Bulk Changes to Category User and User Group Assignments - Reporting Dashboards - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external

Reporting Dashboards

Platform
OnBase
Product
Reporting Dashboards
Release
Foundation 23.1
License

Changes to user and User Group assignments can be made in bulk to multiple categories. When users or User Groups are added in bulk, they are given read-only access to the category with no extra permissions.

To change the user and User Group assignments of multiple categories in the Administration area:

  1. Select Categories in the left pane under Configuration Items. The categories configured are listed in the right pane.
  2. Select the categories to change in the right pane and click Assign Users in the Actions ribbon group.

    The Assign Users window is displayed.

    Tip:

    To show only users, select Specific User from the drop-down list, and to show only user groups, select User Group from the drop-down list. To find a specific user or user group, type the first few letters of the name or the full name in the Find... field and the list is filtered accordingly. To show only previously selected users, select Only Show Selected Items at the bottom of the main pane.

  3. To select a user, move the cursor over that user's row and select the check box that is displayed.

    To remove a user's access, deselect the check box beside the user's name.

    Note:

    Access cannot be changed for the owner.

  4. Click Assign to save your changes. When users or User Groups are added in bulk they are given read-only access to the category with no extra permissions.