Security

Security

The Administration/Security section allows you to specify which users can access which functions in the system. You can also manage users, user groups, and document and email settings.

LDAP Configuration
Organizational Hierarchy
Functional Access Control
Select Privileges
LDAP User Management
Group Management
Modules
Document Delivery Policy
Email Configuration
Microsoft Exchange Configuration
Document Upload Policy
Convert Incoming/Outgoing Email
Azure AD Oauth Configuration

LDAP Configuration

In the Security section, select LDAP Configuration. The current directories will be displayed in the Browse Frame of the Admin module.

Add a New Directory

1. Click .

The Add New Directory window opens.

Note: Required fields are outlined in red.

2. Complete the required fields.

3. Click Save.

View LDAP User Configuration

Select thebutton to open theLDAP User Attributes Template.

Click Cancel to close the window.

Edit the Directory

Select thebutton to the right of the directory name. The Edit Record window opens.

Make changes as needed, then click Save.

Delete the Directory

Select the  button to the right of the directory name.

A confirmation window opens. Select Delete, or Cancel to exit without deleting.

Organizational Hierarchy

Use the Organizational Hierarchy section to edit and create ad hoc groups.

In the Security section, select Organization hierarchy. The current organizational hierarchy opens.

Expand Organizations

To Expand an Organization, select the expand/collapse arrow to the left of the Organization’s name.

Once you have expanded the view, you can edit or delete people related to the organization using the  buttons under the Actions section.

Search for a Group

To search for an existing group, type at least 2 characters in the search box and select the search button.

Add Ad-Hoc Group

1. Click .

2. The Add Ad-Hoc Group window opens.

Note: Required fields are outlined in red.

3. Click Add Group.

Add LDAP Group

1. Select  .

The Add LDAP Group window opens.

Note: Required fields are outlined in red.

2. Enter the required information, then click Add Group.

Add Existing Members

1. To add existing members, select the  button in the Actions column.

The Add Members window opens.

2. Search for the new member, then click Add.

Add New Members

1. To add a new member, select the  button in the Actions column.

The Add LDAP Member window opens.

Note: Required fields are outlined in red.

2. Complete the required information and select Add Ldap User.

Add LDAP Subgroup

1. To add an LDAP Group, select the  button in the Actions column.

The Add LDAP Group window opens.

Note: Required fields are outlined in red.

2. Complete the required information and select Add Group.

Delete a Group

1.Select the  button in the Actions column.

A confirmation window opens.

2. Select Delete to delete the group from the organization or Cancel to close the window.

Functional Access Control

Click the following link to download a description of each Privilege:  Admin Privileges Description – Business

1. In the Security section, select Functional Access Control. The existing applications roles are shown.

2. Select a role from the Choose Application Role list. Once selected, the current authorizations will show in the authorization lists.

3. To change authorization, select an authorization from either of the Authorized/Non-Authorized lists and click the >> right arrow button or the << left arrow button. The authorization will move to the opposite list and the webpage will refresh.

Search on the Functional Access Control Page

To search any list within Functional Control Access, use the search boxes at the bottom of any of the lists.

Note: Enter at least 2 characters in the search box then click the search icon.

Select Privileges

Use Select Privileges to add or remove privileges for a role.

1. Choose Select Privileges. The existing applications roles will be displayed along with the role’s authorizations.

2. Select a role from the Choose Application Role list. Once selected, the current authorizations will show in the authorization lists.

3. To change authorization, select an authorization from either of the Authorized/Non-Authorized lists and click the >> right arrow button or the << left arrow button. The authorization will move to the opposite list and the webpage will refresh.

Create a Role

1. To create a new role, select the  button. The Create Role window opens.

Note: Required fields are outlined in red.

2. Enter the name of the role and click .

Search the Select Privileges Page

To search any list within Create Role/Select Privileges Page, use the search boxes at the bottom of any of the lists.

Note: Enter at least two characters, then click the search icon.

LDAP User Management

1. Select LDAP User Management. The user names will open together with the authorization lists.

2. Select a user from the Choose User list. Once selected, the current authorizations will show in the authorization lists.

3. To change authorization, select a group from either of the Authorized/Non-Authorized lists and click the >> right arrow button or the << left arrow button. The group will move to the opposite list and the webpage will refresh.

Clone a User

1. To clone an existing user, select the user you wish to clone, then click . The Add LDAP Member window opens.

Note: Required fields are outlined in red.

2. Enter all the information for the new user, then click  .

Delete a User

1. To delete a user, select the user in the Choose User list, then select the  button.

2. A confirmation window opens. Click Delete User to proceed or Cancel to close the window.

Note: Required fields are outlined in red.

Search on the LDAP User Management Page

To search any list within LDAP User Management, use the search boxes at the bottom of any of the lists.

Note: Enter at least 2 characters in the search box before selecting the search icon.

Group Management

Use the Group Management section to manage the privileges users have access to groups.

1. In the Security section, select Group Management. The existing applications roles will be displayed in the Browse Frame of the Admin module along with lists of the role’s authorizations.

2. Select a group from the list. Once selected, the current authorizations will show in the Non-Member/Member lists.

3. To change authorization, select a member name from either of the lists and click the >> right arrow button or the << left arrow button. The member will move to the opposite list and the webpage will refresh.

Search on the Group Management Page

To search any list within Group Management, use the search boxes at the bottom of any of the lists.

Note: Enter at least 2 characters in the search box then click the search icon.

Modules

Use the Modules section to manage the modules every role has access to.

1. In the Security section, select Modules. The existing applications groups will be displayed in the Browse Frame of the Admin module along with lists of the role’s authorizations.

2. Select a role from the Choose Module list. Once selected, the current authorizations will show in the authorization lists.

3. To change authorization, select an authorization from either of the Authorized/Non-Authorized lists and click the >> right arrow button or the << left arrow button. The authorization will move to the opposite list and the webpage will refresh.

Search on the Modules Page

To search any list within Modules, use the search boxes at the bottom of any of the lists.

Note: Enter at least 2 characters in the search box, then click the search icon.

Document Delivery Policy

Use the Document Delivery Policy section to manage the policies for your document delivery.

Select the available delivery types.

Enter the server type, port, and encryption:

• Server Type
  • SMTP

• Server Address
• Port
• Encryption Type

2. Enter the username, password, and the address for the email that all email communication will be sent from.

3. Select the  button.

4. Once validated, select the  .

Email Configuration

Use the Email Configuration section to enable creation of complaints or cases from incoming email.

Set the email receiver email address and password for cases and complaints:

1. Select Email Configuration.
2. Select the checkbox for ‘Enable creating Case Files from incoming mail’ and enter the email address and password.

3. Select the checkbox for ‘Enable creating Complaints from incoming mail’ and enter the email address and password.

You can also enable bursting attachments from incoming mail to send attachments to multiple workflows at once.

Microsoft Exchange Configuration

Use the Microsoft Exchange Configuration section to manage settings related to Microsoft Exchange.

1. In the Security section, select Microsoft Exchange Configuration. The existing configurations are shown.

2.Update the server version, server, access, and default access.

3. Click .

Document Upload Policy

You can specify conversion of specific file formats to PDF on upload.

1. In the Security section, select Document Upload Policy page. The existing configurations are shown. By default, all options will be unchecked.

2. Select which format types to convert to PDF on upload.

3. Click  .

Convert Incoming/Outgoing Emails to PDF

Use the Convert Incoming/Outgoing Emails function to specify conversion of incoming and outgoing emails to PDF.

Azure AD OAuth Configuration

Use the Azure AD OAuth Configuration section to manage the all settings related to setting up the TenantID, ClientID, and ClientSecret for email authentication.