Configuring Document Access Permission - Configuring Document Access Permission - After an institution staff or administrator like a Dean or Student Administrator logs on to Hyland for Workday – Student to view or capture documents, access permissions are checked. Based on the logged in user's role that is preconfigured in Workday, these access permissions either allow or restrict access to documents in Hyland's content platform. Hyland for Workday – Student provides a Workday administrator configurable options. These options enable access to view and capture documents or view documents for specific roles. You can configure which roles can view and capture student documents or view student documents in Hyland for Workday – Student. - Content Innovation Cloud - Hyland for Workday - Student - Current/Hyland-for-Workday-Student/cmc1774342972476 - Current - Current

After an institution staff or administrator like a Dean or Student Administrator logs on to Hyland for Workday – Student to view or capture documents, access permissions are checked. Based on the logged in user's role that is preconfigured in Workday, these access permissions either allow or restrict access to documents in Hyland's content platform. Hyland for Workday – Student provides a Workday administrator configurable options. These options enable access to view and capture documents or view documents for specific roles. You can configure which roles can view and capture student documents or view student documents in Hyland for Workday – Student.

1. From the Configure Hyland for Workday page, navigate to the Configure Document Access Permission tab.
   
   The Configure Document Access Permission for Student page is displayed.

   You can view the Saved Security Groups table that contains the Security Group names saved or preconfigured, the Permitted Document Types and the Document Permissions associated with the documents.

   Note: If the feature is already configured, select the Configure again? check box to reconfigure it. Selecting this check box displays a table called Security Groups next to the Saved Security Groups table.

   Tip: To view the Saved Security Groups and Security Groups tables in full screen view, click

   
2. Under the Security Group column, click the field to select a Security Group for which you want to provide permissions to view and capture documents.
   A pop up containing the available roles is displayed.
3. From the pop up, select a Security Group.
   The selected Security Group is displayed under the Security Group column.
4. Under the Permitted Document Types column, click the field to select the document types for the Security Groups you selected earlier.
   Note: You can add multiple document types for a Security Group in the same selection box.
5. Under the Document Permissons column, click the field to configure the permission type for the Security Group you selected.
6. Click to select one of the following options:
   • View
   • Both View and Capture
   Note:

   • To add more Security Groups and assign view or capture permissions for student documents, click + under Security Groups.
   • To remove an existing role, click - under Security Groups
7. Click OK.
   Note: Remember to trigger an orchestration each time any document access permission is updated. For more information on how to configure and trigger an orchestration, see Configuring Trigger Orchestrations.