Description of Issue

Creating a custom MU_ permissions group in TCM.
How to restrict access to specific document types using Content Manager custom permissions groups.

Context

TCM
Tyler Content Manager
CM
Content Manager
Permissions
Munis
Enterprise ERP
EERP

Cause

Need to create specific permissions or access for users based on specific document types outside of the standard MU_ permission groups.

It is not recommended to change or modify the standard permission groups within TCM as they will revert and get overwritten when upgrades happen, thus erasing any changes to those permission groups.

Resolution

Create the new MU_ TCM security group in the TCM Full Client:

Launch the TCM Full Client and log in with an admin level ID
1. How to Access and Launch the CM Full Client
Navigate to Administration > Security Manager > Groups
Find an existing group that has the base level of access that needs further modification for restriction and click it once to highlight it
Click the Duplicate Selected Item this is the double paper icon in the upper right hand corner
Create a name for the Group ID field,
1. For example MU_HR_RESTRICTED
2. This must be 20 or less total characters
3. This must start with MU_ to be able to sync properly with Munis EERP
Adjust the Group Name to have a description that notes what the access level is for
Follow the folder path under the permissions section to drill down to the specific doc type that needs specific restriction
1. For example tyler > empire > document > doccode > AP > 1099N
Click once on the specific doccode type to highlight it and click the Add Permission button from the Permissions toolbar (the blank page)
1. This created a new line in the Resource table to the right where you can mark the checkboxes as needed.
2. For more information on what each does, refer to the Overview of CM access provided through MU_ security groups
3. To completely restrict access for the doccode selection leave all checkboxes empty as this will remove all permissions including the Read access for viewing permissions
Repeat steps 7 & 8 as needed
Review the Selected Users in the bottom right as duplicating an existing assigned group will copy all of the assigned users from that original group into this new one, remove as needed
Click OK
Navigate back to Munis:
Launch the Tyler Menu
Navigate to System Administration > General Administration > TylerCM for Munis Settings
Proceed to reset the Master Password and Rebuild CM Cache
1. How to Reset Master Password and Rebuild CM Caches
The new custom CM permission group is now ready to assign to a Munis Role
1. How to link a EERP Role to a CM permission group from User Attributes

Additional Information

How to identify EERP roles linked to CM permission groups by User

How to sync users and CM Permissions from EERP to CM

How to force EERP Role Calc to process over all users

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