Issue/Symptom/Question

I want to create a new User Group in OnBase and map it to a new Security Group in Penta but don't know how to map it correctly in Penta & OnBase.

Applies To

OnBase - All Versions

Penta - All Versions

Note: if you do not have access to OnBase Configuration, please log a Service Desk Ticket and Reference this article.

You can copy the existing User Group in OnBase Configuration Via Users>>User Groups & Rights>>Select User Group to copy. Otherwise you can create a new User Group. However, you will have to manually add the privileges, product rights, document types, etc.
Select all settings to copy and select Copy
Perform a Cache Reset via Utils>>Service Monitoring>>Reset Cache
Log into Penta and go to Security Management>>Security>>Security Groups
Enter a Group # and Name that is not currently in use; it is always a good idea to keep the Name and OnBase Name consistent
Choose Copy from Group and select all Copy items
Set the OnBase Name (Call it the same name as your created OnBase User Group)
Go into Define Users and add the new Security Group to the user in Penta
Verify that the Security/User Group has been added to the user in OnBase via Users>>User Names / Passwords>>Select User>>Select User Groups.
If the User/Security Group was added to the user, it means the Penta and OnBase User Group are mapped correctly.