Configure a restricted caller access privilege

task australia Updated Sep 10, 2026 1 min read config-rca-privilege.md
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Configure a restricted caller access privilege for the document templates application with a global scope to allow the legal matter application to perform read operations.

Before you begin

Role required: admin

Procedure

  1. Navigate to All > System Applications > Application Restricted Caller Access.

  2. Set the application scope.

    1. Select the Application scope icon ([Omitted image "application-scope-globe-icon.png"] Alt text: Application scope icon).

    2. In the filter navigator, search for and select Document Templates.

  3. In the Restricted Caller Access Privileges page, select New.

  4. Enter the following field values.

    Field Value
    Source Scope Global
    Application Document Templates
    Source Type Source Include
    Target Scope Document Templates
    Status Allowed
    Target Type Table: Document Templates
    Description Short description text.
  5. Select Submit.

Parent Topic:Configure Legal Hold Notification

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