› DocAI solutions › Solution settings › Configure solution access

Configure solution access

Use the procedure in this topic to configure who can use or modify a solution.

For more information on managing resources, see the Tungsten TotalAgility Designer Help.

Before you begin

Before you configure access, verify that all users are already configured in Tungsten TotalAgility Designer.

Procedure

  1. Select the Settings menu on the ribbon.
  2. Select Access.

    The access settings are displayed.

  3. Configure the following:
  4. Save your solution.

Who can modify this solution

You can restrict who can modify your DocAI solution. Restricted access is useful if you do not want to expose your solution or do not want anyone to change it. By default, the Everyone group can modify a solution with Full Control. You can provide access to individuals and/or groups and if the group that you need is not available, you can create a new group.

To provide access to existing individuals and/or groups, perform the following steps:

  1. For Who can modify this solution, select Add.
  2. On the Name list, select the individual or group.
  3. On the Type list, select the access type.

    These are the permissions granted to the corresponding user group. This column has three possible values:

    • Full control: A resource with this access type can create and modify the solution, and can restrict the access permissions.

    • Read/Write: A resource with this access type can create and modify the solution, but not change access permissions.

    • Read: A resource with this access type can only view the solution but not create or make any modifications.

  4. Select Add.

    To edit the access, select the individual or group, select Edit, make changes as needed, and select OK.

    To delete the access, select the individual or group, select Delete and select OK.

  5. To create a new group, select New Group.

    The New group window is displayed.

  6. Enter a name for the group.
  7. Select Add to add group members.
  8. In the Add group members window, add individuals and or groups as needed, and select Done.
  9. Select Save to save the new group.

    You can delete the solution or modify the Classification group listed under Quick Classification, only if you have "Read write" or "Full control" permissions to modify the solution.

Who can use this solution

You can restrict who can use the DocAI solution at runtime, and is useful if you are creating a solution for a specific group or do not want others to have access to it. By default, the Everyone group can access a solution. You can provide access to individuals and/or groups and if the group that you need is not available, you can create a new group.

  1. To create a new group for Who can use this solution, perform the similar steps mentioned for "Who can modify this solution."
  2. To provide access to existing individuals and/or groups, select Add.
  3. IN the Add window, add individuals and or groups as needed.
  4. Select Done.

    • You can view the list of Apps within the Workspace, only if you have permissions to use the solution.

    • When you publish the solution, the appropriate maintenance access and functional access are updated on all generated items.

    • While upgrading or importing a solution from a previous version, the current resources listed in the maintenance access have "Full Control," and "Who can use this solution" is assigned to "Everyone" to maintain previous runtime availability.

Next steps