Folder User Groups - Client - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Folders

Platform
OnBase
Product
Client
Release
Foundation 22.1
License
Standard
Essential
Premier

The User Groups tab controls User Group access to folders based on the selected Folder Type. To allow users to open a folder, you must assign their User Group privileges to view the Folder Type, its parent Folder Types, and its file cabinet. If a user lacks rights to the file cabinet or parent Folder Type in which a folder resides, the user cannot open that folder.

Note:

If you are updating a file cabinet Folder Type, updated User Group assignments are updated automatically to the associated file cabinet.

To configure User Groups for a Folder Type:

  1. In the OnBase Configuration module, select Document | Folder Types. The Folder Type dialog box is displayed.
  2. Select the Folder Type you want to configure from the folder tree and select the User Groups tab. A list of available and selected User Groups for the Folder Type is displayed.
  3. From the Available User Groups list, select one or more User Groups to assign to the Folder Type.
  4. Click Add. The selected User Groups are moved to the Selected User Groups list.
    Tip:

    You also can double-click a User Group from the Available User Groups list to move it to the Selected User Groups list.

    If you selected a child Folder Type, click Add All Assigned to Parent to assign all User Groups assigned to the parent Folder Type to the child Folder Type.

  5. Click Save.
    Note:

    In addition to assigning rights to the Folder Type, you must also assign users rights to view documents within the folder. Ensure Document Types and User Groups & Rights are appropriately configured for users who need access to documents inside folders.