The following article has been transferred to https://help.synergetic.net.au/s/article/Docman-Security
Summary
This page describes Docman Classification Group User Security
The Docman Tab is present in almost every Synergetic Maintenance Screen (ie Community, Students, Future Students, Past Students, Debtor, Staff Maintenance, Payroll Maintenance...etc)
Docman files can be linked to a Community ID. The Docman Files will display in any Docman tab related to that Community ID (ie Community, Debtor, Creditor, Student...etc).
Docman Files can also be linked to a Product or module type (Purchase orders, Assessment Codes, Class Codes...etc)
All Docman Files loaded into Synergetic are connected to a Docman Classification Code. The Docman Classification Code determines the security Users are granted to access these files
Method
Docman Classifications are configured in System → Lookup Table Maintenance → LuDocumentClassification
| Code | Description |
|---|---|
| Code | Docman Classification Code |
| Description | Description of the Code |
| SynergyMeaning | SynergyMeaning which can be linked to the Code for specific functionality |
| SecurityMeaning | All or Group - Specifies the type of security access All : Synergetic Users will have global access to documents in that document classification Group : Synergetic User Access to documents is defined in Group User Security Maintenance → Resource = DocumentClassifications |
| Active | Y or N |
| DescriptionStyle | Description can be one of 3 types
|
| CommPortalVisibleForStudentParentFlag | In Community Portal → Document Tab, Parents/Contacts will have access to documents in that document classification if the Parent Flag is ticked in the Student → Contacts Tab
|
| CommPortalVisibleForStudentLivesWithFlag | In Community Portal → Document Tab, Parents/Contacts will have access to documents in that document classification if the Lives With Flag is ticked in the Student → Contacts Tab
|
| CommPortalVisibleForStudentReportsFlag | In Community Portal → Document Menu, Parents/Contacts will have access to documents in that document classification if the Reports Flag is ticked in the Student → Contacts Tab
|
| CommPortalVisibleForSelfFlag | In Community Portal → Document Menu, The logged in User will have access to documents in that document classification if this flag is Active in luDocumentClassification |
| CommPortalVisibleForSpouseFlag | In Community Portal → Document Menu, If the secondary Spouse has a separate login then they will have access to documents in that document classification which the primary spouse has access to. |
| ModifiedDate | Date the Docman record was last modified |
| ModifiedUser | User who last modified the record |
To Grant access to Docman Classifications with SecurityMeaning = Group
Select System - > Group/User Security Maintenance
Select the Group Radio button and the group you wish to grant access
Select Resource = DocumentClassifications
For each document classification Grant the desired access (Select, Update, Insert, Delete) Access
| Field | Description |
|---|---|
| Document Classification | Each Document Classification from luDocumentClassification will display |
| Description | Description of each Document Classification |
| Security | Group or ALL |
| Access (X4) | Select - User has access to View documents Update - User Has access to modify document settings Insert - User has access to add new documents Delete - User has access to Delete documents |
Considerations
For Security Meaning = ALL. You are still required to grant Update, Insert and Delete Access. The ALL Security Meaning refers to they will be able to see and view documents in the Docman Tab.