User Access to Multiple Workgroups

It is possible to provide users access to multiple workgroups without giving the user "view all" access.

Changing Security

1. Navigate to the Configuration page.

2. Select "Users" from the drop-down list.

3. Open the needed user.

4. The "User Editor" window will appear.

5. Select the "Security" tab.

6. Uncheck all "view all" access for the user.

7. Select "OK."

Accessing Multiple Workgroups

1. In the "User Editor," select the "Workgroup Access" tab.

2. Check the boxes corresponding to the workgroups the user will have access to.

3. Select "OK." Note: user will need to restart OASIS for this change to take effect. 

4. The default workgroup for the user will be listed in the "General" tab. New transactions created by the user will default to this workgroup.