The Workspace Users Tab - Collaboration - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Premier - Standard - external - Standard - Premier

Collaboration
Platform
OnBase
Product
Collaboration
Release
Foundation 23.1
License
Standard
Premier

You can configure workspace member rights for an individual member rather than each member inheriting the default rights configured when the workspace was created.

This can be configured in the Configure Workspace dialog box from the Workspace Users tab.

To configure workspace rights and options for an individual member:

  1. From the Available Users list, select a user name.
    Note:

    Available users are users already created in the Configuration module. If you need to assign a user that is not available, they must first be created in the Configuration module. See your system administrator for more information.

  2. Click the Add button to move the user name to the Selected Users list.
  3. Select the user from the Selected Users list.
  4. Click the Rights button. The Collaboration Rights dialog box is displayed.
    Note:

    If the workspace was configured to inherit the default settings of the template, some options may already be selected.

  5. Select member rights for the selected member. These options are the same options displayed on the Default User Settings tab when configuring default member rights for every member of the workspace.

    See the following topics for more information on these options:

  6. Click Save.
  7. Select the same user from the Selected Users list.
  8. Click the Options button. The Collaboration User Options dialog box is displayed.
  9. Select notification options for the selected member. The following options are available:

    Notification Option

    Description

    Someone has posted to the workspace

    Sends a notification to workspace members when a new Discussion Thread is added to the workspace.

    A document has been added to the workspace

    Sends a notification to workspace members when a new document is added to the workspace.

    Notify when the document is revised
    Note:

    This option is only available when the New Document Notification option is selected.

    Sends a notification to workspace members when a new revision of an existing workspace document is added.

    Note:

    Notifications are only sent if the document was revised from the OnBase Client. If the revision occurs in the Unity Client or the Web Client, no notifications are sent.

    Include the document in the notification
    Note:

    This option is only available when the New Document Notification is selected.

    Attaches the new document added to the workspace in the notification to workspace members.

    Note:

    Even if users are not permitted to view documents, if a notification is configured to contain documents, the user can open the document from the email notification.
  10. Click Save.