Permission concept of the configuration

Settings in the configuration are always assigned to a specific user or users. If no settings have been made for the user, the option group settings for the groups the user is a member of are applied.

If there are no settings for the user in the option groups, the global settings take effect. If no options have been configured at the level of global settings, the preset client configuration is used.

First, the settings are evaluated for the user, if settings have been applied there. Afterwards, the permission levels are evaluated in the order described above.

How can the settings be checked for a level?

1. Log on as administrator and open the configuration via the Ribbon > A > Tools group.

The Configuration dialog box opens.

2. Select a user via the Select user button.

The Users dialog box opens.

3. Select the desired user from the drop-down menu.

4. Click OK.

The name of the selected user is shown in the top part next to Settings for.

A new column appears in the configuration next to the settings. This column shows at what level changes have been made to settings.

Example

In the example above, the default filing path for document templates is set as Repository in the General area. Now change these settings for the user jupiter and select a different filing path.

The setting for this option at the level of the User (see figure: Levels concept in the configuration) overrides all settings at all levels below it. You can delete the settings for the currently selected option group or user by clicking the X in the column.

You can transfer the current settings to other users with the button containing the yellow arrow (next to Select user).

Click the diskette icon on the top right to save the configuration settings as an XML file. Click the Load existing settings for the configuration button (file symbol on the top right) to open a saved configuration profile and choose a user profile file in the Open dialog box.

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