Setting PIN Policy Priority - DeficiencyPop - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Premier - Standard - external - Premier - Standard

DeficiencyPop

Platform
OnBase
Product
DeficiencyPop
Release
Foundation 23.1
License
Premier
Standard

After you have created and configured all necessary PIN policies, you must define the default PIN policy for your OnBase solution. The default PIN policy applies to all User Groups in your OnBase solution, unless an override is applied in User Group configuration.

After defining the default PIN policy, you must also define the order of precedence that PIN policies are applied to users. The order of precedence is used to determine which PIN policy to use when a user is associated with multiple PIN policies. A user can be associated with more than one PIN policy if the user belongs to more than one User Group.

To define the default PIN policy and order of precedence in the PIN Policies dialog box:

  1. Select the PIN policy that you want to be the default PIN policy for your OnBase solution.
  2. Click the Set System Default PIN Policy button:
  3. The selected PIN becomes the default PIN policy for your OnBase solution:
  4. Verify the PIN policies are listed in the proper order of precedence from highest to lowest.
  5. To increase or decrease the precedence of a PIN policy, select the policy and use the following buttons:
  6. After configuring the order of PIN policy precedence, click Close to save the order and close the PIN Policies dialog box.