where do you assign records management privileges in LF Cloud. I want other users to be able to create a record series. Thanks Wendi
Auditing is completely unrelated.
From a blank account, there are a few steps to assign the privilege that I mentioned, which is the same privilege as on-premises.
If you can already access repository management (metadata, user privileges, etc.) when you're logged in as a Laserfiche user (username, not email@domain.com), then you don't need to do the first step.
1. Grant someone access to the Repository Administration section. Log in as an administrator (email@domain.com), go to the Account Section -> Users
2. Log in as a user with the Set Laserfiche Privileges role. You should see the "Repository Administration" app in the app picker:
3. Navigate to the privileges for the user you want to grant access to. Repository Management -> Users -> Click on that user
4. Grant the Records Management Privilege under the Privileges tab
If you have administrative rights in your repository there should be a "Repository Administration" link in your navigation menu. In the web client, this is the menu indicated by the nine squares. From there you should be able to manage your repository-specific privileges.
Just like on-premises, Records Managment is a privilege, set in repository administration.
To set Laserfiche privileges, a Laserfiche user must have the "Set Laserfiche Privilges" role.
This role can be granted from the "Users" section of ACS (accessed using th "Account" option in the app picker) when logged in as an account administrator (account administrators are the user type with email addresses for a login name)
Hi Brianna, under Account Administration/Users if I Allow Audit Reporting for a user will that let them create a record series? Thank you for replying! Wendi
Auditing is completely unrelated.
From a blank account, there are a few steps to assign the privilege that I mentioned, which is the same privilege as on-premises.
If you can already access repository management (metadata, user privileges, etc.) when you're logged in as a Laserfiche user (username, not email@domain.com), then you don't need to do the first step.
1. Grant someone access to the Repository Administration section. Log in as an administrator (email@domain.com), go to the Account Section -> Users
2. Log in as a user with the Set Laserfiche Privileges role. You should see the "Repository Administration" app in the app picker:
3. Navigate to the privileges for the user you want to grant access to. Repository Management -> Users -> Click on that user
4. Grant the Records Management Privilege under the Privileges tab
To add to Brianna's point, you would also need the "create folders" entry access right in order to create a record series.
Thank you both very much! I got it! Thanks Again! Wendi