Each security role has different privileges within the software.
Permission | System Admin | Global
Record Manager | Record Manager | User |
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Change Branding Options | X |
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Plugins (Master Account only) |
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| Global Preferences | X |
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| Theme | X |
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| Email Server Settings | X |
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Create Template for Approval Notification Emails | X |
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| Notification Settings | X |
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My Preferences | X | X | X | X |
Access Secure Option from Main Menu | X |
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Create Users | X |
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Assign User Permissions to a Record Class | X |
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Monitor Services | X |
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Create and Manage File Plan | X | X | X |
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| Record Filters | X | X |
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Access Monitor from Main Menu | X | X | X |
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Inbox | X | X | X* | X* |
Physical Confirmation | X | X | X* |
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Expired Records | X | X | X* |
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Rejected Records | X | X | X* | X* |
Exceptions | X | X | X |
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View Destruction Certificates | X | X | X |
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View Disposed Records | X | X | X* |
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View Record Details | X | X | X | X** |
View Record Properties | X | X | X | X** |
View Record Audit | X | X | X |
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Declare Records | X | X | X | X** |
Undeclare Records | X | X | X |
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Classify Records | X | X | X |
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Approve, Submit, Pause, Reject Inbox Items | X† | X† | X† | X† |
| Hold or Reclassify Expired Items | X | X | X |
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Legal Holds (Creating/viewing of cases, applying holds, configuring hold rules, removing holds) | X | X | X |
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Services (Deletion) | X |
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Access Manage option from Main Menu | X | X | X* |
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Declare Obsolete | X | X | X | X** |
Declare Superseded | X | X | X | X** |
Generate and View Reports | X | X | X |
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View Event Occurrences | X | X | X |
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View Pending Automation | X | X | X |
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*Subject to Records Filter
**Only when given specific permissions
†Only when made an approver