Add or edit EDMS type security

You can set up electronic document management system (EDMS) authentication by site or by user. If you choose site authentication, you must also set up a site-wide user name and password. If you choose user authentication, users must enter their Civic Platform credentials before they can perform the certain actions. If you do not set up any authentication, users can directly access the EDMS without logging in.

To add or edit EDMS type security

From the Administration menu, select Agency profile > EDMS access security.
Select the EDMS access security link.
From the EDMS name list, select the EDMS type you want to work with.
To add a new agency or a new group, select from the drop-down list the agency or group name whose access level you want to specify.
Select any of the access levels you want the group to have (Upload, Download, View, and Delete).

This functionality is also applicable to attachments in Citizen Access.
Select Enable from the Status drop-down list if you want to activate this application type security; otherwise, select Disable.
If you enable more than one EDMS security policy from the list, select the Default check box within the policy you want to be default.

Add-on products that use GovXML (the legacy Accela GIS, Accela Wireless, and Accela IVR) store documents only in the default EDMS adapter.
From the Authentication drop-down menu, select one of the following:

User. This option prompts users to enter their user name and password when uploading a document.

The first time users receive this prompt to enter their user name and password, they can select the Remember option for their login credentials.
Site. This option requires users to enter credentials for EDMS authentication and enter the site credentials.

If necessary, add or change the User name and Password.
Select Submit.