Configuration Rights - Document Distribution - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external

Document Distribution
Platform
OnBase
Product
Document Distribution
Release
Foundation 23.1
License

In order to be able to configure fax configuration, the user group, to which the user belongs, must be granted to Output Configuration right. For more information, see the User Group Configuration for Configuration Rights topic in the Configuration module's documentation.

To assign product rights:

  1. Within the Configuration module, select User | User Groups & Rights to display the User Groups & Rights dialog box.
  2. Type the new user group name in the field or highlight an existing one from the User Group Name list and click the Product Rights button.
  3. On the Assigning Product Rights for [group name] Group dialog box, select Document Distribution option in the Administrative Privileges section of the dialog box. This allows for all Document Distribution dialog windows (Delivery Template, etc.) to be available for the user in the OnBase Client. This also enables access to the Customer Information dialog box from the Admin menu in the OnBase Client or from within Administration in the Unity Client File menu.
  4. Click Save.

    To assign privileges:

  5. Within the Configuration module, select User | User Groups & Rights to display the User Groups & Rights dialog box.
  6. Type the new user group name in the field or highlight an existing one from the User Group Name list and click the Privileges button to display the Assigning User Group Privileges for [user group] dialog box.
  7. Select the Customer Information option in the Client Based Products section of the dialog box. This allows for a user to have access to all Customer Information for Document Distribution.
    Note:

    In order to create Distribution Recipients in the Web Client, the Customer Information privilege must be granted. Granting the Document Distribution Administrative privilege will not grant access to this in the Web Client.

  8. Click Save.