Configuration Rights - System Administration - Cloud - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Essential - Standard - Premier

Cloud System Administration

Platform
OnBase
Product
System Administration - Cloud
Release
Foundation 23.1
License
Essential
Standard
Premier

The settings under Configuration Rights detail how a user assigned to the selected User Group is allowed to interact with functions related to configuration.

The following settings are available under Configuration Rights:

Note:

Changes to the User Group's page are not saved until you click Save.

General Settings
Configuration Right Description
Disk Group Configuration

Enables all the Disk Management (Disk Mgmt) functions from the Configuration main menu, except for End User License Acceptance(this is enabled with System Configuration rights).

Keyword Configuration

Enables the Keyword functions from the Configuration menu, as well as any AutoFill Keyword Set functionality available on import.

Document Configuration

Enables access to all Document functions from the Configuration main menu, as well as VB Scripts configuration.

Note:

Check this setting to activate the Overlay Settings right-click menu option when a document overlay is displayed.

Note:

Users with Manager or Administrator privileges have Document Configuration rights by default. Other users need to belong to a User Group with Document Configuration rights to be able to set and see Overlay Settings as a right-click option from a document search results list in the client.

Custom Query Configuration

The options within this drop-down menu enable access to Custom Queries configuration.

The options in the Custom Query Configuration drop-down menu include:

  • None: Users are unable to access Custom Queries.
  • Any Custom Query Type: Users may access any Custom Query Type.
  • Only Enforcing User Group Types: Users may access Custom Query Types except the By Keyword and Custom Written SQL Custom Query Types.
Process Configuration

Enables access to the Import menu, the Medical > HL7 menu, VB Scripts configuration, and all Help menu topics pertaining to processes in the Configuration module. Controls access to Visual Configurations under the Processing > COLD Configuration menu in the OnBase Client.

Printing Configuration

Enables access to Printing > Formats and Printing > Print Queues configuration.

Output Configuration

Enables advanced distribution functions.

System Configuration

Enables access to all functions in the Users menu, with the exception of User Names / Passwords and User Groups / Rights. This right also enables advanced system configuration functions available in the Utils menu.

Note:

Because this right enables access to Utils | Service Monitoring, a user without this right is not prompted to reset the cache of the Application Server upon exiting the Configuration module.

Translations

Enables access to Utils > Database Translations > Modify Translations.

Users/User Groups
Configuration Right Description
User Group Security

Enables access to all functions at the Users menu. This right allows for the assignment of rights and privileges for the User Group to which a user belongs. This option does not allow a user to configure Configuration Rights.

In the Unity Client, this right grants users access to the Tile Group Configuration layout and the User Groups button in the Users layout. For more information on these layouts, see the Unity Client documentation.

Configuration Rights Security

Provides the ability to assign Configuration Rights for the user group to which a user belongs.

The User Group Security right must be selected for this option to be available.

User Configuration

The options available in this drop-down menu allow access to the User Names/Passwords dialog box from the Users menu.

The options in the User Configuration drop-down menu include:

  • None: Users are unable to access User Names/Passwords.
  • User Account Admin: Enables all of the buttons in the User Names/Passwords dialog box. Also provides the ability to create and delete users that are in the same User Group or are not assigned to a User Group from the Admin context in the Web Client, or from the Users layout in the Unity Client.
  • User Update Admin: Enables all of the buttons in the User Names/Passwords dialog box except for the following:
    • Create
    • Import
    • Delete
    • User Templates
  • Password Admin: Enables only the following buttons in the User Names/Passwords dialog box:
    • Update Password
    • Unlock user
Limit Administrative Access

Limits administrative access for users with the User Group Administrator administrator option. When this option is enabled, the User Group is not accessible to User Group Administrators, unless they are a member of the User Group.

Note:

Users cannot be added to nor removed from User Groups configured with the Limit Administrative Access right through user import, even if the User Group Administrator is a member of the group.

Products
Configuration Right Description
Scanning Configuration

Enables access to all scanning and bar code configuration (Scan Queues and Bar Code Process), Scan Queues and Bar Code reports, OCR Formats, and Document Imaging Help.

Exception Report Configuration

Enables access to configuring and printing Basic Exception Reports, Advanced Exception Reports, and Exception Report Help.

Terminal Configuration

Enables access to Import > Configure Terminal, Terminal Emulation Reports, and Host Application Enabler Help.

Physical Records Management

Enables access to the Document > Physical Record Management sub-menus and the Physical Records Management Help.

Document Knowledge Transfer

Enables access to Document > Reading Group and the Document Knowledge Transfer Help.

Records Management

Enables access to Document > Retention Plans, Document > Retention Event, Users > Records Management Settings, and the Records Management Help.

Also controls the availability of the Records Management radio button in the Usage section of Document > Folder Types > Settings Tab and the availability of the Records Management tab in Document > Folder Types.

Medical Records

Enables access to the Medical menu, except for the HL7 entries. Also enables access to the Medical Records Managment Solution and Medical Records Release of Information Help.

Note:

For systems with a Release of Information license used in a standalone environment (such as a system without an HL7 license), this configuration right is labeled Release of Information instead of Medical Records.

Collaboration Templates

Enables access to Document > Collaboration Templates, Document > Collaboration Settings, and the Collaboration Help.

Field Application

Enables access to configure Field Applications for use in Unity Briefcase and the Integration for Netsmart Homecare.

System Folio

Enables access to create and configure system folios and add or remove reference documents. Users who are only granted this right cannot synchronize folios.

Report Services

One of the rights required for users in the selected User Group to access Report Services Configuration. See the Report Services documentation for more information.

Forms Designer

Enables access to the Unity Forms Designer from the Unity Client.

Full-Text Configuration

Enables access to Utils > Full-Text Search.

Combined Viewer Configuration Enables access to Document > Combined View Configuration. For more information on the suboptions for Combined Viewer Configuration, see the following table, titled Combined Viewer Configuration Suboptions
Workflow Configuration

The options available in this drop-down menu enable access to the Workflow menu, VB Scripts configuration, Business Rules Engine, and Workflow Help.

The options in the Workflow Configuration drop-down menu include:

  • None: Users are unable to access the Workflow menu, VB Scripts configuration, Business Rules Engine, and Workflow Help.
  • All Life Cycles: select this option to allow members of the selected user group to configure all available life cycles.
  • Assigned Life Cycles Only: select this option to allow members of the selected user group to configure only those life cycles that they have rights to access.

The following table details suboptions that are only available when the Combined Viewer Configuration right is enabled.

Combined Viewer Configuration Suboptions
Suboption Description
Assign any Combined Views

Allows users in the User Group to edit combined view types and assign users to those combined view types, regardless of whether the user belongs to a User Group that has been granted access to the combined view type.

Note:

This does not grant the user the ability to assign groups to which the user does not belong to combined views. The ability to assign non-member groups can only be achieved by making the user a User Group administrator.

Assign any View Tabs

Allows users in the User Group to edit View tabs and assign users to those tabs, regardless of whether the user belongs to a User Group that has been granted access to the tabs.

Note:

This does not grant the user the ability to assign groups to which the user does not belong to tabs. The ability to assign non-member groups can only be achieved by making the user a User Group administrator.

Assign any AutoFill Keyword Set

Allows users to assign any AutoFill Keyword Set to a combined view type regardless of whether the user has explicit permissions to access the AutoFill Keyword Set.

Assign Custom Query Type

Allows user to assign any custom query to a View tab regardless of whether the user has explicit permissions to access the custom query.

Assign any Document Type

Allows users in the User Group to assign any document types available to combined view types as an import document type.

Assign any Workflow Lifecycle Queue

Allows user to assign any Queue to a View tab, regardless of whether the user has explicit permissions to access the Lifecycle.

Assign any WorkView Class filter

Allows user to assign any WorkView Filter to a View tab, regardless of whether the user has explicit permissions to access the Filter.