User Group Configuration for File Cabinets - 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

Use the Assigning File Cabinets dialog box to grant User Groups access to file cabinets. Ensure the User Group also has access to the Folder Types on which the file cabinets are based; otherwise, the members cannot access folders in the file cabinet.

To assign file cabinet access:

  1. In OnBase Configuration, select Users | User Groups & Rights.
  2. Select the User Group.
  3. Click File Cabinets. The Assigning File Cabinets dialog box is displayed.
  4. Select the file cabinets to assign to the User Group.
  5. Click Add.
  6. Click Close to save changes and exit.
    Note:

    Rights to folders within the file cabinet must be assigned individually at the Assigning Folder Types dialog box or through Folder Type configuration.