Permissions Overview
When assigning users to accounts, each level of security has different permissions within the software.
Permission | Master | System Admin | Record Manager | User (View) | Users (Declare) | Users (Approve) |
---|---|---|---|---|---|---|
Change Branding Options | X | |||||
Plugins | X | |||||
Access Settings Option from Main Menu | X | X | ||||
Access Secure Option from Main Menu | X | X | ||||
Create Users | X | X | ||||
Assign User Permissions to a Record Class | X | X | ||||
Monitor Services | X | X | ||||
Create and Manage File Plan | X | X | X | |||
Monitor | X | X | X | |||
Inbox | X | X | X | X | ||
Browse/Search Records | X | X | X | X | X | |
View Record Details | X | X | X | X | X | |
View Record Properties | X | X | X | X | X | |
View Record Audit | X | X | X | |||
Create Requests | X | X | X | X | X | |
Declare Records | X | X | X | X | ||
Undeclare Records | X | X | X | |||
Create Template for Approval Notification Emails | X | X | ||||
Classify Records | X | X | X | |||
Approve, Submit, Dismiss, Retry, Complete Action Items | X | X | X | X | ||
Legal Holds (Creating/viewing of cases, applying holds, configuring hold rules, removing holds) | X | X | X | |||
Services (Deletion) | X | X | ||||
Access Plan option from Main Menu | X | X | X | |||
Access Manage option from Main Menu | X | X | X | |||
Declare Obsolete | X | X | X | X | ||
Declare Superseded | X | X | X | X | ||
Generate and View Reports | X | X | X | |||
View Destruction Certificates | X | X | X | |||
View Audit in Monitor option | X | X | X | |||
View Event Occurrences | X | X | X | |||
View Pending Automation | X | X | X |