A customer recently asked ..

“Is there any way to segregate out what is seen there by default…example…I give the HR Director security to “publish” documents, and also IT Director has that same ability….but that means that both will be able to see each other’s All User tasks, right?

So I was wondering if there is a way to have the “publisher” only see the tasks that that “publisher” has assigned.”

Here’s our answer …

If you really want to segregate and secure the tasks away in this fashion, then we generally recommend putting DocRead into 2 separate SharePoint sites… e.g.

SITE A > —–> DOCS : IT Policies —–> GROUPS : ‘IT DocRead Publishers Group’, ‘IT DocRead Admins Group’

SITE B > —–> DOCS : HR Policies —–> GROUPS : ‘HR DocRead Publishers Group’, ‘HR DocRead Admins Group’

This also has other benefits because it allows you keep all of you content of a certain type ring-fenced into one site. In addition to this, all of the reporting will be separated out, so you won’t get IT tasks on the HR report and vice-versa.