Granting User Groups Rights for Configuration and Processing - Advanced Capture - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Advanced Capture

Platform
OnBase
Product
Advanced Capture
Release
Foundation 22.1
License
Standard
Essential
Premier

In order to perform Advanced Capture processing on a document or batch of documents, or to route documents to the Awaiting Ad Hoc Advanced Capture batch status queue when a user's workstation is not registered, a user must belong to a User Group that has been given the Advanced/Intelligent Capture product right.

In order to create, modify, or delete Advanced Capture forms and associate Advanced Capture forms to existing documents, a user must belong to a User Group that has been given both the Advanced/Intelligent Capture product right and the Document Imaging administrative processing privilege.

CAUTION:

Careful consideration should be taken when granting or restricting privileges or product rights to/from a User Group. For more information on User Group configuration, see the System Administration module reference guide or help file.

To assign the necessary rights for Advanced Capture configuration and processing to a User Group:

  1. From the OnBase Configuration module, click Users | User Groups /Rights. The User Groups & Rights dialog box is displayed.
  2. Select the User Group that is to be granted the rights from the User Group Name list and click Product Rights. The Assigning Product Rights for <User Group Name> Group dialog box is displayed.
  3. Ensure that the following options are selected:
    • Advanced/Intelligent Capture in the Registered Processing Products section.

    • Document Imaging in the Administrative Processing Privileges section.

  4. Click Save.