Secure HR case attachments

task australia Updated Sep 10, 2026 1 min read secure-doc-ckm.md

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

Before you begin

Role required: sn_hr_core.basic or sn_hr_core.case_writer

Procedure

Navigate to All > HR Case Management > All HR Cases.
Open an HR case that is assigned to you.
Select a document from the Documents related list.
In Access Settings, enable the Sharing Permissions option.

The following related lists appear. Perform the required actions:

Related list	Steps
Role Permissions	To grant access to a document based on a role:1. Click 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. Click Submit.
User Criteria Permissions	To grant access to a document based on user criteria:1. Click 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. Click Submit.
User Permissions	To grant access to a document based on user permissions:1. Click More. 2. Select User Permissions. 3. Click New. The User Permissions modal opens. 4. In the Permission list, select Reader or Writer. 5. In the User field, select a value. 6. Click Submit.
Group Permissions	To grant access to a document based on group permissions:1. Click More. 2. Select Group Permissions. 3. Click 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. Click Submit.

**Parent Topic:**[Work an HR case](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/employee-service-management/hr-service-delivery/t_CreateAnHRCase.md)

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---
title: Secure HR case attachments
description: Add an extra layer of security on attachments that are linked to a case. Grant access to attachments 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/hr-service-delivery/secure-doc-ckm.html
release: australia
product: HR Service Delivery
classification: hr-service-delivery
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Work an HR case, Use, Case and Knowledge Management, HR Service Delivery, Employee Service Management]
---

# Secure HR case attachments

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

## Before you begin

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

## Procedure

1.  Navigate to **All** &gt; **HR Case Management** &gt; **All HR Cases**.

2.  Open an HR case that is assigned to you.

3.  Select a document from the **Documents** related list.

4.  In Access Settings, enable the **Sharing Permissions** option.

    The following related lists appear. Perform the required actions:

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

Related list

</th><th>

Steps

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

Role Permissions

</td><td>

To grant access to a document based on a role:1.  Click **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.  Click **Submit**.


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

User Criteria Permissions

</td><td>

To grant access to a document based on user criteria:1.  Click **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.  Click **Submit**.


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

User Permissions

</td><td>

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


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

Group Permissions

</td><td>

To grant access to a document based on group permissions:1.  Click **More**.
2.  Select **Group Permissions**.
3.  Click **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.  Click **Submit**.


</td></tr></tbody>
</table>
**Parent Topic:**[Work an HR case](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/employee-service-management/hr-service-delivery/t_CreateAnHRCase.md)