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Declare Superseded | X | X | X |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 |
|
|