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The Correspondence Management Solution uses LiveCycle user
accounts and groups to set node permissions and privileges in CRX.
You need to create users and groups in LiveCycle and assign them
roles specific to Correspondence Management. For details on creating
users and groups in LiveCycle, see Setting up
and organizing users.
Configuring LiveCycle role mapping for Correspondence Management users and groupsYou assign roles for users and groups from the Role Management
user interface in the User Management Section of AdminUI. For details
on assigning roles to users and groups, see Assign
a role to users and groups.
When Correspondence Management is installed as a part
of LiveCycle installation, roles are created on LiveCycle servers
and these roles are mapped against the respective Correspondence
Management groups in CRX.
To verify the new roles, login to LiveCycle Administration
console and navigate to Home > Settings > User Management
> Role Management. Ensure that following roles are listed:
Role
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Description
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Correspondence Management Administrator
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A user having this role is a general system
administrator for Correspondence Management. This role enables the
user to modify all assets. This role also lets define the categories.
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Correspondence Management Subject Matter Expert
|
This persona has the role enabling a User
to Create, Update and Delete texts and images
|
Correspondence Management Application Specialist
|
A User having this Role is able to define
the letter template by judicious usage of the text, picture, condition,
list objects. With this role, the user can Create, Update and Delete
the letter templates, layouts, lists, conditions, texts and images.
|
Correspondence Management Claim Adjustor
|
A user having this role serves as an Agent.
An agent user would use the letter template defined by the business
user to produce the letter communication to deliver to the customer
|
Correspondence Management Form Designer
|
A user having this role has the skills to
design form layouts using LiveCycle Designer. Having equipped with
the necessary know-how to design form layouts for use in correspondence
management, this user will use LiveCycle Designer and design the
XDP templates, which would serve as the boilerplate for the letter.
|
Correspondence Management Developer
|
A user having this role has the knowledge
about XSD schema and data modelling concepts and is responsible
for creation and maintenance of Data Dictionaries.
|
In
the Correspondence Management solution, you can create departments and
add assets to each department in the Manage Assets user interface.
The roles described above are the roles assigned to the users of
the default Correspondence management department. If you create
departments in the solution, the above roles are replicated for
each department. You then need to Assign
a role to users and groups to each custom department. For
details on how to add departments, see Adding departments to the Manage Assets user interface.
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