Record Manager Guide

Gimmal Records Management has two levels of record manager roles:

• Global Record Manager - Assign this role to record managers who have responsibility for ensuring compliance on all records regardless of country, sensitivity, or department.  It is possible to not have an account assigned Global Record Manager, in which case the System Admin role would be responsible for the configuration of Record Filters and securing the File Plan.
• Record Manager - Assign this role to record managers who have limitations on their scope of records they are responsible for.  The Record Manager role is bound by Record Filters, and will not be able to configure Record Class permissions for end users.

Topics in this guide are for the Record Manager role, including setting up the file plan, classifying content, and monitoring the records program.  The Global Record Manager role also has these capabilities.