Assigning User Groups to a File Cabinet - Records Management - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Records Management
Platform
OnBase
Product
Records Management
Release
Foundation 22.1
License
Standard
Essential
Premier

Complete the following procedure to control User Group access to a specific file cabinet. To grant a User Group access to a file cabinet, you must assign the User Group access to both the file cabinet and the Folder Type on which the file cabinet is based.

  1. In Configuration, select Document | File Cabinets. The File Cabinets dialog box is displayed.
    Tip:

    If you know the file cabinet's Folder Type, you can also select the Folder Type from the Folder Type dialog box, right-click, and select File Cabinets.

  2. Select the file cabinet and click User Group.
  3. Select User Groups from the Available Groups list and click Add to move them to the Selected Groups list. To revoke a User Group's access to the file cabinet, select the User Group from Selected Groups and click Remove.
  4. Click Close.
  5. Click Close to close the File Cabinets dialog box.
    Now assign the same User Groups to the file cabinet's Folder Type.
  6. Select Document | Folder Types.
  7. Select the Folder Type on which the file cabinet is based.
  8. Click the User Groups tab.
  9. Add the User Groups you assigned to the file cabinet.
  10. Click Save.