User sees too few or too many buttons in the capture form

Summary

You may find that some of your users see too many or too few functions in the ribbon in the capture form in edoc invoice.

However, your users should only be able to view and use the functions that belong to their task, e.g. checking, approving or rejecting an invoice.

There is often a display problem with the functions in the ribbon, e.g. because the user concerned is not a member of the corresponding groups or the groups have been assigned too many or too few rights.

In this KB article, you will learn how to check and correct the group permissions for the edoc invoice workflow.

Important requirements

• You have administrative permissions edoc invoice.

• You have administrative permissions in d.3 administration (d.velop documents (On-Premises)).

• You know which users are experiencing the viewing problem.

• You have administrative permissions in Keycloak.

Solution

Examine the group memberships in Keycloak and in d.3 admin (d.velop documents (On-Premises)) and finally compare groups and permissions of the affected users in edoc invoice.

The users must be in the same group both in Keycloak and in the d.velop documents repository (document management). The group must have the permissions for the workflow in edoc invoice (capture form).

Step 1: Check users in Keycloak

1. Connect with Keycloak.

2. Navigate to Users.

3. Select the user concerned and click on Edit > Groups to identify all groups in which the user is a member in Group Membership.

Make a note of the result to compare the groups with the groups in edoc invoice.

Step 2: Check users in d.3 administration

1. Open d.3 administration on the d.velop documents server.

2. In d.3 admin, navigate to Permissions > Users.

3. Find the user and view the user details.

4. Navigate to Mapping to identify all groups in which the user is a member under Groups.

Make a note of the result to compare the groups with the groups in edoc invoice.

Step 3: Check users in edoc invoice

1. Open the administration of edoc invoice.

2. Click on edoc invoice > Settings and select the company.

3. Navigate to Workflow > Permissions to identify all groups in which the user is a member in the group permissions overview.

4. Compare the groups with the groups of the user concerned.

5. If necessary, adjust the permissions (Verify, Approve, Reject, Complete workflow, Cancel) for the group accordingly:

6. Click on Save in the ribbon.

Your change is applied to the entire group and its members.