Configuring Document Type User Groups - System Administration - Cloud - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

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

The User Group settings configured for a Document Type determine the availability of retrieved documents to the logged in user.

  1. In the Configuration module, select Document | Document Types.
  2. Click User Group on the Document Types dialog box. The User Group Assignment dialog box is displayed:
  3. From the Available User Groups list, select the User Groups that will have access to the Document Type and click Add. The selected User Group(s) appear in the Selected User Groups list. To remove a User Group's access to the Document Type, select the User Group in the Selected User Groups list and click Remove.
  4. When all User Groups have been assigned, click Close.