Set up account permissions and settings

• PSIsafe Desktop administrator: A PSIsafe Desktop administrator has the ability to control specific file cabinets for which they have been granted ownership as defined in the Filing Structure: Cabinets settings screen. A PSIsafe Desktop administrator can create and manage user groups, cabinets, and copy cabinets for the cabinets they own. They can also control access rights to the cabinets they own. A PSIsafe Desktop administrator does not have access to repositories or their settings.

• Auto Logout Prompt

• Enable Auto Logout

• Change password on next login: Select to force the user to change their password at the next login to the PSIsafe Desktop Client application.

• User cannot change password: Select to prevent the user from changing their password from the PSIsafe Desktop Client application.

• Password never expires: Select to set the user password permanently. This disables the Expires in (days) and Expires on fields.

• Expires in (days): Enter the number of days in which the password will expire. Upon expiration, the user will be forced to change their password.

• Expires on: The date and time when the password will expire. This date is calculated from today's date/time plus the number of days set in the Expires in (days) field. To reset the date, click Reset.

To grant access to a particular area, select a corresponding permission.

To activate the Administrators Only tab, which contains User Settings, Filing Structure, Access, and DocuSign, and Microsoft Entra ID checkboxes, select PSIsafe administrator in the Account Settings section.

All Users tab:

Management Application Permissions: These permissions grant access to PSIsafe Management tabs displayed on the left-hand navigation menu.

• Document settings: Grants access to the Managers, Templates, and Classes sections of PSIsafe Management.

  Managers allow users to set up and configure document managers to edit or view specific file types.

  Templates allow users to define document naming templates and configure the managers assigned to templates.

  Classes allow users to define classes for folder, document, and retention classes.

• Workflow: Grants users access to the Workflow section for rules definition and access to the workflow management query engine.
• Tracking: Grants users access to the tracking functions within Management.

  Active Users: Allows users to view the currently connected users in PSIsafe Desktop and end an active user's session.

  Reports: Allows users to access the audit reporting query engine in PSIsafe Desktop.

Client Application Permissions: These permissions grant access to PSIsafe Desktop tabs displayed on the left-hand navigation menu.

• Cabinets: Users can browse cabinets, folders, and documents stored in PSIsafe Desktop.
• Batch: Users can import multiple documents in batch through the Batch Capture module.
• Options: Users can modify their user options, available from the main navigation menu.
• Workflow: Users can interact with the Workflow module and route content or receive content and perform workflow actions, such as accepting, rejecting, or rerouting.
• Workflow: File to Cabinet: Users can perform the final portion of a given Workflow and effectively conclude the overall process.
• Workflow: Open Folder: User can open the specific folder of content within a Workflow.
• Recycle Bin: Users can open the Recycle Bin and view deleted content before it is permanently removed from the system.
• Explorer: The windows file explorer can be viewed and used to import content from the left-hand interface pane.
• Speedbar: Users can interact with the Speedbar, which allows them to quickly perform actions like emailing, routing, printing, and combining documents.
• SHARE access: Users can share content externally to users outside the PSIsafe Desktop installation via PSIsafe Share.
• DocuSign access: Users can interact with the PSIsafe DocuSign module. For more information, see DocuSign.

• Is Tungsten Support: This option is designed to be used by Tungsten Automation Technical Support personnel. In rare cases, this option may need to be used to enable certain API functionality with some PSIsafe product family applications.

Administrators Only tab:

Management Application Permissions: These permissions grant access to PSIsafe Management tabs displayed on the left-hand navigation menu.

• User settings: Grants access to the Users and Groups areas of PSIsafe Management.

  • User: Allows a user to interact with user control through PSIsafe Management to create, edit, and delete local PSIsafe user profiles or associate those user profiles with Windows accounts and Microsoft Entra IDs.

  • Groups: Allows a user to define or edit user groups which can be assigned their own unique permissions within the system.

• Filing Structure: Grants access to the File structure area of PSIsafe Management. Only the system administrator has access to the Repositories area.
  The Repositories check box is always inactive unless logged in to PSIsafe Management as administrator.

  • Cabinets: Allows the user to access the cabinet definition wizard where new file cabinets can be defined.

  • Copy Cabinets: Allows the user to access the copy cabinet wizard.

• Access: Grants users access to the Rights area of PSIsafe Management. From the Rights section, you can define user rights for cabinets to which they have ownership. This section is only available if the PSIsafe Desktop Administrator check box is selected in the Account Settings section.
• DocuSign Configuration: Grants users access to the DocuSign area of PSIsafe Management. This option is available for PSIsafe Desktop administrators only.
• Microsoft Entra ID: Grants users access to the Microsoft Entra ID section of PSIsafe Management.