Posted Tue, 21 Mar 2023 18:24:19 GMT by Daryl Foxhoven
Client has a file cabinet where they have 2 locations using the file cabinet (File Cabinet = Billing, Location = Tempe or Memphis).&#160; What the client would like is for us to provide a security profile that allows User from Tempe to be able to &quot;Search, View, Edit, and Store&quot; in the File cabinet Documents where Location = Tempe and &quot;Search, View ONLY&quot; Documents where Location = Memphis.&#160; Then Vice Versa for Memphis and Tempe Documents.&#160; Is this possible to do WITHOUT creating separate file cabinets or dialogs?<br> <br> Thanks!
Posted Wed, 22 Mar 2023 09:47:38 GMT by Simon H. Hellmann Toshiba Tec Germany Imaging Systems GmbH IT-Consultant Document Management Solutions
Hi Daryl,&#160;<br> <br> yes, that is completely possible. For this, you need to create index value profiles (Check the Knowledge Center&#160;<a href="https://help.docuware.com/#/home/62779/2/2">here</a> if you don't know how they work).<br> One easy solution would be as following:&#160; <ul> <li>Index Profile 1: Search and View permissions for documents where <em>location</em>=&quot;Tempe&quot;, assigned to a role &quot;Memphis&quot;</li> <li>Index Profile 2:&#160;Search and View permissions for documents where <em>location</em>=&quot;Memphis&quot; assigned to a role &quot;Tempe&quot;</li> <li>Index Profile 3: All permissions for documents where <em>location</em>=&quot;Tempe&quot; assigned to a role &quot;Tempe&quot;</li> <li>Index Profile 4:&#160;All permissions for documents where <em>location</em>=&quot;Memphis&quot; assigned to a role &quot;Memphis&quot;</li> <li>Custom Profile 1: Store permission assigned to roles &quot;Memphis&quot; and &quot;Tempe&quot; (or &quot;Default Organization Role&quot; instead)</li> </ul> No changes to dialogs or file cabinets are needed (except the permissions).<br> The custom profile is needed because Store permissions can not be assigned with an index profile. A User can either store documents into a file cabinet or can not do so – because at the time of storing the document, we do not know any index entries, so no index profile can apply.<br> <br> If you really need to configure it in a way that users from Memphis can not store documents for Tempe, you do need two store dialogs, both with a prefilled value in the read-only field <em>location</em>.<br> <br> Hope this helps.<br> <br> Greetings from Germany,<br> Simon H. Hellmann<br> DocuWare System Consultant

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