Grant users and administrators the appropriate privileges.
- In the OnBase Configuration module, select Users | User Groups / Rights.
- Select a User Group.
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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:
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View Revisions
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Internal Mail
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Retrieve/View
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Retrieve Dialog
DKT privilege:
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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.
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