This article series explains and demonstrates the use of configurable business documents in real-life scenarios. The purpose is to provide a unique implementation resource. The entire series will be in five parts as follows:
Let's get started with PART 5 which is the last part of this series.
CONTENT
Introduction
Activating Business Document security permissions
Configuring Business Document security permissions
Summary
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Introduction
Managing access to Configurable Business Document (CBD) templates within the Business Document Management workspace is crucial for maintaining organized and secure operations across various business domains (functional areas). By default, all users with access to this workspace can view all available ER solution templates. However, configuring access permissions allows administrators to control which users can edit specific templates, ensuring that only authorized personnel have the appropriate access based on their roles. This article outlines the step-by-step process for setting up these access permissions, enabling businesses to tailor template access according to functional areas and user roles, thereby enhancing document management efficiency and security.
Activating Business Document security permissions
If business document access permissions are not activated, every user with access to the Business Document Management workspace will see all of the ER document templates. To activate these permissions, follow these steps:
Go to Organization administration >> Electronic reporting >> Business document management >> Manage access permissions to edit templates.
Note that system notifies you that security is not in place yet.
Click on the access permissions settings. (1)
Activate the security. (2)
In this case, Business document management workspace (below) will show only
those templates that reside in ER format configurations and that are marked by a Business document type tag as below.
Configuring Business Document security permissions
The document list in the Business document management workspace can be restricted by configuring access permissions. This is crucial when various templates are used to create business documents across different domains (functional areas), and you need to grant specific users access to edit different templates within the Business Document Management workspace.
Access permissions for Business Document Management can be configured in the Access Permissions Configurator. Only one of the following users have access to this page:
Users assigned to System administrator role
Users assigned to any role that has duty Configure permissions to access Business document templates for editing (AOT name ERBDTemplatesSecurity)
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