Is it possible to hide folders in Business Workspace (xECM) widget based on user's role ?

Saraf_Rakesh

Hi Team,

As part of AppWorks solution, xECM is integrated to use business workspace.

Customer use case is to hide specific folders from Business Workspace based on logged-in user's role. Can this be achievable with configuration at xECM (document template !?) ?

Thank you!

PJ Hermans

Hi Rakesh

Can you not solve this with the right roles and permissions in the case?

Saraf_Rakesh

Hi PJ Hermans,

I'm not sure on it where to check for that. When I've looked at folders permissions at Document Template at design time, there is no hide option for user/group. I might be looking at wrong place so I wanted to check how to do this or is this use case valid for business workspace at all ?

Document Template:

Permissions at a folder in Document Template:

PJ Hermans

You can create roles in the BW template, and then apply them on folder level.

In the function menu of your BW template (not a subfolder), choose 'Team Roles and Permissions'

Use the '+' button to create a role:

Apply the role to the subitems and then assign it the right permissions on the subfolder.

You can assign users to roles via 'Team Participants' in the first screenshot.

See also ?func=help.index&keyword=team.RolesHead

Regards

Pieter Jan Hermans

Note: When you start working with roles & participants and different permissions on subfolders, you'll find that the default permissions maintenance functions in Classic view and also in Smart UI are really not efficient and I can advise Fastman Permissions Manager

BLaP

That’s right. Fastman Permissions Manager is going to give you a TRUE view to all the access including roles and the bulk tools to apply changes.