Configuring Document Access Permission for OnBase - Configuring Document Access Permission for OnBase - After an employee logs on to Hyland for Workday 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 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 employee documents or view employee documents in Hyland for Workday. - Content Innovation Cloud - Hyland for Workday - Current/Hyland-for-Workday/pif1786305143037 - Current - Current

After an employee logs on to Hyland for Workday 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 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 employee documents or view employee documents in Hyland for Workday.

1. From the Configure Hyland for Workday page, navigate to the Configure Document Access Permission tab.
   
   The Configure Document Access Permission for [Business Object] page is displayed, where [Business Object Name] is the name of the Business Object you selected.

   

   You can view the Supervisory Roles table that contains the supervisory role names saved or preconfigured, Supervisory Org Level, and the Document Permissions associated with the roles.

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

   

   Tip: To view the Saved Supervisory Roles and Supervisory Roles tables in full screen view, click

   
2. Under the Supervisory Role column, click the field to select a role 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 role.
   The selected role is displayed under the Supervisory Role column.
4. Under the Supervisory Org Level column, click the field to select the level for the role you selected earlier.
   Note: You can enter values for the Supervisory Org Level field only if you selected Manager for Supervisory Role.
5. Under the Document Permissions column, click the field to configure the permission type for the role you selected.
6. Click to select one of the following options:
   • View
   • Both View and Capture
   Note:

   • To add more roles and assign view or capture permissions for employee documents, click + under Supervisory Role
   • To remove an existing role, click - under Supervisory Role
7. Click OK.