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
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
- 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.