User Groups & Rights for Custom Queries - 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

Access to Custom Queries is controlled by Custom Query Rights.

  1. In the Configuration module, select Users | User Groups/Rights.
  2. Select the User Group that will be assigned Custom Query rights.
  3. Click Custom Queries to open the Assigning Custom Queries for [User Group] dialog box.
  4. Assign one or more Custom Queries to the User Group.

    To assign one or more Custom Queries to the User Group, select the appropriate Custom Queries from the Available list and click Add.

    To remove one or more Custom Queries from the User Group, select the appropriate Custom Queries from the Selected list and click Remove.

  5. When the desired Custom Queries have been assigned to the appropriate User Groups, click Close.
    Note:

    User Groups can also be assigned rights to Custom Queries from the Custom Query Configuration dialog box. To access the Custom Query Configuration dialog box, from the Configuration module, select Queries | Custom Queries.

    CAUTION:

    Users with rights to a Custom Query can use the Custom Query to view Document Search Results lists, regardless of whether they have viewing rights to the documents. The members of a User Group with rights to a Custom Query cannot open documents belonging to Document Types that they do not have viewing rights to, but are able to view the list of documents and their Auto-Name strings in the Document Search Results list.