Setting Up Operational Administrative Privileges for Folders

Operational administrators are users who have been granted operational administrative privileges from the system administrator.
When set as operational administrator, "Options" is displayed on the "Cabinet" screen, and a menu for managing folders and files is displayed on the user screen.
Note that the operational administrators can only manage folders for which they have access permissions granted by system administrators.

Screenshot: The Cabinet screen for operational administrators, showing a list of options

Operational administrators can do the following tasks:

Adding Operational Administrative Privileges

Grant operational privileges for each folder.
Operational administrative privileges are inherited by subfolders.

Steps:
  1. Click the administration menu icon (gear icon) in the header.

  2. Click "System settings".

  3. Select "Application settings" tab.

  4. Click Cabinet.

  5. Click Operational administrators.

  6. On the "Operational Administrative Privileges Settings" screen, select a folder and click Edit.

    Image of the setting action link

  7. On the screen for operational administrative privilege list, click Add.

    Image of an add action link

  8. On the screen to add operational administrative privileges, select the department, user, or role to grant operational administrative privileges, and then click Add.

    To select a role, switch the view to the Roles tab.
    When you switch tabs after clicking Add, the selected departments, users, or roles are cleared before you switch.
    Adding operational administrative privileges screen

  9. Confirm your settings and click Add.

    Image of an add action link

Deleting Operational Administrative Privileges

Delete operational administrative privileges granted to departments and users.
If you delete operational administrative privileges, users who have been deleted by the user will not be able to administer the folder on the "Cabinet" screen.

Selecting and Deleting Operational Administrative Privileges

Select the operational administrative privileges to delete.

Steps:
  1. Click the administration menu icon (gear icon) in the header.

  2. Click "System settings".

  3. Select "Application settings" tab.

  4. Click Cabinet.

  5. Click Operational administrators.

  6. On the "Operational Administrative Privileges Settings" screen, select a folder and click Edit.

    Image of the setting action link

  7. On the screen for "List of operational administrative privileges", select the checkboxes of the operational administrative privileges to delete, then click Delete.

    Image with Administrative privileges selected

  8. Click Yes on the screen to delete all operational administrative privileges.

Deleting All Operational Administrative Privileges

Delete all operational administrative privileges.

Steps:
  1. Click the administration menu icon (gear icon) in the header.

  2. Click "System settings".

  3. Select "Application settings" tab.

  4. Click Cabinet.

  5. Click Operational administrators.

  6. On the "Operational Administrative Privileges Settings" screen, select a folder and click Edit.

    Image of the setting action link

  7. On the screen for "List of operational administrative privilege", click Delete all.

    Image of the Delete all action link

  8. Click Yes on the delete all operational administrative privileges screen.