You are here: Appendix > Task Permissions for Users and Groups
Task Permissions for Users and Groups
Task permissions provide highly granular control over which features are available to Milan users or groups.
To manage task permissions for users and groups:
- Open Administration → Milan Users/Groups Setup.
- Click the
icon in the Tasks column for the user or group for which you would like to manage task permissions to open the Task Management dialog.
Note: In order to correctly display the Task Management dialog, the browser window must have a viewable area of at least 1280 x 700 pixels.
- To assign permissions, select one or more permissions in the Available list and click the rightward facing arrow. Conversely, to remove assigned permissions, select one or more permissions in the Selected list and click the leftward facing arrow.
- Click Save to save your changes and close the dialog.
All Task Permissions
The availability of task permissions depends on the modules included in the installed license. The license module column in each of the following tables lists the modules that provide each permission. For suggestions on how to assign permissions to users and groups, see Suggested User Groups and Task Permission Assignments .
General
| Milan Right | Description | License Module |
|---|---|---|
| General: Login | Allows users to authenticate with Milan using the Milan desktop and web clients. | All |
Administration
| Milan Right | Description | License Module |
|---|---|---|
| Administration: Admin | Enables the Administration menu in the Milan web client. | All |
| Administration: Allow users to add themselves to security and group membership | Allows a user to add herself to the security of any entity or group. If a user does not have this permission, she can only add herself with the None access right. | Help Desk |
| Administration: Allow users to configure Restricted Client/Matter | Enables the Setup Restricted Client Matters menu in Milan Administration > More Configurations. | Help Desk |
| Administration: Analytics Center | Enables the Analytics tab in the Milan web client. | Help Desk, Analytics, Advanced Analytics |
| Administration: Background Services | Enables the Background Services menu in Milan Administration. | All |
| Administration: Configure Milan NRTAdmin Account | Enables the Setup NRTAdmin Account menu in Milan Administration. | All |
| Administration: Delete Groups | Enables the Delete icon for groups in the WS Admin tab. | Help Desk, WS Admin Helpdesk |
| Administration: Delete Metadata | Enables the Delete icon for all Metadata in the WS Admin tab. | Help Desk, WS Admin Helpdesk |
| Administration: Delete Roles | Help Desk, WS Admin Helpdesk | |
| Administration: Delete Users | Enables the Delete column in the users list in the WS Admin tab. | Help Desk, WS Admin Helpdesk |
| Administration: Edit Configuration Files | Enables the Configuration Files menu in Milan Administration. | All |
| Administration: Edit Folder Templates | Enables the Folder Template Editor menu in Milan Administration. | Workspace Management, Matter Hub, On Demand Folders, Workspace Wizard |
| Administration: Edit Groups | Enables the Edit column for the groups list on the WS Admin tab. | Help Desk, WS Admin Helpdesk |
| Administration: Edit Metadata | Enables the Edit icon for metadata in WS Admin tab. | Help Desk, WS Admin Helpdesk |
| Administration: Edit Milan Configuration | Enables the Application Configuration menu in Milan Administration. | All |
| Administration: Edit Nrtadmin Group | Enables the NRTADMIN group in the Milan WS Admin tab > Database > Groups. | Help Desk |
| Administration: Edit Roles | Enables the New Role button and Edit column in the roles list on the WS Admin tab. | Help Desk, WS Admin Helpdesk |
| Administration: Edit Users | Enables the Edit column for the users list on the WS Admin tab. | Help Desk, WS Admin Helpdesk |
| Administration: Import Center | Enables the Import Center tab in Milan web client. | Import Documents |
| Administration: Legal Hold | Enables the Litigation Hold tab in Milan web client. | Legal Hold |
| Administration: Log Center | Enables the Log Center menu in Milan Administration. | All |
| Administration: Report Center | Enables the Report Center tab in Milan web client. | Report Center |
| Administration: Security Center | Enables the Security Center tab in Milan web client. | Matter Hub, Ethical Wall, Security Center |
| Administration: Self-Service | Enables the Self-Service Admin menu in Milan Administration. | Ethical Wall |
| Administration: Service Center | Enables the Service Center tab in Milan web client. | All |
| Administration: View Groups | Enables the Groups grid on the WS Admin tab. Edit Groups and Delete Groups have higher priority. | Help Desk, WS Admin Helpdesk |
| Administration: View metadata | Enables the Metadata grid on the WS Admin tab. Edit Metadata and Delete Metadata have higher priority. | Help Desk, WS Admin Helpdesk |
| Administration: View roles | Enables the Roles grid on the WS Admin tab. Edit Roles has higher priority. | Help Desk, WS Admin Helpdesk |
| Administration: View Users | Enables the Users grid on the WS Admin tab. Edit Users and Delete Users have higher priority. | Help Desk, WS Admin Helpdesk |
| Administration: WS Admin | Enables the WS Admin tab in the Milan web client. | Help Desk, WS Admin Helpdesk |
Documents
| Milan Right | Description | License Module |
|---|---|---|
| Documents: Add to Recycle Bin | Enables the Add to Recycle Bin button on the toolbar on the Documents tab. | Recycle Bin |
| Documents: Allow searching by name | Adds the Document Description as a search criteria on the Documents tab. | Document Helpdesk, Workspace Helpdesk |
| Documents: Download via client | Enables the Export menu in the Milan right-click menu for documents in DeskSite. | Matter Hub |
| Documents: Download | Enables the Export toolbar button on the Documents tab. | Export Documents |
| Documents: Edit Profile | Enables the Edit Profile toolbar button on the Documents tab. | Help Desk |
| Documents: Edit Security | Enables Edit Security toolbar button on the Documents tab. | Help Desk |
| Documents: Import | Enables the Import Documents right-click menu for folders on the Milan Workspaces tab. | Import Documents |
| Documents: Move | Enables the Move toolbar button on the Documents tab. | Help Desk, Matter Hub, Move Archive |
| Documents: Permanently Delete | Enables the Delete toolbar button on the Documents tab. | Help Desk, Matter Hub |
| Documents: Remote Check-in | Enables the Remote check-in option for Unlock/Remote Check-in on the Documents tab. | Help Desk |
| Documents: Search | Enables the Documents tab in the Milan web client. | Help Desk, Export Documents, Recycle Bin, Legal Hold, Move Archive |
| Documents: Send Link | Enables the Send Link option on the More Options toolbar button menu on the Documents tab. | Help Desk, Document Helpdesk |
| Documents: Super user add to recycle bin | Allows a user to add any folder or document to the recycle bin. | Recycle Bin |
| Documents: Undeclare | Enables the Undeclare toolbar button on the Documents tab. | WS Admin Helpdesk |
| Documents: Unlock | Enables the Unlock option for Unlock/Remote Check-in on the Documents tab. | Help Desk |
| Documents: View history | Enables the View History toolbar button on the Documents tab. | Help Desk |
| Documents: View Private Name | Allows users to view the document names of Private documents. If not given this permission, users will see Document instead of the actual name. | Help Desk, Export Documents, Document Helpdesk, Workspace Helpdesk, Workspace Management, Recycle Bin, On Demand Folders, Legal Hold, Move Archive |
| Documents: View Profile | Enables the View Profile toolbar button on the Documents tab. | All |
| Documents: View Public name | Allows users to view the document name of Public documents. If not given this permission, users will see Document instead of the actual name. | Help Desk, Export Documents, Document Helpdesk, Workspace Helpdesk, Workspace Management, Recycle Bin, On Demand Folders, Legal Hold, Move Archive |
| Documents: View Security | Enables the View Security toolbar button on the Documents tab. | All |
| Documents: View supervised document | Users with this permission will not have their document activities logged in the document history. | Help Desk, Advanced Analytics |
Folders
| Milan Right | Description | License Module |
|---|---|---|
| Folders: Add to Recycle Bin | Allows users to add folders to the recycle bin. | Recycle Bin |
| Folders: Create Simple | Allows users to create a simple folder with the Create Folder toolbar button on the Workspaces tab. In addition, it enables Manage Folders, Add to My Matters, and Generate Template buttons. | Help Desk |
| Folders: Create | Enables the Manage Folders and Add to My Matters toolbar buttons on the Workspaces tab. | Matter Hub, On Demand Folders |
| Folders: Edit Folder | Matter Hub, On Demand Folders | |
| Folders: ManageFolderClient | ||
| Folders: Move | Enables the Move Folder right-click menu for folders on the Milan Workspaces tab. | Help Desk, Matter Hub, Move Archive |
| Folders: Permanently Delete | Enables the Delete Folder toolbar button on the Workspaces tab. | Matter Hub, On Demand Folders |
| Folders: Super Folder Creation | Allows users to create folders even without matter team rights. However, the user must still have Folders: Create and Folders: Create Simple rights. | Matter Hub, On Demand Folders |
| Folders: View Private Name | Allows users to view the actual folder name of Private folders instead of Folder. | Help Desk, Export Documents, Document Helpdesk, Workspace Helpdesk, Workspace, Management, Recycle Bin, On Demand Folders, Legal Hold, Move Archive |
| Folders: View Public Name | Allows users to view the actual name of Public folders instead of Folder. | Help Desk, Export Documents, Document Helpdesk, Workspace Helpdesk, Workspace, Management, Recycle Bin, On Demand Folders, Legal Hold, Move Archive |
Workspaces
Service Center
| Milan Right | Description | License Module |
|---|---|---|
| Service Center: Edit service center | Enables the delete menu and custom jobs menu on the Provisioning Service tab in Service Center. | All |
Security Center
| Milan Right | Description | License Module |
|---|---|---|
| Security Center: Edit Confidentiality | Enables the Edit icon for the confidentiality slider in Security Center. | Matter Hub, Ethical Wall, Security Center |
| Security Center: Edit exclusions | Enables the Add, Edit and Remove buttons for Exclusions tab in Security Center. | Security Center |
| Security Center: Edit Inclusions | Enables the Add, Edit, and Remove buttons on the Matter Team tab in Security Center. | Security Center |
| Security Center: View exclusions | Allows users to view exclusions in Security Center in read-only mode. | Security Center |
| Security Center: View inclusions | Allows users to view the matter teams in Security Center in a read-only mode. | Security Center |
Analytics
| Milan Right | Description | License Module |
|---|---|---|
| Analytics: Apply Template | Enables the Apply Template button in the query result window of a workspace query in the Analytics tab. | Workspace Management, Matter Hub, On Demand Folders |
| Analytics: Create Query | Enables the New Query button on the Analytics tab. | Help Desk, Analytics, Advanced Analytics |
| Analytics: Edit Query | Enables the Edit Queries button on the Analytics tab. | Help Desk, Analytics, Advanced Analytics |
| Analytics: Execute Query | Enables the Query Run icon for all the queries on the Analytics tab. | Help Desk, Analytics, Advanced Analytics |
| Analytics: Preview Document | Allows users to preview a document by clicking on the document name in the query results. | Help Desk |
| Analytics: Advanced Analytics | Allows users to create graphs and reports with the advanced analytics tools. | Advanced Analytics |
Policy Center
| Milan Right | Description | License Module |
|---|---|---|
| Policy Center: Administrator rights to modify system-wide policy configuration | Enables the Settings tab in Milan Policy Center. | Ethical Wall, Security Center |
| Policy Center: Edit Draft Policies | Enables the Create New Policy button in Policy Center. This button can be used to create draft policies. Users that have either Edit Inclusions or Edit Exclusions rights can also create Active policies as well. | Ethical Wall |
| Policy Center: Edit Exclusions | Enables the Edit icon for every exclusion draft policy. This way you can activate a draft policy. | Ethical Wall |
| Policy Center: Edit file shares for policy enforcement | Enables the Add New FileSharePathz, Edit, and Delete icon for file share paths in Milan Settings > File Share Path. | Ethical Wall |
| Policy Center: Edit Inclusions | Enables the Edit icon for all inclusion draft policies. Users with this permission can also activate draft policies. | Ethical Wall |
| Policy Center: Edit the types of policies available for your firm | Allows users to create, edit, and delete Policy Types in Settings > Policy Center. | Ethical Wall |
| Policy Center: View Acknowledgments | Enables the Acknowledgments menu in Milan Administration. Please note that this setting applies to Milan 2.8 Policy Center. | Matter Hub, Ethical Wall, Legal Hold |
| Policy Center: View draft policies | Allows users to view all draft policies in Policy Center. | Ethical Wall |
| Policy Center: View exclusions | Allows users to view all the exclusion policies in Policy Center. | Ethical Wall |
| Policy Center: View inclusions | Allows users to view all the inclusion policies in Policy Center. | Ethical Wall |
Policy Service
| Milan Right | Description | License Module |
|---|---|---|
| Policy (Refile) Service: Edit refile rules | Enables the Refile Rules menu in the Milan Administration > More Configurations menu. | Matter Hub |
Email Queue Management
| Milan Right | Description | License Module |
|---|---|---|
| Email Queue Management: Email Management Administrator | Enables the Email Queue Management module in the Milan web client. | Email Queue Management |
| Email Queue Management: Set Up Exchange Setting | Allows users to configure the Exchange Server Settings on the EQM home page. | Email Queue Management |
| Email Queue Management: View Exchange Email Message | Allows users to view the email details of the message being submitted for filing on the Email Queue page. | Email Queue Management |
| Email Queue Management: View Emm Project Folder Id | Allows users to view the Exchange folder ID on the Linked Folders page. | Email Queue Management |
| Email Queue Management: View Emm Request Message Id | Allows users to view the Exchange message ID on the Email Queue page. | Email Queue Management |
Client Series
| Milan Right | Description | License Module |
|---|---|---|
| Client Series: Create Workspace | Enables the HQ Create Workspace Milan right-click menu in DeskSite for My Matters. | Workspace Wizard |
| Client Series: Manage | Enables the Client Series Management menu in Milan Administration. | Workspace Wizard |
Legal Hold
| Milan Right | Description | License Module |
|---|---|---|
| Legal Hold: Edit | Enables the Create Legal Hold button on the Milan Litigation Hold tab. | Legal Hold |
| Legal Hold: View | Allows users to view existing legal holds on the Litigation Hold tab. | Legal Hold |
