Enable filtering by batch user for a group - Manage Documents - Foundation 24.1 - Foundation 24.1 - Ready - Perceptive Content - external

Manage Documents

Platform
Perceptive Content
Product
Manage Documents
Release
Foundation 24.1
License

A group can view batches captured by batch users if granted the appropriate drawer privileges for the drawers for which the batches are targeted. To further limit groups to viewing only batches captured by specific batch users, complete the following steps.

  1. In Management Console, in the left pane, under Select Department, select Cross Department Settings from the list.
  2. In the left pane, click Groups.
  3. In the right pane, select the group you want and click Modify.
  4. In the Modify Group Profile dialog box, in the left pane, click Batch Users.
  5. Select Enable filtering by batch user.
  6. To add batch users to the list, complete the following substeps.
    1. Click Add.
    2. In the Select Users dialog box, under Available Users, select a user and click Add.
    3. Click OK when you finish adding batch users.
  7. Optional. To remove batch users from the list, complete the following substeps.
    1. Click the batch user.
    2. Click Remove.