Assigning and Managing User Groups for a Document Type - Administration Portal - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential - OnBase/Administration-Portal/Foundation-23.1/Administration-Portal/Administration-Portal-Configuration/Document-Type-Configuration/Assigning-and-Managing-User-Groups-for-a-Document-Type - 2023-09-11

Administration Portal
Platform
OnBase
Product
Administration Portal
Release
Foundation 23.1
License
Premier
Standard
Essential

User Groups may be assigned to a Document Type when it is created, and assigned User Groups may be edited from the Document Type's page. While on a Document Type's page, currently assigned User Groups are listed under the User Groups heading.

To edit a Document Type's assigned User Groups in the OnBase Administration Portal::

  1. Select the Document Type from the Document Types page.

    The Document Type's page is displayed.

  2. Near the User Groups heading, click Manage.

    The Manage User Groups dialog box is displayed.

  3. In the User Groups table, click a User Group to assign that User Group to the Document Type or click Select All to assign all of the listed User Groups to the Document Type. Assigned User Groups are displayed in the Assigned table.
    You may also filter the list of User Groups by entering text in the Search User Groups field. Using the Select All option after filtering the list of available User Groups allows you to assign multiple User Groups at once.
  4. To remove an assigned User Group from the Document Type, click a User Group listed in the Assigned table. To remove all of the assigned User Groups at once, click Unselect All.
  5. Click OK.

    The User Groups list on the Document Type's page updates to reflect the new User Group assignment.

  6. Click Save to save your changes to the Document Type's page.