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 Workspace Options dialog box from the Users tab.
To configure workspace rights for an individual member:
-
From the Available Users list, select a user name.
Note:
Available users are users that are already created in OnBase. If you do not see a user listed in the Available Users list, see your system administrator.
-
Click the add button to move the user name to the Assigned Users list.
-
Select the user name from the Assigned Users list and click the Options button. The Collaboration User Options dialog box is displayed.
Note:If the workspace was configured to inherit the default settings of the template, some options may already be selected.
-
Select member rights and notification options for the selected member.
The following options are available:
Thread Option
Description
Read discussion threads
Allows members to read discussion threads in the workspace.
Reply to discussion threads
Allows members to reply to discussion threads in the workspace.
Post a new discussion thread
Allows members to create a new discussion thread in the workspace.
Document Option
Description
Add documents
Allows members to add documents to the workspace.
View documents
Allows members to view documents in the workspace. The following are considerations when granting the View documents right:
-
If a workspace member is granted the View documents right, the member can view documents associated with the workspace regardless of whether they have rights to the Document Type.
-
If a Discussion Thread was created at a document level, workspace members cannot view the documents associated with the document-level Discussion Thread if the workspace members do not have rights to view the Document Type.
Remove documents
Allows members to remove documents from the workspace. Removing a document from a workspace does not remove the document from any other workspaces or from OnBase.
Modify documents
Allows members to modify documents in the workspace.
Note:If a user has the right to modify a document outside of the workspace, that user can modify the same document within the workspace even if the Modify documents option is not selected.
Notify Member 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
Sends a notification to workspace members when a new revision of an existing workspace document is added. This option is only available when the A document has been added to the workspace option is selected.
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
Attaches the new document added to the workspace in the notification to workspace members. This option is only available when the A document has been added to the workspace option is selected.
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.
Administration Option
Description
The member has administrative rights
Configures administration rights to new workspace members for documents, WorkView objects, and discussion threads.
If this option is selected, all other rights in the dialog box are automatically selected for workspace members. You cannot deselect an option if it was automatically selected when the New members have administrative rights option was selected
Workview Option
Description
Add WorkView objects
Allows members to add WorkView objects to the workspace.
View WorkView objects
Allows members to view WorkView objects in the workspace.
Remove WorkView objects
Allows members to remove WorkView objects from the workspace.
-
- Click Save. Repeat this process for any additional members.