Security Role Privilege Overview

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 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Declare Superseded	X	X	X	X**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

*Subject to Records Filter

**Only when given specific permissions

†Only when made an approver