User Group Configuration for Folder Types - Records Management - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Essential - Standard - Premier

Records Management

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

To grant User Group members access to Folder Types, use the Assigning Folder Types dialog box. Users can view folders based on their assigned Folder Types. If the folders have parent folders, users also must have access to the parent Folder Types and to the file cabinets where the folders reside.

Tip:

Grant User Groups access to specific Folder Types through Folder Type configuration, where the relationships between parent and child Folder Types are represented graphically.

  1. In OnBase Configuration, select Users | User Groups / Rights.
  2. Select the User Group.
  3. Click Folder Types. The Assigning Folder Types dialog box is displayed.
  4. Select the Folder Types to assign to the User Group and click Add.
  5. Apply override privileges as needed. Override privileges change the User Group's privileges for the selected Folder Type only.
    1. From the Selected list, select the Folder Type(s).
    2. Select Override Privileges. The Privileges section becomes available.
    3. Grant or remove privileges as needed. For folder privilege information, see the section on assigning folder privileges in the Folders and File Cabinets documentation.
    The default behavior of override privileges depends on the Folder Type Permission Overrides setting under Global Client Settings. See the section on Global Client Settings for folder override privileges in the Folders and File Cabinets documentation.
  6. Click Close to save changes and exit.