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Configuring a CommCell User Group for Compliance Search

You can give CommCell user groups access to Compliance Search.

Before You Begin

Create and configure a CommCell User Group. See Creating a User Group.

Procedure

  1. Log in to the CommCell Console.
  2. From the CommCell Browser, go to Security > CommCell User Groups.
  3. Right-click the user group, and then click Properties.
  4. On the Associated Entities tab, click Add to create a security association with the following:
    • Entities: Select the client entities that Compliance Search users need to search.
    • Role: Select the predefined Compliance role, or create a custom role that includes the Compliance Search permission.
  5. To close the Add Association dialog box, click OK.
  6. Optional: To limit the users whose data is searched from Compliance Search, on the Search tab, enter the following:
    • In the Users whose data can be searched box, enter the names of the users.
    • In the User Groups whose data can be searched box, enter the names of the user groups.

      Important: If no user or user groups are added, the data of all users and user groups is automatically included in compliance searches.

  7. Click OK.

    The users in the configured CommCell user group can access the Compliance Search page and login using their CommCell user credentials.

Related Topics

Last modified: 10/21/2020 3:41:33 PM