07-09-2018 05:36 AM
goal is to allow employees to search only their own. I can get it to work if I do it on a user level, but how do I use their employee ID on a group level? I want to set it up as employee ID, but static would be to on e employee. I don't know how the "username" feature would work.
07-11-2018 04:40 AM
No problem Justin!
You are correct, the "<< User Name >>" option pulls directly from the User Names and Passwords dialog in Configuration. For Individual exclusions you would have to set the security Keyword at the User Level.
You would simply select the "Cougar ID" Keyword from the Keyword Type drop down list then enter the corresponding ID # Value for whichever User you are configuring the Security Keyword for.
This will allow the user with a Cougar ID of 123456789 to only see documents with a Cougar ID of 123456789.
Any user without a Security Keyword configured will be able to return all results.
Unfortunately setting something up at the User Group level would not work for what you are trying to do. It would work if everyone in a particular group had to see a subset of documents. Lets say there are 3 locations, North, South and West. If employees of a location should see the documents that are relevant to their work locale you would configure a location Keyword and set one for each user group. West Employees would get a "Location" Keyword of West and only be able to return documents containing that Keyword.
I hope this helps!
Thanks again for using the OnBase Community!
07-11-2018 07:56 AM
07-12-2018 10:04 AM
Find what you came for
We want to make your experience in Hyland Connect as valuable as possible, so we put together some helpful links.