To set security options for a meeting:
-
Select the Security tab.
-
On the Security tab, select OnBase user groups from the User Groups pane and configure security settings for the meeting type in the Security Settings pane. The following security settings are available:
Meeting Rights
Description
Administrator
The selected OnBase user group will have access to all meeting functions in the Agenda view and the Minutes view. They will also have the ability to override items that have been provided with a read-only status. Essentially, the Administrator status provides a user group with super user abilities to perform any and all actions in Agenda.
None
The selected OnBase user group will not have access to the meeting type.
The meeting type will be hidden from users.
View Meeting List Only
The selected OnBase user group will have the ability to view meetings belonging to this meeting type in the meeting list, but not view the meeting details.
Read\View Meeting Details
The selected OnBase user group will have the ability to view meetings belonging to this meeting type. User groups must have this option selected for each meeting type that is to be downloaded into Agenda To Go.
Write\Edit Meeting Details
The selected OnBase user group will have the ability to create and edit meetings belonging to this meeting type.
This level of access includes the ability to accomplish all of the functionality described in the Usage chapter, with the exception of closed session items.
Closed Session Access
The selected OnBase user group will have access to closed session items that are part of the meeting type.
Users with Write\Edit Meeting Details access and Closed Session Access will be able to mark items as closed session.
Delete Meeting
The selected OnBase user group will have the ability to delete a meeting from the meeting list. If this option is not selected, the Delete icon on the Meeting screen is not active.
Users must have Write\Edit Meeting Details in order to be able to delete meetings.
Generate/Add Meeting Document
The selected OnBase user group will have the ability to generate and add meeting documents to meetings in the agenda list. If this option is not selected, the Generate Document icon on the Meeting screen is not active.
Users must have Write\Edit Meeting Details in order to be able to generate and add meeting documents.
Add Meeting
The selected OnBase user group will have the ability to add a meeting to the meeting list. If this option is not selected, the New Meeting icon on the main Agenda screen is not active.
Users must have Write\Edit Meeting Details in order to be able to add meetings.
Publish Meeting
The selected OnBase user group will have the ability to publish and unpublish meetings and meeting documents for public viewing. If this option is not selected, the Publish icon on the Meeting screen is not active.
Users must have Write\Edit Meeting Details in order to be able to publish/unpublish meetings.
Agenda Item Rights
Description
Agenda Item Search
The selected OnBase user group will have the ability to access the Agenda Item Search tab.
Edit Other's Items
The selected OnBase user group will have the ability to edit items created by other users.
Create Agenda Items
The selected OnBase user group will have the ability to create Agenda Items. This privilege also allows users with View or Write\Edit privileges to edit Agenda Items assigned to a meeting, as long that meeting is due to occur in the future.
Note:Once an agenda item has been created and associated with a meeting, it can only be deleted by users with the Write\Edit privilege.
Find Other's Items
The selected OnBase user group will have the ability to find items created by other users.
This option is available only if the Agenda Item Search option has been selected.
Edit Read Only Items
The selected OnBase user group will have the ability to edit items that have been set to read-only.