Views:
Question:
Which rights are needed to access each of the plugins shown on the Configurations page? 

Answer:
Requirements for each plugin are as follows;

General Section

Organization Settings
  • Required Role: Organization Administrator
  • Required Functional Right: None

Product Overview
  • Required Role: Organization Administrator
  • Required Functional Right: None

User Management
  • Required Role: None
  • Required Functional Right: Manage Users

Audit Reports
  • Required Role: None
  • Required Functional Right: View Audit Reports

Mail Services
  • Required Role: Organization Administrator
  • Required Functional Right: None

Text and Barcode Recognition
  • Required Role: None
  • Required Functional Right: Configure Text, and Barcode Recognition

Preconfigured Solutions
  • Required Role: Organization Administrator
  • Required Functional Right: None

Capture Section

Document Processing
  • Required Role: None
  • Required Functional Right: Configuring document processing

Forms
  • Required Role: None
  • Required Functional Right: Configuring Forms

Outlook Email
  • Required Role: None
  • Required Functional Right: Configuring Connect to Outlook


General Email

  • Required Role: None
  • Required Functional Right: Configuring Connect to Mail

Indexing Section

Indexing Assistance
  • Required Role: None
  • Required Functional Right: Configuring field masks, configuring select lists

Intelligent Indexing
  • Required Role: None
  • Required Functional Right: Configure Intelligent Indexing

AutoIndex
  • Required Role: None
  • Required Functional Right: Configuring Autoindex

Document Storage Section

File Cabinets
  • Required Role: None
  • Required Functional Right: Configure file cabinets

Document Relations
  • Required Role: None
  • Required Functional Right: Configure file cabinets

Deletion Policies
  • Required Role: None
  • Required Functional Right: Configuring deletion rules

Transfer
  • Required Role: None
  • Required Functional Right: Configuring document transfer

Synchronization
  • Required Role: None
  • Required Functional Right: Configure file cabinet synchronization

Collaboration Section

Notifications
  • Required Role: None
  • Required Functional Right: Configuring notifications

Request
  • Required Role: None
  • Required Functional Right: Configure request

Stamps
  • Required Role: None
  • Required Functional Right: Configure Stamp

Personal

Document Trays
  • Required Role: None
  • Required Functional Right: Configuring document trays

Integrations Section

Smart Connect
  • Required Role: None
  • Required Functional Right: Configuring Smart Connect

Web Services
  • Required Role: None
  • Required Functional Right: Configuring web services
Webhooks
  • Required Role: Organization Administrator
  • Required Functional Right: None

Data export
  • Required Role: None
  • Required Functional Right: DocuWare Export

FTP
  • Required Role: Organization Administrator
  • Required Functional Right: None

KBA is applicable for both Cloud and On-premise Organizations.