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) |
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Change Branding Options | X |
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Plugins | X |
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Access Settings Option from Main Menu | X | X |
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Access Secure Option from Main Menu | X | X |
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Create Users | X | X |
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Assign User Permissions to a Record Class | X | X |
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Monitor Services | X | X |
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Create and Manage File Plan | X | X | X |
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Monitor | X | X | X |
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Inbox | X | X | X |
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| X |
Browse/Search Records | X | X | X | X | X |
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View Record Details | X | X | X | X | X |
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View Record Properties | X | X | X | X | X |
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View Record Audit | X | X | X |
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Create Requests | X | X | X | X | X |
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Declare Records | X | X | X |
| X |
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Undeclare Records | X | X | X |
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Create Template for Approval Notification Emails | X | X |
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Classify Records | X | X | X |
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Approve, Submit, Dismiss, Retry, Complete Action Items | X | X | X |
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| X |
Legal Holds (Creating/viewing of cases, applying holds, configuring hold rules, removing holds) | X | X | X |
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Services (Deletion) | X | X |
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Access Plan option from Main Menu | X | X | X |
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Access Manage option from Main Menu | X | X | X |
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Declare Obsolete | X | X | X |
| X |
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Declare Superseded | X | X | X |
| X |
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Generate and View Reports | X | X | X |
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View Destruction Certificates | X | X | X |
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View Audit in Monitor option | X | X | X |
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View Event Occurrences | X | X | X |
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View Pending Automation | X | X | X |
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