Permissions Overview

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Declare Superseded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