User groups

User groups define user roles and permissions and make it easy to apply the same settings to multiple users.

From the Admin Panel, click User Groups to view the current user groups.

Two options are available to manage user accounts:

  • Create – Click Add group and enter details for the group.
  • Edit – Click the edit button to update a group's details.

User account details

User accounts use the fields listed below – all fields are mandatory unless otherwise stated.

Group name

The name of the group.

Copy from group

Select an existing group to copy all its settings to the group.

Description

A text description for the new group.

Manage roles

A role is a step in the document processing process. If a user is assigned a role they are allowed to perform the corresponding operations, for example, the Report role gives a user access to the Reports section. Typically, roles are assigned to user groups, but you can further define them at the user level.

For detail on suggested access configurations for the users in your system, see User access models.

You can assign the following roles:

  • Input – Enables the user to create batches.

  • Ocr – Enables the user to perform optical character recognition (OCR).

  • Classify – Enables the user to perform classification.

  • ClassVerify – Grants access to the class verification page.

  • Capture – Enables the user to perform data capture.

  • Verify – Grants access to the data verification page.

  • Export – Enables the user to export batches.

  • Report – Grants access to the reports page.

  • Admin – Grants access to the Admin panel.

Manage permissions

Permissions can be used to fine tune a user’s access rights. Typically, permissions are assigned to user groups, but you can further define them at the user level.

You can assign the following permissions:

  • EditSettings – Enables the user to edit the input settings and configure document upload.

  • EditFieldTemplates – Enables the user to edit and create document form definitions (DFDs).

  • EditMappings – Enables the user to train DFD mapping pairs.

  • EditScannerSettings – Deprecated.

  • EditRegionTemplates – Enables the user to perform training of document capture.

  • EditLists – Deprecated.

  • EditExportSettings – Enables the user to edit the export settings of batch types.

  • SelectBatch – Enables the user to choose which batch is loaded (if not selected, the first available batch is loaded).

  • ReportBatches – Enables the user to access and generate volume reports.

  • ReportOperatorProductivity – Enables the user to access and generate user productivity reports.

  • ReportSystemProductivity – Enables the user to access and generate turn time reports.

  • ReportAuditReport – Deprecated.

  • ReportExceptionListings – Deprecated.

  • ResolveExceptions – Enables the user to load exception batches in data verification.

For detail on suggested access configurations for the users in your system, see User access models.