Assign maintenance access

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

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

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

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

    The Extraction Group page appears. By default, TotalAgility creates an extraction group with a root document type.

  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 extraction 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 an extraction group, but cannot change the access permissions.

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

    • Limited to Online Learning: Users with this access type can open an extraction group in the Transformation Designer to update Extraction 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 extraction group. They cannot modify the design or settings for the extraction group.

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

  5. Click Add Generic Add.