Assign maintenance access

You can grant maintenance access permissions to a resource or group to restrict or grant access to maintain a classification group.

When you import a process, form or a package or upgrade TotalAgility from a previous version, the maintenance access for the classification group is set to "Everyone" with "Full Control".

When you export a package which includes a classification group, the access permissions are maintained.

  1. On the Home page, click Data > Classification Group.

    The Classification Group page appears.

  2. Click the Resources tab.
  3. In the Resource box, consume a resource or a group.
  4. On the Access Type list, select one of the following options:
    • Full Control: Users with this access type can create, modify and delete an classification group, and also set and modify the access permissions for other users. By default, the Everyone group has Full Control.

    • Read Write: Users with this access type can modify and delete a classification group, but cannot modify the access permissions.

    • Read: Users with this access type can only view a classification group; they cannot modify or delete the classification group or set and change the access permissions for other users.

    • Limited to Online Learning: Users with this access type can open a classification group in the Transformation Designer and update Classification Online Learning. They can then import New Samples documents that are collected by the Online Learning system, retrain, and resolve conflicts. They can then release the updated classification group. They cannot modify the design or other settings for the classification group.

      Note For shared projects, access to the extraction group is needed before you can provide access to the classification group. This is not necessary for classification group-only projects.

      For more information on Classification Online Learning, refer to the Help for the Transformation Designer.

  5. Click Add Generic Add.