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Declare Superseded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