Authorise searching in InSite

Configure the authorisation of this section, so that the right users have access to the required functions and data.

Configure authorisation:

  1. Go to: General / Management / Authorisation tool.
  2. Go to the tab: Group maintenance.
  3. Select the group to authorise.
  4.  Go to the tab: Menu.
  5. Select the check box for the menu options to be authorised:
    •  General / Environment / Management / Properties
    • CRM / Dossier / Dossier
  6. Go to the tab: Authorisation.
  7. Go to: General / Environment / Properties.
  8. Authorise the tab: Search.
  9. Go to: CRM / Dossier / Dossier item type.
  10. Authorise the tab: Settings.
  11. Close the Authorisation tool.
  12. Click on Yes in the message.

    This environment automatically opens again with the new settings.

Directly to

  1. Configure search in InSite
  2. Configure Microsoft SQL Server
  3. Authorise functionality
  4. Enable searching in InSite
  5. Configure a dossier item type for searching in InSite
  6. Add a search page in InSite
  7. Disable searching in InSite