Assigning Privileges - 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

Grant users and administrators the appropriate privileges.

  1. In the OnBase Configuration module, select Users | User Groups / Rights.
  2. Select a User Group.
  3. Click Privileges.

    The Privileges settings will depend upon your organization policies, roles, and responsibilities. The privileges in this table below are suggestions. Consult your system administrator for access to specific functions in the system.

    Note:

    Regardless of their Retrieve/View privileges in the Configuration module, all Reading Group members can view every document available in their respective Reading Groups.

    Role

    Grant the following Privileges (at a minimum)

    Reading Group members

    Internal Mail OnBase privilege

    Note:

    Any Reading Group administrators who will be adding documents manually need to have the View privilege for the Document Type.

    Approval Group members

    Internal Mail OnBase privilege

    Document Administrator

    OnBase privileges:

    • View Revisions

    • Internal Mail

    • Retrieve/View

    • Retrieve Dialog

    DKT privilege:

    • Document

    Note:

    The right to add or remove documents from a Reading Group is granted from the Reading Group configuration by the Reading Group administrator.

    Member Administrator

    Member DKT privilege

    Approval Administrator

    Approval DKT privilege

    Reading Group Administrator

    Member DKT privilege

    Internal Mail OnBase privilege

    Exam Administrator

    Exam Administrator. Will also need rights to SYS - HTML Forms document type for purposes of importing forms to use as exams.