Assigning Administrators to the Reading Group - Enterprise Web Access for Document Knowledge Transfer & Compliance - English - Foundation 22.1 - OnBase - Premier - external - Standard - Premier - Standard

Enterprise Web Access for Document Knowledge Transfer & Compliance

Platform
OnBase
Product
Enterprise Web Access for Document Knowledge Transfer & Compliance
Release
Foundation 22.1
License
Premier
Standard

In this step, you will assign Administrators for the created Reading Group. You will also assign the roles and privileges of each administrator.

  1. In the Reading Group Configuration dialog box, select a Reading Group and click Administrators.

    The Administrators dialog box displays:

    The Available Users pane lists existing OnBase users. The Selected Users pane lists users assigned to the Reading Group as administrators.

  2. Select the user(s) from the left pane and click Add. The selected users are added to the Selected Users pane.
  3. Select a user from the Selected Users pane.
  4. Select the Privileges to grant to the selected user.

    The Privileges are described in the following table:

    Privileges

    Description

    Document

    Grants rights to add and remove documents to and from the Reading Group.

    Note:

    If a Document Administrator also has Compliance privileges for one Reading Group, the user can email delinquent readers in all Reading Groups by selecting the All Reading Groups option in the Email Delinquent Users dialog box.

    Member

    Grants rights to add and remove Reading Group members to and from the Reading Group.

    Approval

    Grants rights to add and remove Approval Members to and from the Approval Group. Can also create, delete, and rename Approval Groups.

    Compliance

    Grants rights to view reader compliance with Reading Group document requirements and deadlines.

    Administrative Assistant

    Grants the right to acknowledge documents by proxy for other non-computer users. This function is only available in the OnBase Client.

    Exam Administrator

    Has the right to import exams and check exam responses.

  5. After selecting Privileges for each selected user, click Modify to save your selection(s).
  6. After assigning all administrators, click Close.
  7. To configure Approval Groups and Reading Group members, see DKT Usage and Administration.