Assigning Folder Privileges - Records Management - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Standard - Premier - Essential

Records Management

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

In User Group privilege configuration, you can specify the User Group's folder privileges. These privileges apply to all Folder Types the User Group has rights to access. To grant different privileges for each Folder Type, see User Group Configuration for Folder Types.

  1. In OnBase Configuration, select Users | User Groups / Rights.
  2. Select the User Group and click Privileges. The Assigning User Group Privileges dialog box is displayed.
  3. Under Folders, select the User Group's folder privileges.

    Available privileges are described in the following table:

    Folders

    Description

    Retrieve / View

    Allows users to retrieve and view folders within the File Cabinets window.

    Create

    Allows users to create folders in a file cabinet.

    Note:

    If a user creates a document in an auto-foldering Document Type, an auto-folder is created regardless of the user's privileges to create folders.

    Modify Keywords

    Allows users to view/add/modify/delete Keyword Values on folders.

    View Keywords

    Allows users to view Keyword Values on folders.

    Note:

    This option is automatically selected if the Modify Keywords privilege is selected.

    Modify Folder Contents Keywords

    Allows users to modify Keyword Values on child folders and documents using the Folder Contents | Keywords right-click options. Users must also have the Modify Keywords privilege for the current folder to use Folder Contents | Keywords options.

    This privilege allows users to modify Keyword Values on only the child folders and documents that the user has privileges to both view and modify Keyword Values on. If the user lacks either privilege on a child folder, then the user cannot modify Keyword Values on the child folder or its documents using the Folder Contents | Keywords options. Similarly, if a user lacks privileges to view or modify Keyword Values on documents within a folder, then the user cannot modify Keyword Values on those documents using the Folder Contents | Keywords options.

    Copy

    Allows users to copy folders configured as copyable. No Keyword Values are updated on copied folders.

    Move

    Allows users to move folders configured as movable.

    When a folder is moved, Keyword Values on the folder and its contents are updated according to the Keyword Values update rules for moved folders. To preserve accuracy, Keyword Values are updated regardless of a user's privileges to view and modify Keyword Values on the folder and its contents.

    For more information on the Keyword Values update rules for moved folders, see the Folders documentation.

    Delete

    Allows users to delete folders from a file cabinet and send them to Folder Maintenance.

    Add Documents

    Allows users to add documents to static and static/dynamic folders.

    Remove Documents

    Allows users to remove documents statically residing in a folder.

    CAUTION:

    Even without the Remove Documents folder privilege, users who have the Delete document privilege can send documents in folders to Document Maintenance.

    View History

    Allows users to view all actions performed on individual folders.

    The Folder History window is accessible from the OnBase Client, Web Client, and Unity Client.

    CAUTION:

    This privilege should be restricted if sensitive information about folders will be recorded.

  4. Under Client Features, select Folder Properties to allow the User Group to view information about the folder. A folder's properties include its Folder Type, usage and content settings, and user who created the folder.
    Note:

    Folder properties are unavailable in the OnBase Web Client. Folder properties are viewable only from the OnBase Client and Unity Client. For more differences between client applications, see Folder Feature Support.

  5. Click Save.