Assign Admin Permissions for empower® Document Automation

Available from Version: 9.7

Operating System: Windows

Hosting Option: Corporate Cloud

Required Permissions: IT Admin

If you have purchased empower® Document Automation or one of the empower® Solutions which include empower® Document Automation, you need to whitelist users who will function as administrators for empower® Document Automation.

These admin users will then be able to create and save automated templates in the empower® Library.

Note

If you are hosting in the empower® Cloud, empower® Support will take care of this configuration and will whitelist the list of users or user group provided by you.

Note

For further information regarding empower® Document Automation, refer to our empower® Document Automation manual.

Whitelist Admins in Database

To assign admin permissions to a user, the user needs to be whitelisted for the respective feature in the empower® Database.

You can also whitelist a user group if you want to have multiple admins for empower® Document Automation.

To do so, you need the principal ID of the respective user or user group.

If you want to assign the permissions to a user group, this user group must have been created and synchronized to empower® in advance.

To find out the principal ID of a user, execute the following script on the database:

 
SELECT TOP (50) *
FROM [core].[PrincipalUsers]
WHERE LastName = 'UserName' --> the name of the user

To find out the principal ID of a group, execute the following script on the database:

 
SELECT TOP (50) *
FROM [core].[PrincipalGroups]
WHERE Name = 'GroupName' --> the name of the group

The whitelist is created by editing the contents of the database table core.ConfigurationFeaturePrincipalMappings.

To add a user or user group to the whitelist, execute the following script on the database:

 
DECLARE @FeatureId AS VARCHAR(100)='empower.Automation';
DECLARE @PrincipalId AS VARCHAR(100)='[PRINCIPAL ID]';
DECLARE @IsExcluding AS BIT = 0
 
INSERT INTO [core].[ConfigurationFeaturePrincipalMappings]
VALUES (@FeatureId, @PrincipalId, @IsExcluding, GETUTCDATE())
 
UPDATE [core].[ConfigurationFeatures]
SET LastModifiedOn = GETUTCDATE()
WHERE Id = @FeatureId

In the script, replace the placeholder [PRINCIPAL ID] with the principal ID for the user or user group to which you want to grant admin permissions for empower® Document Automation.

Note

In general, the feature must be enabled globally for the whitelist to be applicable.

If the feature is globally disabled, it cannot be activated partially by creating a whitelist.

For further information regarding the global activation and deactivation of features, refer to our empower® Admin Center manual.

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