Account Permissions and Settings

Account Settings

This section determines what this user is allowed to do.

  • PSIsafe Administrator - A PSIsafe administrator has the ability to control specific file cabinets for which they have been granted ownership as defined in the Filing Structure: Cabinets settings screen. A PSIsafe administrator can create and manage user groups, cabinets, and copy cabinets for the cabinets they own. They can also control access rights to cabinets they own. A PSIsafe administrator will not have access to repositories or their settings.
  • Disable Account - Check this box if you temporarily want to disable the user account. This is useful to temporarily prevent a user from using PSIsafe. This option may be useful for a staff member who no longer is employed or does not use PSIsafe.
  • SHARE User - Check this box if the user should have access to PSIsafe Share. With access to Share a user will be able to receive and share documents with other Share users.
  • Auto Logout Prompt
  • Enable Auto Logout

Password Settings

This section sets the password parameters for the user account.

  • Change Password on Next Login - Select this box to force the user to change their password at the next login to the SAFE client application.
  • User Cannot Change Password - Select this box if you want to prevent the user from changing their password from the SAFE client application.
  • Password Never Expires - Select this box if you want to set the user password permanently. This will disable the Expires in (Days) and Expires on fields.
  • Expires in (Days) - Enter the number of days in which the password will expire. Upon expiration, the user will be forced to change their password.
  • Expires on - The date and time when the password will expire. This date is calculated from today’s date/time plus the number of days set in the Expires in (Days) field. The administrator can also reset the expires on date here by clicking the reset button.

Management Permissions

This section defines the areas of the Management console that will be accessible to the user within PSIsafe. Each item checked will grant access to a particular area of the management console. User Setting, Filing Structure, and Access tabs will not be available unless the PSIsafe administrator check box is selected in the Account Settings section.

User Tab

Grants access to the Users and Groups area of Management console. Only the system administrator has access to the Users area. The user’s check box will always be grayed out unless logged into the management console as Administrator. The Groups area allows a user to define/edit User Groups within the system.

Filing Tab

Grants access to the filing structure area of Management console. Only the system administrator has access to the Repositories area. The repositories check box will always be grayed out unless logged in to the management console as the administrator. The Cabinets check box allows the user access to the cabinet definition wizard where new file cabinets can be defined. The Copy Cabinets check box allows the user access to the copy cabinet wizard.

Document Settings Tab

Grants access to the Managers, Templates, and Classes section of the Management console. Managers allow the user to setup and configure document managers to edit or view specific file types. Templates allow users to define document naming templates and configure the managers that are assigned to templates. Classes allow users to define classes for folder, document, and retention classes.

Access Tab

Grants the user access to the rights area of Management Console. From the rights section, the user can define user rights for cabinets to which they have ownership. This section will only be available if the PSIsafe administrator check box is selected in the Account Settings section.

Workflow Tab

Grants users access to the workflow section for rules definition and access to the workflow management query engine.

Tracking Tab

Grants the user access to the tracking functions within Management console.

  • Active Users - Allows the user access to view the currently connected users in PSIsafe and end an active user’s session.
  • Reports - Allows the user access to the audit reporting query engine in PSIsafe.

Client Tab

All functionality is available to a user by default. Permissions can be modified only by the administrator. These options detail what would be available to an end user upon logging in.

  • Cabinets
  • Batch
  • Messages
  • Workflow
  • Recycle Bin
  • Options
  • Workflow: File to Cabinet
  • Workflow: Open Folder
  • Explorer
  • Speed Bar

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