td></tr><tr><td>

User Permissions

</td><td>

To grant access to a document based on user permissions:1.  Select **More**.
2.  Select **User Permissions**.
3.  Select **New**. The User Permissions modal opens.
4.  In the **Permission** list, select **Reader** or **Writer**.
5.  In the **User** field, select a value.
6.  Select **Save**.


</td></tr><tr><td>

Group Permissions

</td><td>

To grant access to a document based on group permissions:1.  Select **More**.
2.  Select **Group Permissions**.
3.  Select **New**. The Group Permissions modal opens.
4.  In the **Permission** list, select **Reader** or **Writer**.
5.  In the **User Group** field, select a value.
6.  Select **Save**.


</td></tr></tbody>
</table>