User Group Configuration for Keyword Sets - 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

AutoFill Keyword Sets are a tool that can help make indexing documents faster and more accurate, but these sets may also contain sensitive or private user information, such as account numbers or social security numbers. A User Group's access to AutoFill Keyword Sets can be configured in the Assigning Keyword Sets for [User Group] dialog box.

  1. In the Configuration module, select User | User Groups & Rights.
  2. Select the User Group that should be assigned rights or that should lose rights to the AutoFill Keyword Set.
  3. Select Keyword Sets. The Assigning Keyword Sets for [User Group] dialog box is displayed.
  4. Assign a Keyword Set to the User Group or remove a Keyword Set from the User Group.

    To assign one or more Keyword Sets to the User Group, select the appropriate Keyword Set(s) from the Available list and click Add.

    To remove one or more Keyword Sets from the User Group, select the appropriate Keyword Set(s) from the Selected list and click Remove.

  5. When rights to all desired AutoFill Keyword Sets have been assigned to or removed from a User Group, click Close to exit the Assigning Keyword Sets for [User Group] dialog box and return to the User Groups & Rights dialog box.
    CAUTION:

    Any AutoFill Keyword Sets that were added to the system before the User Group security feature was added are available to all User Groups.