Each security role has different privileges within the software.

Permission

System Admin

Global
Record Manager

Record Manager

User

Change Branding Options

X


Plugins (Master Account only)





Global PreferencesX


ThemeX


Email Server SettingsX


Create Template for Approval Notification Emails

X




Notification SettingsX


My Preferences

X

XXX

Access Secure Option from Main Menu

X




Create Users

X




Assign User Permissions to a Record Class

X




Monitor Services

X




Create and Manage File Plan

X

X

X


Record FiltersXX

Access Monitor from Main Menu

X

X

X


Inbox

X

X

X*

X*

Physical Confirmation

X

X

X*


Expired Records

X

X

X*


Rejected Records

X

X

X*

X*

Exceptions

X

X

X


View Destruction Certificates

X

X

X


View Disposed Records

X

X

X*


View Record Details

X

X

X

X**

View Record Properties

X

X

X

X**

View Record Audit

X

X

X


Declare Records

X

X

X

X**

Undeclare Records

X

X

X


Classify Records

X

X

X


Approve, Submit, Pause, Reject Inbox Items

X†

X†

X†

X†
Hold or Reclassify Expired Items

X

X

X


Legal Holds (Creating/viewing of cases, applying holds, configuring hold rules, removing holds)

X

X

X


Services (Deletion)

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Declare Superseded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 Event Occurrences

X

X

X


View Pending Automation

X

X

X


*Subject to Records Filter

**Only when given specific permissions

†Only when made an approver