The settings under Default Folder Privileges detail how a user assigned to the selected User Group is allowed to interact with folders.
The following settings are available under Default Folder Privileges:
Changes to the User Group's page are not saved until you click Save.
| Folder Privilege | Description |
|---|---|
| View Folders |
Allows users to retrieve and view folders within the File Cabinets window. |
| Create Folders |
Allows users to create folders in a file cabinet. Note:
If a user creates a document in an auto-foldering Document Type, an auto-folder is created regardless of the user's privileges to create folders. |
| Folder Keyword Rights |
Controls the ability for users to view and modify Keyword Values on folders. The options in the Folder Keyword Rights drop-down menu include:
|
| Modify Keywords on Folder Contents |
Allows users to modify Keyword Values on child folders and documents using the Folder Contents | Keywords right-click options. Note:
Users must also have View or View and Modify selected for the Folder Keyword Rights privilege to use Folder Contents | Keywords options. This privilege allows users to modify Keyword Values on only the child folders and documents that the user has privileges to both view and modify Keyword Values on. If the user lacks either privilege on a child folder, then the user cannot modify Keyword Values on the child folder or its documents using the Folder Contents | Keywords options. Similarly, if a user lacks privileges to view or modify Keyword Values on documents within a folder, then the user cannot modify Keyword Values on those documents using the Folder Contents | Keywords options. |
| View Folder Properties |
Allows the users to view information about the folder. A folder's properties include its Folder Type, usage and content settings, and user who created the folder. |
| Copy |
Allows users to copy folders configured as copyable. No Keyword Values are updated on copied folders. |
| Move |
Allows users to move folders configured as movable. When a folder is moved, Keyword Values on the folder and its contents are updated according to the Keyword Values update rules for moved folders. To preserve accuracy, Keyword Values are updated regardless of a user's privileges to view and modify Keyword Values on the folder and its contents. For more information on the Keyword Value update rules for moved folders, see the Folders documentation. |
| Delete |
Allows users to delete folders from a file cabinet and send them to Folder Maintenance. |
| Add Documents |
Allows users to add documents to static and static/dynamic folders. |
| Remove Documents |
Allows users to remove documents statically residing in a folder. CAUTION:
Even without the Remove Documents folder privilege, users who have the Delete Any Documents privilege selected under Delete Rights can send documents in folders to Document Maintenance. |
| View Folder History |
Allows users to view all actions performed on individual folders. The Folder History window is accessible from the OnBase Client, Web Client, and Unity Client. CAUTION:
This privilege should be restricted if sensitive information about folders will be recorded. |