Suggested User Groups and Task Permission Assignments
The following groups and task permission assignments can be used as a guideline when setting up your Milan groups and users.
Common User Groups
| Group Name | Description |
|---|---|
| End Users | Users who work exclusively with the desktop client |
| Risk Management Team | Users responsible for matter security policies |
| Tier One Help Desk | First level help/service desk users |
| Tier Two Help Desk | Second level (escalated) help/service desk users |
| Administrators | WorkSite/System administrators responsible for implementing, configuring, and maintaining Milan and WorkSite systems |
Suggested Permissions
| Task Permission | End Users | Risk Management Team | Tier 1 Help Desk | Tier 2 Help Desk | Administrators |
|---|---|---|---|---|---|
| Administration: Admin |
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| Administration: Allow users to add themselves to security and group membership |
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| Administration: Allow users to configure Restricted Client/Matter |
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| Administration: Analytics Center |
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| Administration: Background Services |
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| Administration: Configure Milan Nrtadmin account |
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| Administration: Delete groups |
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| Administration: Delete metadata |
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| Administration: Delete roles |
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| Administration: Delete users |
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| Administration: Edit Milan configuration |
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| Administration: Edit roles |
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| Administration: Edit users |
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| Administration: Edit configuration files |
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| Administration: Edit folder templates |
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| Administration: Edit groups |
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| Administration: Edit metadata |
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| Administration: Edit Nrtadmin group |
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| Administration: Import Center |
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| Administration: Legal Hold |
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| Administration: Reports Center |
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| Administration: Security Center |
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| Administration: Service Center |
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| Administration: Super user add to recycle bin |
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| Administration: View roles |
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| Administration: View users |
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| Administration: View groups |
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| Administration: View metadata |
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| Administration: WS Admin |
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| Administration: Self-service |
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| Analytics: Advanced Analytics |
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| Analytics: Apply Template |
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| Analytics: Create query |
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| Analytics: Edit query |
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| Analytics: Execute query |
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| Analytics: Preview document |
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| Documents: Add to Recycle Bin |
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| Documents: Allow searching by name |
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| Documents: Download |
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| Documents: Download via client |
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| Documents: Edit profile |
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| Documents: Edit security |
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| Documents: Edit security client |
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| Documents: Import |
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| Documents: Move |
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| Documents: Move (old) |
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| Documents: Permanently delete |
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| Documents: Remote check-in |
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| Documents: Search |
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| Documents: Send link |
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| Documents: Undeclare |
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| Documents: Unlock |
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| Documents: View history |
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| Documents: View private name |
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| Documents: View profile |
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| Documents: View public name |
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| Documents: View security |
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| Documents: View supervised document |
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| Folders: Add folders to recycle bin |
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| Folders: Create |
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| Folders: Create simple |
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| Folders: Edit Folder |
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| Folders: Edit security client |
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| Folders: Move |
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| Folders: Permanently delete |
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| Folders: Super Folder Creation |
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| Folders: View private name |
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| Folders: View public name |
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| Folders: ManageFoldersClient |
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| General: Login |
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| Legal Hold: Edit |
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| Legal Hold: View |
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| Policy (Refile) Service: Edit refile rules |
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| Policy Center: View acknowledgments |
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| Security Center: Edit confidentiality |
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| Security Center: Edit exclusions |
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| Security Center: Edit inclusions |
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| Security Center: View exclusions |
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| Security Center: View inclusions |
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| Service Center: Edit service center |
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| Workspace: Allow Umbria Metadata |
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| Workspace: Reassign Template |
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| Workspaces: Allow users to submit workspace request for approval of an administrator |
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| Workspaces: Approve Workspace Request |
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| Workspaces: Create |
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| Workspaces: Edit profile |
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| Workspaces: Edit security |
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| Workspaces: Edit security client |
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| Workspaces: Move |
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| Workspaces: Organize My Matters |
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| Workspaces: Organize Others' Matters |
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| Workspaces: Permanently delete |
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| Workspaces: Refile via SQL |
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| Workspaces: Search |
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| Workspaces: View private name |
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| Workspaces: View profile |
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| Workspaces: View public name |
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| Workspaces: View security |
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| Workspaces: Workspace Configuration dialog |
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