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


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.