Assigning User Groups to a Template - Records Management - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Records Management
Platform
OnBase
Product
Records Management
Release
Foundation 23.1
License
Standard
Essential
Premier

By default, after creating a folder template, it is available to all User Groups. To specify which User Groups should have access to the template:

  1. From the Folder Templates dialog box, select a template.
  2. Click User Group. The Assign Folder Template to User Group dialog box is displayed.
  3. Select the Restrict access to selected user groups option if it is not already selected.
    All User Groups in the Selected User Groups list are moved to the Available User Groups list.
  4. To grant certain User Groups access to the template, select one or more User Groups from the Available User Groups list and click Add.
    To restrict certain User Groups access from the template, select one or more User Groups from the Selected User Groups list and click Remove.
  5. Click Close when you are finished.