Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Panel
borderColor#03396c
titleColorWhite
titleBGColor#03396c
titleDescription of Issue

Instructions for site administrators on how to grant access to save or view attachments from a TCM CM enabled program in Munis.

...

Panel
borderColor#03396c
titleColorWhite
titleBGColor#03396c
titleContext
  • Munis
  • Tyler Content Manager
  • TCMCM
  • Mappings


Panel
borderColor#03396c
titleColorWhite
titleBGColor#03396c
titleCause


...

Panel
borderColor#03396c
titleColorWhite
titleBGColor#03396c
titleResolution
  1. From Munis the Tyler Menu >  System Administration > Security > User Attributes.
  2. Click Search > Enter User Id or Name > Accept.
  3. Click on any Role on the Roles tab.
  4. Click Edit Role .
  5. Under General Click Munis System. 
  6. In section General, if View attachments and associated documents is not checked, Click Update from ribbon, add check to setting, click Accept.
  7. Scroll to Data Access Section, click on yellow folder to right of TylerCM group access setting.
  8. Click Add.
  9. Click Elipses > Select Group > Click Accept.
    Hold CTRL then CLICK to select multiple groups.
  10. Click Accept at bottom left of screen.
  11. Click Back command from ribbon to return to the Munis System Roles screen.
  12. Click Back from command ribbon to return to the Roles screen.
  13. Click Back command from ribbon to return to the User Attributes screen.
  14. Click Back command from ribbon to close the User Attributes screen.
    Note, be sure to click Back after making changes to ensure the updates get applied. Using the x to close the browser window will lose all updates.

...

Panel
borderColor#03396c
titleColorWhite
titleBGColor#03396c
titleAdditional Information

How to identify EERP roles linked to CM permission groups by User
How to sync users and CM Permissions from EERP to CM