Provisioning > Manage Users & Groups > Role Permissions for Users & Groups

Role Permissions for Users & Groups

The permissions to be assigned to a user/group can be accessed from the User Management>Roles tab.

See the chart below for permissions available per category and per CAM tier.

Allow/Deny Permission to Users

To allow or deny permission to a user, the user must be added to a Group.

  1. Create a group in the User Management>Groups tab
  2. Now, select the group and in the Action column click the icon and select Users.
  3. Add users to the Group. You can create multiple groups and add users based on based on CAM modules/features to be accessed.
  4. Create a role in the User Management>Roles tab.
  5. Assign Permissions to the Role. You can create multiple roles and assign/deny permissions based on CAM modules/features to be accessed.
  6. In the User Management Services tab, select the Service and in the far right column click the Action menu. Select Security.
  7. Click the Assign Role button and select the User Group and the Role to be assigned to the group. You can assign multiple groups and roles to a Service.
  8. Based on the permissions assigned to the role, the user group is allowed or denied permissions to CAM modules.

Permissions Available

Feature/Category Permission Description Available in:
     
C1 C2 C3 C4 C5
General   Available for C1, C3-C5.
X N/A X X X
  View App Switcher Enables user to switch between User Management & Workspace Management modules.  
  View Notification Center Enables the user to view the notification center. Available for C1-C5.
X X X X X
  Profile Allows the user to view settings on their profile and profile information.  
  Sign-Out Signs out the currently logged-in user.  
  Login Brings the user to the login page of CAM.  
Jobs   Available for C1, C3-C5.
X N/A X X X
  View Job Tab (Service Center) Enables the Job tab (also called Service Center) to display.  
  Edit Job Details Enables user to view the job details in Jobs tab.  
  Create Workspace Enables user to add a new workspace in Administration>Workspace Wizard Configuration  
  View Log Enables user to view the log in Administration>Log Center  
  Delete Log Enables user to delete log in Administration>Log Center  
  View Job Details Enables user to view job details in Jobs tab  
  Upload Job Allows user to upload files to begin jobs.  
  Retry Job Enables user to retry a job  
  Delete Job Enables user to delete a job from the Jobs tab.  
  Link To Workspace Enables user to link workspaces from external systems.  
Matters   Available for C1, C3-C5.
X N/A X X X
  View Matters Tab

Enables user to view all matters in the Directory tab

  
  View Matter Metadata Enables user to view matter metadata  
  View Matter Security Enables user to view the matter security edit option in Directory tab.  
  View Matter System Details Enables user to view the matter workspace details  
  View Matter Details Enables user to view matter details in the Directory tab  
  View Manage Folder Dialog Enables user to edit the workspace template folder structure in the Directory tab.  
  Edit Matter System Details Enables user to edit the matter system details.  
  Edit Matter Metadata Enables user to edit matter metadata in Directory tab.  
  Edit Matter Security Enables user to view the matter security details in Directory tab.  
  Reassign Template Enables user to view this option in the Directory tab>External System menu options.  
  Generate Template Enables user to generate a new template from existing workspace similar to Administration>Template Editor  
  Add New System Allows the user to add a new system to sync with, as in External System Configuration>Settings  
  View Add Source System Allows the user to view the option to add a new source system to sync with, as in External System Configuration>Settings  
  Remove Content

Enable user to delete the workspace from CAM or CAM and External system both

Matter details > Remove Content

  
  View My Projects Enable user to view list of projects where user has explicit access (via group membership or as a user on the ACL) in the Directory tab  
  View Reconciliation Report Enables user to view reconciliation report after creating workspaces to validate folder structures created as per assigned template  
Users & Groups   Available for C1, C3-C5.
X N/A X X X
  View-Dynamic-Groups Enables user to view or hide Users>Groups>Dynamic Groups  
  View Users & Groups Tab Enables users to view User Management> Groups tab.  
  View User Details Enables users to see the details of a specific user in the Users & Groups tab  
  View Group Details Enables users to see the details of a specific group in the Users & Groups tab.  
  View User Membership Enables user to view the Matters the user is associated to.  
  Create Users Enables user to add a user via Workspace Provisioning (via Data Uploader or Users & Groups or Jobs)  
  Edit User Membership Enables user to edit user details in Users & Groups. (Hides the Edit option)  
  Delete User Membership Enables user to delete Groups in Users & Groups (Hides the Remove option in Edit dialog)  
Workspaces   Available for C3-C5
N/A N/A X X X
  View Workspace Tab Displays the workspace tab for users to search workspaces.  
  Search as Administrator Enables user to search matters as an administrator.  
  Workspace Search (API Based) Enables user to search based on System, Repository, and Workspace ID.  
Documents   Available for C2-C5
N/A X X X X
  View Documents tab Displays the documents tab for users to search for documents.  
  Search as Administrator Enables user to search matters as an administrator.  
Approval   Available for C1, and C3-C5.
X N/A X X X
  View Approval Tab Enables users to view the Approvals tab.  
  Approve Allows user to approve modification or creation in CAM.  
Analytics   Available for C3-C5.
N/A N/A X X X
  View Analytics Tab Enables user to view the Analytics tab.  
  Create New Query Enables user to create a new query in the Analytics tab.  
  Execute Query Enables user to execute a query in the Analytics tab.  
  View Add New Graph Enables user to view the add new graph button in the Analytics tab.  
  Apply to Workspace Enables user to apply query to workspace option in the Analytics tab.  
  View Delete Graph Enables user to view the Delete graph button in the Analytics tab.  
  View Edit Graph Enables user to view the Edit Graph button in the Analytics tab.  
  Delete Query Enables the delete query button in the Analytics tab.  
  Export to Zip Enables exporting from Analytics to Zip  
  Export to Network Path Enables exporting to network fileshares.  
Quick Search   Available for C1, and C3-C5.
X N/A X X X
  Quick Search Enables user to search in the quick search bar.  
Administrator - General   Available for C1, C3-C5.
X N/A X X X
  View Data Uploader Enables user to view Administration>Data Uploader  
  View Tab Allows the user to control visible tabs.  
  Configure External Systems Enables user to configure, add, or remove External Systems .  
  Manage Log Enables user to manage External System Configuration>Log  
  Layout Enables user to view the layout in Administration>Layout  
  View Upload Users Enables user to view Administration>Upload Users option.  
  Settings Allows the user to see general system settings.  
Administrator - Template Editor   Available for C1, and C3-C5.
X N/A X X X
  Manage Templates Enables user to manage Template Editor>Edit options.  
  Add Template Enables user to add a new template in Administration>Template Editor  
  View Template Enables user to view the template in Administration>Template Editor  
  Delete Template Enables user to delete the template in Administration>Template Editor  
  Delete From Template Enables user to delete the folder from template in Administration>Template Editor> Template> folder
X X X X X
  Delete From Workspace Enables user to delete the folder from Workspace in Administration>Template Editor> Template> folder
X X X X X
  Import Template Editor Enables users to import templates using the template editor dialog.  
  Upload Template Editor Enables users to upload templates to Template Editor.  
  View Generate Template Editor Shows the Generate Template button for the Template Editor page in Administration>Template Editor  
  Export JSON Allows the JSON export for Template Editor.  
  Apply Folder to Workspaces

Enables user to add folder to workspace Administration>Template Editor> Template> Folder.
X X X X X
Administrator - Data Sync   Available for C2-C5.
N/A X X X X
  View Data Sync Enables user to view Administration>Data Sync  
  Manage Data Sync Enables user to view Administration>Background Jobs  
  Allow Audit Sync Enables the synching of audit information. For C3-C5  
Administrator - Bulk Assignment   Available for C1, and C3-C5.
X N/A X X X
  View Bulk Assignment Enables user to view Administration>Bulk Assignment  
User Management   Available for C1, C3-C5.
X N/A X X X
  Permission for viewing User Management Enables user to view the User Management option.  
  Create New User Enables user to add a new user in User Management>Users (Hides the Add New button).  
  Edit User Enables user to edit user details in User Management> Users (Disables the Action menu).  
  Edit Groups in User Management Enables users to edit groups in User Management> Groups tab.  
       
  Delete Groups in User Management Enables users to delete groups in User Management> Groups tab.  
  Create Groups Enables user to add user groups in User Management>Groups (Hides the Add Group button).  
  View Roles in User Management Enables users to view User Management>Roles tab.  
  Create Roles in User Management Enables users to create roles in User Management>Roles  
  Edit Roles in User Management Enables users to edit roles in User Management>Roles  
  Delete Roles in User Management Enables users to delete roles in User Management>Roles  
  Delete User(s) in User Management Enables users to delete users in User Management>Users.  
  View Account Settings Allows for the settings of the account to be changed. Example settings are Configuring Account Lockout attempts and how to recover a locked account.  
Workspace Wizard   Available for C1, and C3-C5.
X N/A X X X
  View Workspace Wizard Configuration Enables user to view Administration> Workspace Wizard Configuration  
  Add Workspace Wizard Dialog Enables user to add a workspace dialog in Administration>Workspace Wizard Configuration  
  Edit Workspace Wizard Dialog Enables user to edit a workspace dialog in Administration>Workspace Wizard Configuration  
  Delete Workspace Wizard Dialog Enables user to delete the workspace wizard dialog in Administration>Workspace Wizard Configuration.  
Business Continuity   Available for C2-C5.
N/A X X X X
  BC Login Enables login to the Business Continuity page.  
  BC Download Enables download of the Business Continuity data backup in S3 bucket.  
Administration - Metadata   Available for C1, C3-C5.
X N/A X X X
  View Metadata Enables user to view Administration>Metadata option  
  Add Metadata Data Enables user to add metadata data in Administration>Metadata  
  Edit Metadata Enables user to edit metadata in Administration>Metadata  
  Manage Metadata Enables user to manage Administration>Metadata Data  
  Delete Metadata Enables user to delete matter metadata (disables the Delete button in Edit Metadata dialog)  
  Import Metadata Enables the user to import metadata CSVs.  
  Export Metadata Enables the user to export current metadata in CAM to CSV.  
  View Metadata Enables user to view new Metadata preview Administration>Metadata V2 (Preview) option.
X N/A X X X
Security   Available for only C4.
N/A N/A N/A X N/A
  Expiration Date Security Allows to secure the expiration dates of archived data.  
Background Jobs   Available for C3-C5.
N/A N/A X X X
  View Background Jobs Enables user to view job details. Available for C2-C5.  
  Add Notification Template

View the Add Template button

  
  Edit Notification Template View the Edit option in the Actions menu.  
  Delete Notification Template View the Delete option in the Actions menu.  
  View Add Notification Job Can view the Notifications jobs.  
  View Notification Template Allows the user to view the notification templates.  
DMS Buttons   Available for C3-C5.
N/A N/A X X X
  Reassign Template

Can view the Reassign Template button.

  
  View Bulk Security Update Can view the Bulk Security Update Dialog  
  View Bulk Profile Update Can view the Bulk Profile Update Dialog  
  View Remove Shortcuts Can view the Remove Shortcuts Dialog  
  View Remove Unused Groups Can View the Remove Unused Groups option.  
  View Add to My Matter

Can View the Add to My Matter button.

  
  View Remove Empty Folders Can view remove empty folders dialog.  
  View Remote Check-in Can view remote check-in button.  
  Apply to Workspace Can apply the structure of documents to workspace.  
  View Export Documents Can view the Export Documents button.  
  View Security Can view the Security button  
  View Add to Recycle Bin Can view the Add to Recycle Bin button  
  View Declare as Record Can view the Declare as a Record option.  
  Add Automatically to Recycle Bin Can view the Add Automatically to Recycle Bin option.  
  View Remove Document Can view the Remove Document button.  
  View Apply New Template Can view apply a new template button.  
  Move Workspaces The ability to move a workspace from one to another. Only available for C4.
  Move Folders / Documents The ability to move a folder or document between workspaces. Only available for C4.
  View Edit Name And Profile Can view Edit name And Profile button  
  View Share Document Or Workspace Can view Share Item button  
  View Send To Teams Can view Send to Teams button  
Manage Systems   Available for C1, C3-C5.
X N/A X X X
  Manage Systems Enables user to manage External System Configuration>Settings  
  Add External System Credentials Enables user to add external system login credentials.  
  Edit External Systems Credentials Enables user to edit the External System Configuration set up.  
  View External Systems Credentials Enables user to view External System login credentials  
  Add External System Rule Enables user to add External System rules (disables the Add New button)  
  View External System Rule Enables user to view external system Workspace Rules & Template Rules  
  View Default Group Rule Enables user to add or remove, or setup the default group for a particular external system.  
  View Add Source System Enables users to view the Add Source System button and window so Source Systems can be added.  
  View Default Document Metadata Allows the user to view the Default Document Metadata section for iManage and NetDocuments  
Manual Sync - Microsoft Teams to DMS   Add-Ons for C1-C5.
X X X X X
  Move from Team to DMS Enables users to view Move or Copy contents to DMS Directory Tab > Matter Details > Move or Copy  
  ETL Manager View Enables user to configure ETL Manager Administration > ETL Manager  
Auto Sync - Microsoft Teams to DMS   Add-Ons for C1-C5.
X X X X X
  Move from Team to DMS Enables users to view Move or Copy contents to DMS Directory Tab > Matter Details > Move or Copy  
  ETL Manager View Enables user to configure ETL Manager Administration > ETL Manager  
  ETL Manager Edit Enables users to Edit Configuration. Administration > ETL Manager > Configuration  
  ETL Import Links

Enable users to upload config details from CSV.

Administration > ETL Manager > Job Details-Hamburger Sign

  
  ETL Schedule Sync

Enable users to schedule sync options while editing ETL Config job.

Administration > ETL Manager > Default Settings > Actions

Also from Directory tab -> Matter Details -> Copy (Sync Option will be hide)

  
  View Activate Deactivate Job Enables users to Edit specific ETL Job. Administration > ETL Manager > Job - Details-Actions  
  View Delete Enables users to Edit specific ETL Job. Administration > ETL Manager > Job - Details-Actions  
  View Add New Job Setting Enables users to Edit specific ETL Job. Administration > ETL Manager > Default Settings  
  View Edit Job Setting Enables users to Edit specific ETL Job. Administration > ETL Manager > Job - Details-Actions  
  View Edit ETL Config Jobs Enables users to Edit specific ETL Job. Administration > ETL Manager > Default Settings > Actions  
  Delete ETL Config Enables user to delete ETL settings. Administration > ETL Manager > Default Settings > Actions  
  Retry the subscription Enables user to retry the subscription if it's failed.  
Others   Available for C1-C5.
X X X X X
  Delete Empty Folder Enables user to delete Empty folders at iManage web-extension and worksite  
Control Center   Permissions are dependent on the license plan. See each permission for details.
X X X X X
  View Control Center Main Tab in CAM
N/A X X X X
  View CC Controls Controls Tab in Control Center
N/A X X X X
  View CC Control Approvals Control Approvals and Approvals Tab
N/A N/A N/A N/A X
  View CC Action Approvals Action Approvals and Approvals Tab
N/A N/A N/A N/A X
  View CC Manual Attach Manual Attach buttton
N/A N/A N/A N/A X
  View CC Reports Reports Tab in Control Center
N/A N/A N/A N/A X
  View CC Settings Settings Tab in Control Center
N/A N/A N/A N/A X
  Create Control Display/Hide Create Control Button and all menu options (except Details) on main Controls tab
N/A N/A N/A N/A X
  Create Action Type Control Create/View Action Type Controls
N/A N/A N/A N/A X
  Create Retention Type Control Create/View Retention Type Controls
N/A N/A N/A N/A X
  Create Security Type Control Create/View Security Type Controls
N/A N/A N/A N/A X
  Create Legal Hold Type Control Create/View Legal Hold Type Controls
N/A N/A N/A N/A X
  Retention Disposition Action Create only Disposition Action in Retention Control
N/A N/A N/A N/A X

 

Last updated on December 4, 2020

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