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Content Manager’s Document Search featurein the web applicationintegrates into Tyler’s Hub Global Search; currently the search utilizes Content Manager Security groups only and does not use Enterprise ERP security roles.This means depending on your sites security preferences and settings users may have access to documents through this method that they do not have using the classic or new view through Enterprise ERP which uses both Enterprise ERP Roles and Content Manager security groups.For example, if your sites Enterprise ERP Roles for a user does not allow them to enter the payroll module, in viewer users would not be able to attain access to any payroll documents. However, if using the Document Search Web Application, Enterprise ERP security roles are not currently in place so if the user has a CM security group that allows access to payroll documents, then users could potentially see those documents. This may be the case if your site typically utilizesMU_ACCESS_STANDARD for most users and controls access mainly via Enterprise ERP role permissions. |
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Historically Contentcontent Manager has been able to leverage EERP Roles, which is why most clients preferred to keep users out of the Full Clientroles only when opened with the integrated viewer. With Document Search and Hub making this search more accessible this issue is more more prominent.This may cause a conflict of which documents can be seen by users if sites are not aware that the security in this feature is different from what can be seen directly through Enterprise ERP’s classic viewer or new viewer. Some sites may be ok with this configuration, but we recommend reviewing your sites permissions to ensure that users are assigned the correct permissions regardless of where they are viewing documents. We have provided solutions for sites via the releases below to turn this functionality on/off depending on preference. Long term we are working on adding Enterprise ERP roles into the featurevia MUN- 464061 (tentative release EERP 2024.5). Please see our current recommendationsbelow. |
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