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
- Click Basic Data > Create corporate access code.
- 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.
- 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
- In WorkZone Client, open a search page for any item such as a case, document, or contact.
- Click Read access to open the Edit read access dialog box.
- Click Create new access code.
- 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.
- 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
- In Captia Web Client, open a search page for any item such as a case, document, or contact.
- Click Acc. code to open the Select - Acc. code dialog box.
- 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.
- Open WorkZone Configuration Management. The combined access code that you just defined is now available on the Access Code lists in WorkZone Configuration Management.