Creating User Groups - System Administration - Cloud - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Cloud System Administration
Platform
OnBase
Product
System Administration - Cloud
Release
Foundation 24.1
License
Standard
Essential
Premier

The User Groups page allows you to add User Groups to OnBase. User Groups are used to control the data each user can access within the document management system, as well as the system functionality the user can perform within Configuration and Client modules.

To create a User Group in the OnBase Administration Portal:

  1. From the sidebar, under Security, click User Groups.

    The User Groups page is displayed.

  2. Click Create User Group.

    The first page of the Create User Group wizard, the General page, is displayed.

  3. In the Name field, enter the name of the User Group.
  4. Click Next Step.

    The Members page is displayed.

  5. In the Users table, click a user to assign that user to the User Group or click Select All to assign all users to the User Group. Assigned users are displayed in the Assigned table.
    You may also filter the list of users by entering text in the Search Users field. Using the Select All option after filtering the list of available users allows you to assign multiple users to the User Group at once.
  6. To remove an assigned user from the User Group, click a user listed in the Assigned table. To remove all assigned users from the User Group, click Unselect All.
  7. Click Create User Group.

    A message is displayed stating that the User Group is created.

  8. Click View User Group to navigate to the newly created User Group's page and configure settings for the User Group. For more information, see Editing User Group Settings.

    Click Create Another User Group to begin creating an additional User Group.

    Click Done to return to the User Groups page.