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1. Page 153 of 257 Application Permissions Once System Level Permissions are defined you may define the Application Permissions Application level permissions provide the ability to control the user permissions on a per application basis as well as enhance security access to the application After you have defined the user or group system level and application permission selecting update enables the application configuration dialog User Name sysadmin Full Name ESpeed System User Permissions Conca Login Expiration Never Expires I Reset Password Next Login M Application Add M Application Delete M User Add M User Update M User Delete M Index Type Add Index Type Update I Index Type Delete M User List Add User List Update User List Delete M System Options Update M User Group Add M User Group Update M User Group Delete M Pre Sort Application M Pre Sort Person M InBox M System Reporting M Remove Session M ScanDox M Search Any User Checkout Search All Applications Checkout Hide iLink Update Prompt I Work Item List M Progression Studio M Reassign Tasks M Reassign Any Task M Priority Edit V Perform iLink Index Update Group A isyneragy created iSynergy provides the ability to define single application permissions or multi application level permissions Application Permissions Multi App Configuration ES Ml Select All M Bank Customer Files ALL IY Checks ALL Single Application I Credit Union Member Files ALL Permission2. Sere Workdiow Indem T Fiag wn Tools Eee E es User Comhguration swa OOOO oa eer Marre Fall iiare kember of Groupa Erna E alien alten anderson i E Amy McClain Amy McClain Temps Accounting amcclaing idatix com Note The selected User Permissions dialog displays 4 Navigate to Login Expiration iSynergy 3 11 Advanced User Manual Page 160 of 257 WiISYNERGY Admin Search Workflow Sat TEE q Routing Admin Tools User Name Amy McClain Full Name Amy McClain Login Expiration Never Expires E T Reset Password Next Login 5 Select the Drop Down Menu and choose the appropriate option BiSYNERGY Admi n bpearch Workflow Indexing Routing Admin ite User Name Amy McClain Full Name Amy McClain I Reset Password Next Login Disable Account 1 Day 1 Week 7 Days M Applicatiol 2 Weeks 14 Days 1 Month 30 Days index Add 3 Months 90 Days J6 Months 90 Days M Index TYP4 4 Year 365 Days Vv User List Never Expires Cabinet Mana Note If you wish to force the user to define a new password select Reset Password Next Login Bb iS YNE RGY Admin Indexing Routing Acimin Toots Search Work User Name Amy McClain Full Name Amy McClain Login Expiration Never Expires x LJ Reset Password Next Login 6 Select the Appropriate System Level Permissions iSynergy 3 11 Advanced User Manual Page 161 of 257 System Level Permissions lv Select All Applicati
3. granular mode of access control in iSynergy User Account Management At the most basic level a User account grants an individual Authentication and Entry privileges into isynergy Permissions assigned to a User account determine the access and functionality an individual has at his her fingertips when logged into iSynergy The basic configuration attributes of a User account include User name Full Name Email Address Cost Account password User Details Katie Grace Full Name Katie Grace Email Address katiegrace idatix com Cost Faszsword Contirm Password Username isynergy 3 11 Advanced User Manual Page 135 of 257 Group accounts in iSynergy lessen the task load of the system administrator The administrator can set permissions within Group accounts and subsequently assign User accounts membership in various Groups Rename Group Accounting Available Users Group Members Amy hiecClain ESpeed System Add Katie Grace Remove Add ll Remove All Update Delete Cancel Note This is a more effective approach than assigning permissions for each User account on an individual basis Group Account examples include Groups based on department membership Sales HR Customer Service Groups based on job scope and responsibility scanner operators data entry personnel analysts Supervisors etc Basic groups of users with limited permissions for identified types of dutie
4. select the download option and save it to a directory of your choice Promote Revision Provides the ability to make a previous revision the current version of a document Delete Revision Provides the ability to delete revisions from an application Manual Indexing Provides the ability to manually index a document Note This permission provides the ability to view the Indexing Menu option on the iSynergy Tool bar Upload File Provides the ability to upload a file while in iSynergy Note This permission is located in the Indexing Menu Provides the ability to view tags associated with a record isynergy 3 11 Advanced User Manual Page 159 of 257 Element Description Add Tag Provides the ability to add tags to one or many documents within a designated application Remove Tag Provides the ability to remove tags from a record as defined by the appropriate tag search Rename Tag Provides the ability to rename tags that are already associated with a record Select All Checkbox enables all permissions for all items under Cabinet Permissions Management System Management Account Management and Account Functionality Management User Permissions To add or modify User account permissions follow these steps 1 On the iSynergy Menu bar navigate to Admin gt User Configuration Note This User Configuration displays 2 Navigate to the Appropriate User 3 Click the desired User Access Key GISYNERGY Admin
5. spends on specific tasks 7 Tab to the Password text field and define the Users password ISYNERGY Admin i Taah Worddow TEE 8 Tab tothe Confirm Password text field and Renter the Password as defined in Step 7 Note Passwords are case sensitive Passwords must be unique and cannot be the same as the username BISYNERGY Admin Seach Workflow iSynergy 3 11 Advanced User Manual Page 142 of 257 9 Click the Add button to add the new User and his her details BiISYNERGY Admin Search Workflow inde TUD Note Select cancel if you do not wish to add the User details 10 The User Configuration dialog displays and the user has now been added to iSynergy Adding a User to a Group To add a User to a Group follow these steps 1 On the iSynergy Menu bar navigate to Admin gt Group Configuration 2 Select the Group Name Note The Group Name dialog window displays 3 Select an Available User iSynergy 3 11 Advanced User Manual Page 143 of 257 Group Name Accounting Rename Group Accounting Available Users Group Members allen anderson 4 Select Add Rename Group Accounting Available Users Group Members Amy WeClain Note To make multiple selections use the Shift or Ctrl keys on your keyboard as appropriate 3 Click Update Rename Group Accounting Available Users Group Members Amy McClain To check the Group membership status of a User navigate to Adm
6. Advanced User Manual Page 156 of 257 Element Description Application Provides the ability to manage an application Management Note This permission provides the ability to utilize the Account Functionality Management permissions Account Functionality Management Permissions Account Functionality Management Permissions provide the ability to work within the Application These permissions are specific for user interaction with the documents stored in each unique isynergy Application Account Functionality Management I Route Application I Route Person I Indexing Edit I Indexing MultiEdit I Email T Query Save I Query Delete I Document History Report l Document Hard Delete Tl Document Soft Delete T Annotation View I Annotation Edit I Annotation Add Hide Redaction I Note Add I Note View I Print image IT Scan Image I Export I Show All Statuses I Edit Object Status I Annotation Edit Own T Revision Control T Document View Revisions I Undo Any Checkout I Download Document I Promote Revision IT Delete Revision I Manual Indexing I Upload File I Search Document Text T View Tag I Add Tag l Remove Tag l Rename Tag Element Description Route Application Determines if a user may route documents out of an application Route Person Determines if a user may route to a user s inbox from this application Indexing Edit Provides the ability to update index values Indexing MultiEdit Provides the ability to edit multi
7. Group and User Permissions Account management techniques allow an Administrator to control the levels of document access and permissions granted to individual Users and Groups of users working within iSynergy Assigning individual users as members of group account s is an effective way to ease account administration overhead Each user assigned to a group account inherits the permissions granted to the group For example a user assigned group permissions can have additional permissions assigned individually to his user account When working with a dynamic information database it is necessary to institute security measures of varying levels among Users within the system to ensure its integrity Within iSynergy it is possible to deny a User or Group access to an Application s or to limit functionality while within an Application Various Users may be granted access to Applications pertinent to their duties while being refused access to Applications outside the scope of their duties Additionally it is possible to grant a User or Group access to an Application while limiting access to particular Document types or Document statuses within the Application Similarly Index Level permission controls can be placed on sensitive Index fields to control i e prevent or enable visibility or edit capabilities for selected users By combining Application level Document level and Index level security approaches it is possible to create a highly
8. ILS Configuration I GeneralCapture ALL for the HR Application M Healthcare Claims via this link V HR M Invoices ALL Application level security is achieved by granting or restricting Application permissions Application level permissions can be assigned to both User and Group accounts If the account has permission to search an Application the Application is available from the Application Selector drop down menu in the Search Page If the Application has been restricted the User Group will not be aware that the Application even exists as it will not be visible in the Application Selector drop down menu iSynergy 3 11 Advanced User Manual Page 154 of 257 Element Description Application Names Provides a complete listing of all applications that are defined in isynergy Doc Level Permission Provides the ability to define security at the document level Note Document Level Security is selectively defined for each Application Navigate to Admin gt Applications Select the appropriate application and choose enabled document level security when appropriate ILS Configuration Index Level Security ILS provides the ability to secure specific Indexes within each application to prevent certain individuals or groups from viewing sensitive information or limiting their access unless they have the required permissions For example a sensitive HR Index field or Social Security Number might require permissions before access or use is allo
9. and click on its ILS Configuration icon shown below V Bank Customer Files ALL E F Checks ALL La W Credit Union Member Files ALL La I GeneralCapture ALL La Healthcare Claims e E 7 HR k La invoices ALL E e The ILS Configuration for the selected User Group name and Name of the Application cabinet appears along with a list of ILS activated Index fields for you to Restrict or Grant ILS permissions using the checkboxes Global Search o BEE GISYNERGY Admin Search Workflow Indexing Upload Routing User Hame mbank Full Hame Mike Bank Admin Tools Update cancel Index Level Permissions E Select All Click a checkbox to set checked box or reset unchecked box the permission e View Permission Allows the index e g SSN index to be viewed and searched e Edit Permission Allows the index e g SSN index to be changed Note the Select All checkbox can be used to set and reset both options with one click e After setting the appropriate permission checkboxes for all index fields in the list click the Update button to apply your ILS permission changes Note ILS permission settings affect All related iDatix products including iSynergy to ensure comprehensive permissions control iSynergy 3 11 Advanced User Manual Page 164 of 257
10. ch Any User Checkout I Search All Applications Checkout Tl Hide iLink Update Prompt I Work Item List I Progression Studio I Reassign Tasks Il Reassign Any Task l Priority Edit I Perform iLink Index Update Element Description Application Add Provides the ability to add an iSynergy Application Note This permission enables the Applications Admin Menu item as well as enables the Add New Application button the Application Configuration dialog Application Delete Provides the ability to delete an iSynergy Application Note This permission enables the Application Admin menu as well as enables the Delete button on the Edit Application dialog iSynergy 3 11 Advanced User Manual Page 149 of 257 Element Description User Add User Update Provides the ability to update a user account as well as update all System Level Permissions of another user Note In order to add a user to iSynergy you must have both the User Add and User Update permission Additionally in order to delete a user from iSynergy at the System Level you must have both the User Update and User Delete permission selected User Delete Provides the ability to delete an existing user account Note This permission words in conjunction with the User Update permission You must have both permissions selected in order to delete a user Index Type Add Provides the ability to add an index type Note This permission works in conjunction with the Index Type Update permiss
11. dmin Accounting Department Leads Progression Managers scanning Temps Note The Application Permission dialog window displays 3 Select individual checkboxes to grant specific permissions Note If you want to give all permissions choose Select All Permissions and click Update 4 Navigate to Application Permissions 5 Select the appropriate Application s the User Group need permission to access iSynergy 3 11 Advanced User Manual Page 138 of 257 Application Permissions Checks O Christmas GeneralCapture Healthcare Claims HR HR_Employee Vacations Invoices Mortgage Files Office Manager Patient Records Payroll PO Sales Orders Samples Scan_Test ScanDox Signature Cards Single Task Statements Tech Writer m fa o f e f e Ee Eje Eje Eje Ele Ele BBE BBEBBE BEE E Ml colert All 6 Select Update re 7 a Sl Admin Workflow earch Indexin Group Name Accounting Cabinet Management iSynergy 3 11 Advanced User Manual Page 139 of 257 Creating a New User Account To add a new iSynergy User follow these steps 1 On the iSynergy Menu bar select Admin gt User Configuration Z f 7 S Ai l J Dey Fiat Search Search Workflow Name Admin Applications Tools User Configuration Group Configuration E Index Types User Defined Lists Secunty Manager System Options Rubber Stamps Reporting Data Transfer Reset Synergy N
12. e the content underneath redaction annotations Note Add Provides the ability to View and Add new notes Note This permission is dependent on Note View Note View Provides the ability to View pre existing notes Note This Permission is necessary to also allow Adding of Notes Print Image Provides the ability to print an image This permission is not being used Export O Provides the ability to export a Document out of the iSynergy isynergy 3 11 Advanced User Manual Page 158 of 257 Element Description Show All Statuses Provides the ability to display searchable and unsearchable items that normally would not display based on search criteria Edit Object Status Provides the ability to allow a user to change an object status Annotation Edit Own Provides the ability to create edit or delete annotations that the user created This does not include annotations created by other users Use Native PDF Allows the user to view PDF documents within the native viewer This is Viewer typically used when users have full versions of Adobe Revision Control Provides the ability to check in out documents within the designated application Document View Provides the ability to review document revisions within a designated Revisions application Note This permission is dependent upon Revision Control being selected Undo Any Checkout __ Provides the ability to undo any checked out document Download Document Provides the ability to
13. er 3 Define the new User Details l User Details ene testuser2 Cd Full Mame festuser2 Email Address testuser2 idatix com Cost 20 0000 Password Confirm Password Update Delete Cancel 4 Select Update Note The user returns to the User Configuration screen iSynergy 3 11 Advanced User Manual Page 148 of 257 5 Navigate to and select the appropriate users Access Key User Configuration Search G0 Add User_ Access User Hame Full Name Member of Groups Email E allen allen anderson Accounting Invoice E Amy McClain Amy McClain Temps Accounting ameclain idatix com k testuser test user Progression Managers test idatix com cm testuser testuser2 testuser2 idatix com Note The User Permissions dialog displays for the selected user When a user is initially created System Level Permissions are not selected and only the currently created iSynergy Applications are displayed at the Application Level 6 Navigate to System Level Permissions Note Each System Level Permission has been defined in the below table T Application Add I Application Delete T User Add I User Update I User Delete I Index Type Add I Index Type Update I Index Type Delete I User List Add I User List Update I User List Delete I System Options Update I User Group Add I User Group Update I User Group Delete I Pre Sort Application I Pre Sort Person T InBox I System Reporting l Remove Session I ScanDox I Sear
14. in gt User Configuration page the group membership displays in the Member of Groups column iSynergy 3 11 Advanced User Manual Page 144 of 257 Removing a User from a Group To remove a User from a Group follow these steps 1 On the iSynergy menu bar navigate to Admin gt Group Configuration 2 Select the Group that contains the User you want to remove 3 Select the User you want to remove in the Group Members column Rename Group Accounting 4 Select Remove Rename Group Accounting Available 2 Group Members allen anderson a Amy McClain brianc Add Note The removed user is re added to the Available Users 5 Select Update Rename Group Accounting Available Users EEE Group Members Mike Kuhnsman Mortgage Login Mortgage Reviewer Patient Records Login 6 The selected user is removed from the Group Note To verify a User s removal from a Group load the User Configuration page to confirm the User is no longer included within the Group by viewing the Member of Groups column iSynergy 3 11 Advanced User Manual Page 145 of 257 Delete a User Account To delete a User account follow these steps 1 On the iSynergy Menu bar navigate to Admin gt User Configuration 2 Locate the user you want to Delete 3 Select the desired Username ISYNERGY Admin Search Workflow Indexr Routine Select the appropriate Conr re User Name Access User Name Full Name Member of Grou
15. ion User List Delete Provides the ability to delete a UDL Note This permission works in conjunction with the User List Update permission You must have both permissions selected to delete an iSynergy UDL System Options Provides the ability to update the system configuration options This Update option also allows users to modify settings within the Scandox profile configuration Note To modify the iSynergy System Options navigate to Admin gt System Configuration gt System Options User Group Add Provides the ability to create a new user group Note This permission works in conjunction with User Group update You must have both permissions selected to add an iSynergy User Group User Group Update Provides the ability to update a user group Note In order to update an iSynergy User Group you must have both the User Group Add and the User Group update permission Additionally to delete a User group you must have both the User Group and User Group Delete permission selected isynergy 3 11 Advanced User Manual Page 151 of 257 Element User Group Delete Pre Sort Application Pre Sort Person System Reporting Remove Session Description Provides the ability to delete a user group Note This permission works in conjunction with the User Group Update permission You must have both permissions selected to delete an iSynergy User Group Provides the ability for a user to access to the General Capture page and
16. ion You must have both permissions selected in order to add and update an index type Index Type Update Provides the ability to update an index type Provides the ability to create a new iSynergy user account Note This permission works in conjunction with the User Update permission You must have both permissions selected in order to create a new user Note In order to update an index type you must have both the Index Type Add and Index Type Update Additionally in order to delete an index type from iSynergy at the System Level you must have both the Index Type Update and Index Type Delete permission selected Index Type Delete Provides the ability to delete an index type Note This permission works in conjunction with the Index Type Update permission You must have both permission selected in order to delete an index type isynergy 3 11 Advanced User Manual Page 150 of 257 Element Description User List Add Provides the ability to create a UDL Note This permission works in conjunction with the User List Update permission You must have both permissions to add an isynergy UDL User List Update Provides the ability to modify a previously created UDL Note In order to update a UDL you must both the User List Add and the User List Update permission Additionally in order to delete a UDL in iSynergy at the System Level you must have both the User List Update and User List Delete permiss
17. konce application Navigate to the iSynergy Tool Bar and select Tools gt Scandox isynergy 3 11 Advanced User Manual Page 152 of 257 Element Search Any User Checkout Search All Applications Checkout Hide iLink Update Prompt Work Item List Progression Studio Reassign Tasks Reassign Any Task Priority Edit Perform iLink Index Update Description Provides the ability for a user to search checked out documents by other users via a drop down on the Search page Note When this permission is selected all users are displayed in the drop down plus an All option Provides the ability to search for a checked out document across all applications Note On the Search page for the Application drop down when enabled there will be an All option Selecting this option will display a search screen to allow the user to find a document check out across all applications TBD Provides the ability to view the Progression work items Provides the ability to access the Progression click once deployment option from the Tools Menu Provides the ability to reassign a Progression task that has been assigned to the logged in users account Provides the ability to reassign any Progression task that is assigned to any user or group Provides the ability to change priorities on workflow documents TBD 7 Define the appropriate user System Level Permissions 8 Select Update isynergy 3 11 Advanced User Manual
18. on Add Application Delete M User Update I User Delete M Index Type Update M Index Type Delete M User List Update M User List Delete M User Group Add M User Group Update M Pre Sort Application I Pre Sort Person M System Reporting M Remove Session M Search Any User Checkout I Search All Applications Checkout M Progression Studio M Reassign Tasks Priority Edit M User Add I Index Type Add M User List Add M System Options Update M User Group Delete M InBox M ScanDox M Work Item List M Reassign Any Task Note If all permissions in the aforementioned groups are to be given to the user click Select All 7 Navigate to Application Permissions and choose the appropriate Application Application Permissions Checks Christmas GeneralCapture Healthcare Claims HR HR_Employee Vacations Invoices Mortgage Files Office Manager Patient Records Payroll PO Sales Orders Samples Scan_Test ScanDox Signature Cards Single Task Tech Writer DS select Al M ea a Si a a ea ea I PO Ea ea el a a El a a a OO ALL ALL ALL ALL ALL ALL ALL ALL ALL ALL ALL ALL ALL ALL ALL ALL ALL ALL ALL ALL Note If all Applications are required for the user click Select All 8 Click Update iSynergy 3 11 Advanced User Manual Page 162 of 257 iSYNERGY Admin 7 Search Workflow i 2 g i in Tools User Name Amy McClain Full Name Amy McClain gt ee coe 9 Eyniratinn Never E
19. ote The User Configuration dialog displays Admin Wakiow indexing Search Routing Access User Name Full Name k allen allen anderson E AmyMcCizin Amy McClain Treg 2 Click Add User MA NE RGY Admin Seach Waoldiow inimingn Routes Access User Name Full Name allen allen anderson i Amy McCtair Amy WicGlain iSynergy 3 11 Advanced User Manual Audion Global Search Tools Raita 0 Add User Member ot Groups lernait Temps amcclaing idatix com Uhina kaonei bon Giodal Search Tools User Configuration Search 0 Aad user Member of Groups Email amns amoclaind idatix com Page 140 of 257 Note This User Details dialog displays Admin Geach Workflow Phe Ain Tooli 3 Tab to the Username field and define the Username BiISYNERGY Admin Search Workflow Indexinc Routine 4 Tab to the Full Name text field and enter the Users full name Admin Seach Waktow inde imig 5 Tab tothe Email Address text field and enter the Email Address iISYNERGY Admin Seach iSynergy 3 11 Advanced User Manual Page 141 of 257 6 Tab to the cost and define the hourly cost ISYNERGY Admin Seach Wakiow in Note This cost field is an optional field however if you are using the iDatix Business Automation Product Progression this cost field will be helpful for production reports to compute task costs by tracking the amount of hours an employee
20. ple indexes for multiple selected documents simultaneously Ema Provides the ability to send email with object attachments Query Save Provides the ability for the user to save a query Query Delete Provides the ability for the user to delete a saved query iSynergy 3 11 Advanced User Manual Page 157 of 257 Element Description Document History Provides the ability for system events history to be displayed with the Report Reporting functionality Document Hard Provides the ability for an object to be purged from system or true Delete deletion from storage subsystem Hard delete permission enables the group to view the iSynergy s Object Status field with soft deleted status i e X Document Soft Delete Provides the ability for an object to seem to be deleted from iSynergy but it is flagged i e X Object Status for purge from the system Annotation View Provides the ability to view any existing Annotations Annotation Edit Provides the ability to create edit or delete Annotations Note By default this permission also provides the ability to view the annotation s you have created Annotation Add Provides the ability to add edit and delete new annotations Note By default this permission also provides the ability to view the annotation s you have created Hide Redaction Provides the ability to hide a Redaction when a user selects the Hide Annotations Icon in the Viewer The user can then se
21. ps Ernail E allen allen anderson Amy iMcCiginf Amy McClain ameclain idat com Note The User Details dialog displays 3 Select Delete User Details Amy McClain Full Name Amy McClain Email Address amcclain idatix com Note A Windows Internet Explorer dialog window displays with the selected user name 4 Select OK Windows Internet Explorer iSynergy 3 11 Advanced User Manual Page 146 of 257 Permission Management Permissions granted to individual users or groups can be limited in nature or broad in scope depending on the various roles and the granted rights of the User Group For example it may prove prudent to limit permissions granted to data entry personnel They may need access to only one Application for data entry purposes Whereas Supervisors and Managers may be granted permissions allowing them to assign users to Group memberships that permit actions such as adding Applications and creating new UDLs isynergy permissions are defined initially at the System Level followed immediately by the Application level User Name Amy McClain Full Name Amy McClain User Permissions Update Cancel Login Expiration Never Expires v T Reset Password Next Login System Level Permissions E Select All M Application Add M Application Delete M User Add M User Update M User Delete M Index Type Add M Index Type Update I Index Type Delete M User List Add M User List Update M U
22. s and responsibilities System Administrators group with full permissions Note The rights and permissions granted to User accounts based on multiple memberships are cumulative iSynergy 3 11 Advanced User Manual Page 136 of 257 Creating a New Group To add a new Group to the iSynergy system follow the below steps 1 On the iSynergy Menu bar navigate to Admin gt Group Configuration Gb lo YNE RGY Search Search Workflow mg i ing Admin Tools Applications User Configuration Group Configuration Index Types User Defined Lists ae eee S Secunty Manager Check Number System Options Name Rubber Stamps Reporting Date Data Transfer Invoice Number O Reset iSynergy Note The Group Configuration dialog window displays 2 Select Add Group M iSYI Admin Search Workflow Indesir Router b Admin Tools JERGY Group Configuration gt ee Note A new text box displays under the existing isynergy Groups 3 Enter the New Group Name 4 Select Add Group k Department Leads E Pr j an E scanning Accounting 5 The newly created Group displays in the Group Configuration table iSynergy 3 11 Advanced User Manual Page 137 of 257 Accounting Add Group Modify Group Permissions To add or modify permissions of a Group account follow these steps 1 On the iSynergy Menu bar select Admin gt Group Configuration 2 Select the Group Access Key WISYNERGY A
23. ser List Delete M System Options Update M User Group Add M User Group Update M User Group Delete MV Pre Sort Application M System Reporting M Remove Session l ScanDox M work Item List M Progression Studio M Reassign Tasks M Reassign Any Task M Priority Edit M Search Any User Checkout M Search All Applications Checkout User group assignments Accounting ERR Application Permissions Multi App Configuration M Select all MV Checks ALL M GeneralCapture ALL V Healthcare Claims ALL V HR ALL V HR_Employee Vacations ALL re System Level Permissions iSynergy provides the ability to define system level role assignments to grant access to global tasks and permissions that apply to the isynergy system as a whole Each user and or group who requires access to isynergy should have a system level role assignment System Level Permissions can be thought of as defined rules that apply to the entire physical filing cabinet these permissions provide access to open specific cabinets and files within isynergy iSynergy 3 11 Advanced User Manual Page 147 of 257 To define a User or Group s System Level Permissions follow the procedure below 1 From the iSynergy Menu bar navigate to Admin gt User Configuration ISYNERGY Admin Search Workflow indexing Routing Admin Tools Applications Gr oup Configuration Note The User Configuration dialog displays 2 select Add User User Configuration Search Add Us
24. therefore whether or not the presort general capture option shows up in the menu Determines if a user may route to an inbox from General Capture The drop down allowing a user to select a user s inbox to route to is not present on the general capture page if the user does not have the System Level Permission to Pre Sort Application Provides the ability to access an inbox for a specified user Documents that are placed in an iSynergy user s inbox are available to be routed to either another iSynergy Application or another User or Group Note When a document has been sent to your inbox you will not be able to see the index fields and therefore you are unable to update them Any document that is placed in a users inbox must first go through manual indexing before it is submitted to an application Additionally selecting the Inbox permission provides the ability to access the Routing option on the iSynergy Menu Provides the ability to generate iSynergy reports Note This permission provides the ability to access Admin gt Reporting Additionally reporting permissions are restricted to the Application Level The document level security and security permissions are not enforced with this permission Provides the ability to remove other logged in accounts from active iSynergy session Provides the ability to install the iDatix capture software product ScanDox Note This permission provides the ability to install ScanDox as a clic
25. vels e Cabinet Management e Account Functionality Management Permission specifications for a specific user regarding the Bug Tracker application are shown in the example below User Name sysadmin Full Name ESpeed System Application Level Permissions for Bug Tracker cance M Application Update M Index Add M Index Update M Index Delete M Application Management Account Functionality Management Route Application M Route Person M Indexing Edit IV Indexing MultiEdit MV Email M Query Save Query Delete M Document History Report M Document Hard Delete M Document Soft Delete M Annotation View Annotation Edit Annotation Add I Hide Redaction M Note Add M Note View M Print Image M Scan Image M Export M Show All Statuses M Edit Object Status M Annotation Edit Own M Use Native PDF Viewer M Revision Control M Document View Revisions M Undo Any Checkout M Download Document M Promote Revision M Delete Revision M Manual Indexing Upload File M Search Document Text M View Tag M Add Tag M Remove Tag M Rename Tag Note The same approach can also be used to assign these permissions for a specific Group Element Description Application Update Provides the ability to update any Application Index Add Provides the ability to add new Index s to an Application Index Update Provides the ability to update a specific Index type Index Delete Provides the ability to mark for deletion no purge of any index iSynergy 3 11
26. wed Configuration Provides the ability to define the application level permissions by Cabinet System and Account Functionality Additionally you may elect to configure multiple applications by selecting Multi App Configuration Cabinet Management Permissions isynergy provides complete application security that can be defined at the cabinet system and account functionality level Cabinet Management permissions are the permissions for the overall application In other words you can think of the cabinet as the drawer you would pull out in a filing cabinet that contains all of the records for that specific application Cabinet management is the organization of how you are going to file documents in that specific drawer When a new Application is implemented in iSynergy the default access is restricted The system administrator must explicitly enable access to the new Application by updating account permissions Application Name Document Level Permissions Configuration I Checks ALL l GeneralCapture ALL I Health Care Claims ALL l HR E V HR_Employee Vacations ALL fa I Invoices ALL I Mortgage Files ALL Office Manager ALL The Administrator must select the Application iSynergy 3 11 Advanced User Manual Page 155 of 257 Selecting the appropriate Application configuration icon displays the application level permission for the chosen application These application level permissions are determined at the following le
27. xpires v i ee Index Level Security ILS ILS is a permission option that can be configured for Applications Users and Groups ILS settings can prevent restricted users or groups from searching viewing or changing ILS index fields For example certain users or groups may not be permitted to search view or edit a Social Security Number or an Employee Salary index field when the user s ILS permissions are restricted from viewing and or editing Defining ILS Security for an Application The following example shows ILS permissions being configured in the HR Application Cabinet for the Social Security Number SSN index field after selecting the HR application definition to Edit iISYNERGY Admin Seareh Wiha kot hoy Indexing Liphoand Routing Aci Tarot Edit Application BSN Text Name Text Dot Type Seleti Since some users or groups that access HR documents are to be prevented from Searching Viewing or Editing an SSN index field s value the Enable ILS checkbox is checked in the row for the SSN index field of the HR Application cabinet Clicking the Update Button activates ILS feature for the SSN Index iSynergy 3 11 Advanced User Manual Page 163 of 257 Granting ILS Permissions to Users or Groups The next step is to select the desired User Admin gt User Configuration or Group Admin gt Group Configuration to edit e Locate the application permissions for the selected User Group that is displayed
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