User Group Rights - DJDE Input Filter - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

DJDE Input Filter

Platform
OnBase
Product
DJDE Input Filter
Release
Foundation 22.1
License
Standard
Essential
Premier

Ensure that all users who will be using DJDE have all necessary User Group Rights.

Note:

This topic provides DJDE-specific User Group Rights only and is not intended to be a comprehensive guide for configuring User Group Rights. See the System Administration Module Reference Guide or Help file for detailed configuration information on User Group Rights.

To configure User Group Rights:

  1. In the Configuration module, select Users | User Groups/Rights.
  2. Select a User Group that will be using the DJDE and click Document Types. Assign all Document Types that will be processed to the User Group. Ensure you assign rights to users who will be processing documents, as well as viewing the documents that have been processed into OnBase.
    1. Select the Document Types or Document Type Groups on the left and click Add>>.
    2. When finished, click Close.
    3. Click Close to save and exit the Assign Document Types dialog box.
  3. With the User Group still selected, click Product Rights and select the Client and appropriate processor option in the Registered Processing Products section.
    • To allow the user group to purge batches, select the appropriate processor option in the Administrative Processing Privileges section.

  4. Click Save & Close.
  5. With the User Group still selected, click Privileges.
    • To give user groups the ability to generate Daily Reports for all DJDE processes, select the Create List Report check box.

      Note:

      Daily Reports are created using information from all DJDE process formats that have been configured to use the Accumulate Processing Information option. If this option is not selected for a process format, its information is not included in the Daily Report.

    • To allow user groups to view the documents from with the batch, click the Retrieve/View check box.

  6. Click Save & Close.
  7. With the User Group still selected, click Configuration Rights.
    1. To enable access to DJDE Processor from the Import menu in the Configuration module, select the User Group at the User Groups & Rights dialog box, and click the Configuration Rights button.
    2. Select the Process Configuration check box.
  8. Click Exit to close the User Groups & Rights dialog box.