Create Corporate Access Codes

Use the procedures below if you want to apply a corporate access code to a contact or to a file class in WorkZone Configuration Management, and it is the first time that this corporate access code is used.

If you want to create a simple corporate access code, such as (<Term Access Codes>&<Org. Access Codes>), you can do it in WorkZone Configuration Management in the Basic Data module. See Create a simple corporate access code.

As regards a combined corporate access code, such as (<Term Access Codes>&<Org. Access Codes>)|(<Term Access Codes>&<Org. Access Codes>), you must create it in WorkZone Client or Captia Web Client first and then select it in WorkZone Configuration Management. See Create a combined corporate access code.


Create a simple corporate access code

  1. Click Basic Data > Create corporate access code.
  2. Select one or more term access codes in the Term Part panel and one or more organizational access codes in the Organizational Parts panel, and then click Save. A message shows the access code that you just defined.
  3. Click OK to create the organizational access code, or click No if you want to return to the Create corporate access code page to make corrections.


Create a combined corporate access code

WorkZone Client

  1. In WorkZone Client, open a search page for any item such as a case, document, or contact.
  2. Click Read access to open the Edit read access dialog box.
  3. Click Create new access code.
  4. Create the new combined access code, and click Apply. The new combined access code has been created. You do not need to perform the search in WorkZone Client.
  5. Open WorkZone Configuration Management. The combined access code that you just defined is now available on the Access Code lists in WorkZone Configuration Management.

Captia Web Client

  1. In Captia Web Client, open a search page for any item such as a case, document, or contact.
  2. Click Acc. code to open the Select - Acc. code dialog box.
  3. Create the new combined access code, and click OK. The new combined access code has been created. You do not need to perform the search in Captia Web Client.
  4. Open WorkZone Configuration Management. The combined access code that you just defined is now available on the Access Code lists in WorkZone Configuration Management.