IBM FileNet P8, Version 5.2            

Actions preferences

The Actions site preferences determine which document and folder actions are available to Workplace and Workplace XT users. Actions include activities such as checking in a document or adding a folder. You control access to each action by assigning one or more access roles to it. Once an access role is assigned, only users who are members of the assigned access role can access the action. If you do not assign any access roles (or if you remove all access roles), everyone can access the action. By default, most actions are available to all users. For a list of the actions you can manage using the action preferences, see Actions for Workplace and Workplace XT. For more information on access roles, see Access Roles preferences.

Controlling access to actions differs slightly between Workplace and Workplace XT, as explained below.

Workplace

In Workplace, the user can select actions in the following ways:

Use the Actions preference page to assign or remove access roles for an action as desired.

Workplace XT

In Workplace XT, the user can select actions in the following ways:

Use the Actions Primary and Secondary Pages to assign or remove access roles for an action as desired. In Workplace XT, the browse and search pages are considered primary Workplace XT pages; the actions that appear on the browse and search pages are managed by the Primary Pages. Actions appearing on all other pages and wizards are considered secondary Workplace XT pages, and are managed by the Secondary pages. Since many actions can appear on both primary and secondary pages, you must assign the same access role to the action on both the primary and secondary preferences pages to effectively manage access to an action.

Some actions have more than one Workplace XT action associated with them. To control access to the action, use the following list to make sure you control access to all of the related Workplace XT actions, on both the primary and secondary pages.



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Last updated: March 2013
WcmSitePreferences_PrefActionsInfoPage.htm

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