Organization

Once installed, the Document Management solution provides administrators and users with a Global organization to log into (with assigned permissions). Customers can rename this Global organization to their company name and address which will eventually display on system report headers. Administrators can then create additional organizations for specific purposes and users.

User Rights

The following rights must be assigned to a user for that user to manage or view organizations:

Rights Description

ORG_MANAGE

Allows administrators to add new objects, modify existing objects, or delete objects.

ORG_VIEW

Allows a user to access and view objects.

UMG_VIEW

Must be assigned to the administrator along with the Organization right to access the Organization objects.

NOTE: See Rights Groups for more information on assigning rights groups to users.

See Also

Renaming the Global Organization

Setting Up Holidays

Setting Up Non Business Days

     

 

 
Friday, March 20, 2020
12:36 PM