OnBase is also known as Unity Client and it is a desktop client application installed on every BGRS machine.
The application is very vast and has multiple groups which define the level of permission a user has in OnBase.
Below are the groups divided in 4 categories with detailed description -
A. Security Groups which define access to clients (ONLY 1 to be selected)
| _ALLUSERS | Assigned to all users. Necessary for Unity Client access. | X |
| Security KW Groups (Choose 1) | ||
| _SECURITYKW-ALL CLIENTS | View all GSP and IGP Corporate Clients, restricted IGP Corporate Clients, and US Govt clients | |
| _SECURITYKW-CORP-ALL | View all GSP and IGP non-restricted Corporate Clients | |
| _SECURITYKW-CUSTOMER VIEW | View all GSP and IGP non-restricted Corporate Clients | |
| _SECURITYKW-CLIENT VIEW | View all GSP and IGP non-restricted Corporate Clients | |
| _SECURITYKW-EMPLOYEE VIEW | View all GSP and IGP non-restricted Corporate Clients | |
| _SECURITYKW-CORP-ALL+Bayer ONLY | View all GSP and IGP non-restricted Corporate Clients and restricted client Bayer | |
| _SECURITYKW-CORP-ALL+FORD ONLY | View all GSP and IGP non-restricted Corporate Clients and restricted client Ford | |
| _SECURITYKW-CORP-ALL+LMC ONLY | View all GSP and IGP non-restricted Corporate Clients and restricted client LMC | |
| _SECURITYKW-CORP-ALL+CIBC ONLY | View all GSP and IGP non-restricted Corporate Clients and restricted client CIBC | |
| _SECURITYKW-CORP-ALL+BAYER +FORD | View all GSP and IGP non-restricted Corporate Clients and restricted client Bayer and Ford | |
| _SECURITYKW-CORP-ALL+BAYER +LMC | View all GSP and IGP non-restricted Corporate Clients and restricted client Bayer and LMC | |
| _SECURITYKW-CORP-ALL+BAYER +CIBC | View all GSP and IGP non-restricted Corporate Clients and restricted client Bayer and CIBC | |
| _SECURITYKW-CORP-ALL+FORD+LMC | View all GSP and IGP non-restricted Corporate Clients and restricted client Ford and LMC | |
| _SECURITYKW-CORP-ALL+FORD+CIBC | View all GSP and IGP non-restricted Corporate Clients and restricted client Ford and CIBC | |
| _SECURITYKW-CORP-ALL+LMC+CIBC | View all GSP and IGP non-restricted Corporate Clients and restricted client LMC and CIBC | |
| _SECURITYKW-CORP-ALL+BAYER +FORD+LMC | View all GSP and IGP non-restricted Corporate Clients and restricted client Bayer, Ford and LMC | |
| _SECURITYKW-CORP-ALL+BAYER +FORD+CIBC | View all GSP and IGP non-restricted Corporate Clients and restricted client Bayer, Ford and CIBC | |
| _SECURITYKW-CORP-ALL+FORD+LMC+CIBC | View all GSP and IGP non-restricted Corporate Clients and restricted client Ford, LMC and CIBC | |
| _SECURITYKW-CORP-ALL+BAYER +FORD+LMC+CIBC | View all GSP and IGP non-restricted Corporate Clients and restricted client Bayer, Ford, LMC and CIBC | |
| _SECURITYKW-CORP-ALL+BAYER +FORD+GOVT | View all GSP and IGP non-restricted Corporate Clients and restricted client Bayer, Ford and GOVT | |
| _SECURITYKW-CORP-ALL+BAYER +FORD+HONFMT | View all GSP and IGP non-restricted Corporate Clients and restricted client Bayer, Ford and HONFMT | |
| _SECURITYKW-CORP-ALL+BAYER +FORD+VA | View all GSP and IGP non-restricted Corporate Clients and restricted client Bayer, Ford and VA | |
| _SECURITYKW-CORP-ALL+BAYER +FORD+LMC+GOVT | View all GSP and IGP non-restricted Corporate Clients and restricted client Bayer, Ford , LMC and GOVT | |
| _SECURITYKW-CORP-ALL+BAYER +FORD+LMC+HONFMT | View all GSP and IGP non-restricted Corporate Clients and restricted client Bayer, Ford, LMC and HONFMT | |
| _SECURITYKW-CORP-ALL+BAYER +FORD+LMC+VA | View all GSP and IGP non-restricted Corporate Clients and restricted client Bayer, Ford, LMC and VA | |
| _SECURITYKW-CORP-ALL+BAYER +FORD+CIBC+GOVT | View all GSP and IGP non-restricted Corporate Clients and restricted client Bayer, Ford, CIBC and GOVT | |
| _SECURITYKW-CORP-ALL+BAYER +FORD+CIBC+HONFMT | View all GSP and IGP non-restricted Corporate Clients and restricted client Bayer, Ford, CIBC and HONFMT | |
| _SECURITYKW-CORP-ALL+BAYER +FORD+CIBC+VA | View all GSP and IGP non-restricted Corporate Clients and restricted client Bayer, Ford, CIBC and VA | |
| _SECURITYKW-CORP-ALL+BAYER +FORD+GOVT+HONFMT | View all GSP and IGP non-restricted Corporate Clients and restricted client Bayer, Ford, GOVT and HONFMT | |
| _SECURITYKW-CORP-ALL+BAYER +FORD+GOVT+VA | View all GSP and IGP non-restricted Corporate Clients and restricted client Bayer, Ford, GOVT and VA | |
| _SECURITYKW-CORP-ALL+BAYER +FORD+HONFMT+VA | View all GSP and IGP non-restricted Corporate Clients and restricted client Bayer, Ford, HONFMT and VA | |
| _SECURITYKW-CORP-ALL+FORD+LMC+GOVT | View all GSP and IGP non-restricted Corporate Clients and restricted client Ford, LMC and GOVT | |
| _SECURITYKW-CORP-ALL+FORD+LMC+HONFMT | View all GSP and IGP non-restricted Corporate Clients and restricted client Ford, LMC and HONFMT | |
| _SECURITYKW-CORP-ALL+FORD+LMC+VA | View all GSP and IGP non-restricted Corporate Clients and restricted client Ford, LMC and VA | |
| _SECURITYKW-CORP-ALL+FORD+CIBC+GOVT | View all GSP and IGP non-restricted Corporate Clients and restricted client Ford, CIBC and GOVT | |
| _SECURITYKW-CORP-ALL+FORD+CIBC+HONFMT | View all GSP and IGP non-restricted Corporate Clients and restricted client Ford, CIBC and HONFMT | |
| _SECURITYKW-CORP-ALL+FORD+CIBC+VA | View all GSP and IGP non-restricted Corporate Clients and restricted client Ford, CIBC and VA | |
| _SECURITYKW-CORP-ALL+FORD +GOVT+HONFMT | View all GSP and IGP non-restricted Corporate Clients and restricted client Ford, GOVT and HONFMT | |
| _SECURITYKW-CORP-ALL+FORD +GOVT+VA | View all GSP and IGP non-restricted Corporate Clients and restricted client Ford, GOVT and VA | |
| _SECURITYKW-CORP-ALL+FORD+LMC+CIBC+GOVT | View all GSP and IGP non-restricted Corporate Clients and restricted client Ford, LMC, CIBC and GOVT | |
| _SECURITYKW-CORP-ALLFORD+LMC+CIBC+HONFMT | View all GSP and IGP non-restricted Corporate Clients and restricted client Ford, LMC, CIBC and HONFMT | |
| _SECURITYKW-CORP-ALL+FORD+LMC+CIBC+VA | View all GSP and IGP non-restricted Corporate Clients and restricted client Ford, LMC, CIBC and VA | |
| _SECURITYKW-CORP-ALL+FORD+LMC+GOVT+HONFMT | View all GSP and IGP non-restricted Corporate Clients and restricted client Ford, LMC, GOVT and HONFMT | |
| _SECURITYKW-CORP-ALL+FORD+LMC+GOVT+VA | View all GSP and IGP non-restricted Corporate Clients and restricted client Ford, LMC, GOVT and VA | |
| _SECURITYKW-CORP-ALL+FORD+LMC+HONFMT+VA | View all GSP and IGP non-restricted Corporate Clients and restricted client Ford, LMC, HONFMT and VA | |
| _SECURITYKW-CORP-ALL+LMC+GOVT | View all GSP and IGP non-restricted Corporate Clients and restricted client LMC and GOVT | |
| _SECURITYKW-CORP-ALL+LMC+HONFMT | View all GSP and IGP non-restricted Corporate Clients and restricted client LMC and HONFMT | |
| _SECURITYKW-CORP-ALL+LMC+VA | View all GSP and IGP non-restricted Corporate Clients and restricted client LMC and VA | |
| _SECURITYKW-CORP-ALL+LMC+CIBC+GOVT | View all GSP and IGP non-restricted Corporate Clients and restricted client LMC, CIBC and GOVT | |
| _SECURITYKW-CORP-ALL+LMC+CIBC+HONFMT | View all GSP and IGP non-restricted Corporate Clients and restricted client LMC, CIBC and HONFMT | |
| _SECURITYKW-CORP-ALL+LMC+CIBC+VA | View all GSP and IGP non-restricted Corporate Clients and restricted client LMC, CIBC and VA | |
| _SECURITYKW-CORP-ALL+LMC+GOVT+HONFMT | View all GSP and IGP non-restricted Corporate Clients and restricted client LMC, GOVT and HONFMT | |
| _SECURITYKW-CORP-ALL+LMC+GOVT+VA | View all GSP and IGP non-restricted Corporate Clients and restricted client LMC, GOVT and VA | |
| _SECURITYKW-CORP-ALL+LMC+HONFMT+VA | View all GSP and IGP non-restricted Corporate Clients and restricted client LMC, HONFMT and VA | |
| _SECURITYKW-CORP-ALL+CIBC+GOVT | View all GSP and IGP non-restricted Corporate Clients and restricted client CIBC and GOVT | |
| _SECURITYKW-CORP-ALL+CIBC+HONFMT | View all GSP and IGP non-restricted Corporate Clients and restricted client LMC, GOVT and HONFMT | |
| _SECURITYKW-CORP-ALL+CIBC+VA | View all GSP and IGP non-restricted Corporate Clients and restricted client CIBC and VA | |
| _SECURITYKW-CORP-ALL+CIBC+GOVT+HONFMT | View all GSP and IGP non-restricted Corporate Clients and restricted client CIBC, GOVT and HONFMT | |
| _SECURITYKW-CORP-ALL+CIBC+GOVT+VA | View all GSP and IGP non-restricted Corporate Clients and restricted client CIBC, GOVT and VA | |
| _SECURITYKW-CORP-ALL+CIBC+HONFMT+VA | View all GSP and IGP non-restricted Corporate Clients and restricted client CIBC, HONFMT and VA | |
| _SECURITYKW-CORP-ALL+GOVT | View all GSP and IGP non-restricted Corporate Clients and restricted client GOVT | |
| _SECURITYKW-CORP-ALL+GOVT+HONFMT | View all GSP and IGP non-restricted Corporate Clients and restricted client GOVT and HONFMT | |
| _SECURITYKW-CORP-ALL+GOVT+VA | View all GSP and IGP non-restricted Corporate Clients and restricted client GOVT and VA | |
| _SECURITYKW-CORP-ALL+GOVT+HONFMT+VA | View all GSP and IGP non-restricted Corporate Clients and restricted client GOVT, HONFMT and VA | |
| _SECURITYKW-CORP-ALL+HONFMT+VA | View all GSP and IGP non-restricted Corporate Clients and restricted client HONFMT and VA | |
| _SECURITYKW-CORP-ALL+VA | View all GSP and IGP non-restricted Corporate Clients and restricted client VA | |
| _SECURITYKW-CORP-ALL+RESTRICTED+VA | View all GSP and IGP non-restricted Corporate Clients and restricted client(Bayer, LMC and CIBC) and VA | |
| _SECURITYKW-CORP-ALL+RESTRICTED+GOVT | View all GSP and IGP non-restricted Corporate Clients and restricted client(Bayer, LMC and CIBC) and GOVT | |
| _SECURITYKW-CORP-ALL+RESTRICTED+HONFMT | View all GSP and IGP non-restricted Corporate Clients and restricted client(Bayer, LMC and CIBC) and HONFMT | |
| _SECURITYKW-CORP-ALL+FORD +GOVT | View all GSP and IGP non-restricted Corporate Clients and restricted client FORD and GOVT | |
| _SECURITYKW-CORP-ALL+FORD+HONFMT | View all GSP and IGP non-restricted Corporate Clients and restricted client FORD and HONFMT | |
| _SECURITYKW-CORP-ALL+FORD+VA | View all GSP and IGP non-restricted Corporate Clients and restricted client FORD and VA | |
| _SECURITYKW-CORP-ALL+BAYER +GOVT. | View all GSP and IGP non-restricted Corporate Clients and restricted client Bayer and GOVT | |
| _SECURITYKW-CORP-ALL+BAYER+HONFMT | View all GSP and IGP non-restricted Corporate Clients and restricted client Bayer and HONFMT | |
| _SECURITYKW-CORP-ALL+BAYER +VA | View all GSP and IGP non-restricted Corporate Clients and restricted client Bayer and VA | |
| _SECURITYKW-CORP-ALL+RESTRICTED+GOVT+HONFMT | View all GSP and IGP non-restricted Corporate Clients and restricted client(Bayer, LMC and CIBC),GOVT and HONFMT | |
| _SECURITYKW-CORP-ALL+RESTRICTED+GOVT+VA | View all GSP and IGP non-restricted Corporate Clients and restricted client(Bayer, LMC and CIBC),GOVT and VA | |
| _SECURITYKW-CORP-ALL+RESTRICTED+HONFMT+VA | View all GSP and IGP non-restricted Corporate Clients and restricted client(Bayer, LMC and CIBC),HONFMT and VA | |
B. DocType Groups (Select all that are needed based on individual's role)
| DOCTYPE-AC-L1 (Limited Access Only) | Grants Read Only privileges to Accounts Payable Confidential documents. |
| DOCTYPE-AC-L4 (Limited Access Only) | Grants viewing and uploading privileges to Accounts Payable Confidential documents |
| DOCTYPE-AC-L5 (Limited Access Only) | Grants viewing, uploading, and deleting privileges to Accounts Payable Confidential documents |
| DOCTYPE-AP-L1 | Grants Read Only privileges to Accounts Payable documents. |
| DOCTYPE-AP-L4 | Grants viewing and uploading privileges to Accounts Payable documents |
| DOCTYPE-AP-L5 | Grants viewing, uploading, and deleting privileges to Accounts Payable documents |
| DOCTYPE-BC-L1 | Grants Read Only privileges to Billing, Cash App, Client Financial documents. |
| DOCTYPE-BC-L4 | Grants viewing and uploading privileges to Billing, Cash App, Client Financial documents |
| DOCTYPE-BC-L5 | Grants viewing, uploading, and deleting privileges to Billing, Cash App, Client Financial documents |
| DOCTYPE-BC-WRITEOFF-L1 | Grants Read Only privileges to Billing, Cash App, Client Financial Write-off documents. |
| DOCTYPE-CA-L1 * | Grants Read Only privileges to Client Accounting documents. (Historical documents ONLY. CA Doctypes no longer used. For current customer expense documents use DOCTYPE-CU-L1) |
| DOCTYPE-CA-L4 (Limited Access Only) * | Grants viewing and uploading privileges to Client Accounting documents (Historical documents ONLY. CA Doctypes no longer used. For current customer expense documents use DOCTYPE-CU-L4) |
| DOCTYPE-CM-L1 * | Grants Read Only privileges to Cost Management documents. (Historical documents ONLY. CM Doctypes no longer used. For current customer expense documents use DOCTYPE-CU-L1) |
| DOCTYPE-CM-L4 (Limited Access Only) * | Grants viewing and uploading privileges to Cost Management documents (Historical documents ONLY. CM Doctypes no longer used. For current customer expense documents use DOCTYPE-CU-L4) |
| DOCTYPE-COMP-L1 | Grants Read Only privileges to Global Compensation documents. |
| DOCTYPE-COMP-L4 | Grants viewing and uploading privileges to Global Compensation documents |
| DOCTYPE-COMP-L5 | Grants viewing, uploading, and deleting privileges to Global Compensation documents |
| DOCTYPE-CS-L1 | Grants Read Only privileges to Client Services documents. |
| DOCTYPE-CS-L4 | Grants viewing and uploading privileges to Client Services documents |
| DOCTYPE-CS-L4-CAA | For CAA Role - Grants viewing and uploading privileges to Client Services documents |
| DOCTYPE-CS-L4-CAA-BMA Review Only | For CAA Role - Grants viewing and uploading privileges to BMA Review document type |
| DOCTYPE-CS-L4-CAA-RES | For CAA RES Role - Grants viewing and uploading privileges to Client Services documents |
| DOCTYPE-CS-L5 | Grants viewing, uploading, and deleting privileges to Client Services documents |
| DOCTYPE-CS-L5-CAA | For CAA Role - Grants viewing, uploading, and deleting privileges to Client Services documents |
| DOCTYPE-CS-L5-CAA-RES | For CAA RES Role - Grants viewing, uploading, and deleting privileges to Client Services documents |
| DOCTYPE-CU-L1 | Grants Read Only privileges to Customer Processing documents. |
| DOCTYPE-CU-L4 | Grants viewing and uploading privileges to Customer Processing documents |
| DOCTYPE-CU-L4-UNITY FORM | Grants viewing and uploading privileges to Customer Processing Unity Form IPR documents |
| DOCTYPE-CU-L5 | Grants viewing, uploading, and deleting privileges to Customer Processing documents |
| DOCTYPE-INIT-L1 | Grants Read Only privileges to Initiations documents. |
| DOCTYPE-INIT-L4 | Grants viewing and uploading privileges to Initiations documents |
| DOCTYPE-INIT-L5 | Grants viewing, uploading, and deleting privileges to Initiations documents |
| DOCTYPE-SI-L1 * | Grants Read Only privileges to Supplier Invoice Processing documents. (Historical documents ONLY. SI Doctypes no longer used. For current supplier expense documents use DOCTYPE-SU-L1) |
| DOCTYPE-SI-L4 (Limited Access Only) * | Grants viewing and uploading privileges to Supplier Invoice Processing documents (Historical documents ONLY. SI Doctypes no longer used. For current supplier expense documents use DOCTYPE-SU-L4) |
| DOCTYPE-SM-L4 (Limited Access Only) | Grants viewing and uploading privileges to Supplier Maintenance documents |
| DOCTYPE-SM-L5 (Limited Access Only) | Grants viewing, uploading, and deleting privileges to Supplier Maintenance documents |
| DOCTYPE-SU-L1 | Grants Read Only privileges to Supplier Processing documents. |
| DOCTYPE-SU-L4 | Grants viewing and uploading privileges to Supplier Processing documents |
| DOCTYPE-SU-L5 | Grants viewing, uploading, and deleting privileges to Supplier Processing documents |
| DOCTYPE-TM-L1 | Grants Read Only privileges to Tenancy Management documents. |
| DOCTYPE-TM-L4 | Grants viewing and uploading privileges to Tenancy Management documents |
| DOCTYPE-TM-L5 | Grants viewing, uploading, and deleting privileges to Tenancy Management documents |
| DOCTYPE-TR-L1 | Grants Read Only privileges to Transportation documents. |
| DOCTYPE-TR-L4 | Grants viewing and uploading privileges to Transportation documents |
| DOCTYPE-TR-L5 | Grants viewing, uploading, and deleting privileges to Transportation documents |
| DOCTYPE-UL-L1 | Grants Read Only privileges to Batch Upload documents. |
| DOCTYPE-UL-L4 (Limited Access Only) | Grants viewing and uploading privileges to Batch Upload documents |
| DOCTYPE-UL-L5 (Limited Access Only) | Grants viewing, uploading, and deleting privileges to Batch Upload documents |
| DOCTYPE-WP-L1 (Limited Access Only) | Grants Read Only privileges to Write-Off documents. |
| DOCTYPE-WP-L4 (Limited Access Only) | Grants viewing and uploading privileges to Write-Off documents |
| DOCTYPE-WP-L5 (Limited Access Only) | Grants viewing, uploading, and deleting privileges to Write-Off documents |
C. Report Services groups (Select from these groups only if applicable)
| REPORT SERVICES-CA/CS | Grants access to OnBase Reporting Services application - Client Services and Client Accounting |
| REPORT SERVICES-CAA-CS | Grants access to OnBase Reporting Services application - Client Services |
| REPORT SERVICES-USERS-CA | Grants access to OnBase Reporting Services application - Client Accounting |
D. Workflow Groups (Select from these groups only if applicable. Used for processors, i.e. Silverskills, CAA, Gov't RAs - NOT Consultants)
| WF-AC-PROCESSOR | Workflow Access - Accounts Payable Confidential queue - Processor | |
| WF-AC-SUPERVISOR | Workflow Access - Accounts Payable Confidential queue - Supervisor | |
| WF-BC-PROCESSOR | Workflow Access - Billing, Cash App, Client Financial queue - Processor | |
| WF-BC-SUPERVISOR | Workflow Access - Billing, Cash App, Client Financial queue - Supervisor | |
| WF-COMP-PROCESSOR | Workflow Access - Global Compensation queue - Processor | |
| WF-COMP-SUPERVISOR | Workflow Access - Global Compensation queue - Supervisor | |
| WF-CS-AUDITOR | Workflow Access - Client Services queue - Audit | |
| WF-CS-PROCESSOR | Workflow Access - Client Services queue - Processor | |
| WF-CS-PROCESSOR-RES | Workflow Access - Client Services queue - Processor RES | |
| WF-CS-SUPERVISOR | Workflow Access - Client Services queue - Supervisor | |
| WF-CS-SUPERVISOR-RES | Workflow Access - Client Services queue - Supervisor RES | |
| WF-CU-PROCESSOR | Workflow Access - Customer Processing queue - Processor | |
| WF-CU-PROCESSOR-IPRs | Workflow Access - Customer Processing queue - Processor IPR queue | |
| WF-CU-SAMEDAY PAYMENTS | Workflow Access - Customer Processing queue - General Processing Sameday Payments queue | |
| WF-CU-SME BENEFITS | Workflow Access - Customer Processing queue - Processor and CA-SME Audit queue | |
| WF-CU-SUPERVISOR | Workflow Access - Customer Processing queue - Supervisor | |
| WF-GV-PROCESSOR | Workflow Access - Government queue - Processor | |
| WF-GV-SUPERVISOR | Workflow Access - Government queue - Supervisor | |
| WF-INIT-ASSOCIATE | Workflow Access - Initiations queue - Processor | |
| WF-INIT-SR ASSOCIATE | Workflow Access - Initiations queue - Sr Associate | |
| WF-SM-PROCESSOR | Workflow Access - Supplier Maintenance queue - Processor | |
| WF-SM-SUPERVISOR | Workflow Access - Supplier Maintenance queue - Supervisor | |
| WF-SU-PROCESSOR | Workflow Access - Supplier Processing queue - Processor | |
| WF-SU-PROCESSOR-SAMEDAY | Workflow Access - Supplier Processing queue - General Processing Sameday Payments queue | |
| WF-SU-SUPERVISOR | Workflow Access - Supplier Processing queue - Supervisor | |
| WF-TR-AP INVOICE-SUPERVISOR | Workflow Access - Transportation queue - Supervisor | |
| WF-TR-AP PROCESSOR | Workflow Access - Transportation queue - Processor | |
| WF-TR-AUDITOR | Workflow Access - Transportation queue - Audit | |
| WF-TR-PROCESSOR | Workflow Access - Transportation queue - Processor | |
| WF-TR-SUPERVISOR | Workflow Access - Transportation queue - Supervisor | |
| WF-WP-PROCESSOR | Workflow Access - Write-Off queue - Processor | |
| WF-WP-SUPERVISOR | Workflow Access - Write-Off queue - Supervisor |
E. Additional Groups (Admin ONLY)
| MANAGER | System Administrator access only |
| SCANNER USERS | For use by Record Retention team only |
| SECURITY-PASSWORD RESETS | For use by Service Desk team only |
| SECURITY-USER RIGHTS | For use by Security Administrator only |