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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Declare Superseded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



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