Master Article - EERP to CM Permissions

This article will contain the information regarding how permissions are managed between Enterprise Resource Planning and Content Manager, including:

• How IDs get created within CM
• How EERP Roles are linked to CM permission groups
• How EERP Role Calc manages users permissions into CM from EERP

• Enterprise Resource Planning
• EERP
• Content Manager
• CM
• Permissions

General EERP to CM user administration

• Overview of CM access provided through MU_ security groups
• What is EERP Role Calc and how does it manage permissions into CM
• How to link a Munis Role to a CM permission group from User Attributes
• How to sync users and CM Permissions from EERP to CM 
• How to identify EERP roles linked to CM permission groups by User
• How to grant or limit permissions to Maintain EERP to CM Mappings
• How to Configure CM Redaction and Annotation Permissions
• How to configure Generic Attachment mappings in EERP to read-only using CM security groups
• Configuring CM confidential functionality
• How to create an Administration account for the CM Full Client
• How to force EERP Role Calc to process over all users
  
  Troubleshooting
• Viewing attachments is restricted by role - You do not have permissions to attachments and associated documents
• No Tyler Content Manager Document links have been configured for this Munis program
• Receiving Tyler Content Manager Server Connection Warning - User does not have rights to get documents with this service message
• CM security group restricting user access to certain attachments
• CM MU_ group showing as UNKNOWN
• Custom MU_ Security Groups is not syncing from CM to EERP
• Edit Pencil Icon in the CM HTML Viewer is Disabled
• CM launch canceled - no valid search criteria was found
• CM - HTTP Error 401 when trying to sync users from Enterprise ERP to Content Manager
• TCM - Tyler Content Manager Server Connection Warning Error HTTP Error 401

Master Article - Unlocking or resetting user ID access for Content Manager