Security Role Privilege Overview

Change Branding Options

X

Plugins (Master Account only)

Global Preferences

X

Theme

X

Email Server Settings

X

Create Template for Approval Notification Emails

X

Notification Settings

X

My Preferences

X

X

X

X

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 Filters

X

X

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Declare Superseded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