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. - 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.
Note: In order to correctly display the Task Management dialog, your browser window must have a viewable area of at least 1280 x 700 pixels.
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 .
Note: The Service Desk module is identified in license files and License Details as Help Desk.
Administration
| Milan Right | Description | License Module |
|---|---|---|
| Administration: Admin |
Enables server configuration options (Application Configuration, Milan Users/Groups Setup, etc.) in the Administration menu in the Milan web client. Note: During an upgrade, users who have this right are automatically granted all administration task permissions. |
All |
| Administration: Admin Templates | Allows a user to select a folder from any template, including those that would not normally be available at the selected location, when creating on demand folders. | Help Desk, Document Helpdesk, WS Admin Helpdesk, Move Archive, Recycle Bin, Export Documents, Legal Hold, Workspace Management, On Demand Folders |
| 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 and the Generate Template button on Workspaces tab. | 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: 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: Super user add to recycle bin | Allows a user to add any folder or document to the recycle bin. | Recycle Bin |
| Administration: View Acknowledgments | Enables the Acknowledgments menu in Milan Administration. | Matter Hub, Ethical Wall, Legal Hold |
| 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 |
Analytics
| Milan Right | Description | License Module |
|---|---|---|
| Analytics: Advanced Analytics | Allows a user to create graphs and reports with Advanced Analytics. | Advanced Analytics |
| 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 BillingToMilan | Enables the Billing To Milan tab in Service Center. | Help Desk, Analytics |
| Analytics: Execute Query | Enables the Query Run icon for all the queries on the Analytics tab. | Help Desk, Analytics, Advanced Analytics |
| Analytics: Manage BillingToMilan | Allows a user to edit existing Billing To Milan scripts via Billing To Milan tab in Service Center. | Help Desk, Analytics |
| Analytics: Preview Document | Allows a user to preview a document by clicking on the document name in the query results. | Help Desk |
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. It is important to note that if this permission is removed then View add to cart option is also removed from 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: Edit security client | Allows a WorkSite client user to modify the security of a document via the Edit Security command. | 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: OCRDocuments | Enables the OCR Documents toolbar button on the Documents tab. | OCR Engine |
| 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: 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 a user to view the document names of private documents. If not given this permission, a user sees 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 a user to view the document name of public/view documents. If not given this permission, the user sees 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 view security operations logged in the document history. | Help Desk, Advanced Analytics |
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 a user to configure the Exchange Server Settings on the EQM home page. | Email Queue Management |
| Email Queue Management: View Exchange Email Message | Allows a user 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 a user to view the Exchange folder ID on the Linked Folders page. | Email Queue Management |
| Email Queue Management: View Emm Request Message Id | Allows a user to view the Exchange message ID on the Email Queue page. | Email Queue Management |
Folders
| Milan Right | Description | License Module |
|---|---|---|
| Folders: Add to Recycle Bin | Allows a user to add folders to the recycle bin. | Recycle Bin |
| Folders: Create Simple | Allows a user to create a simple folder with the Create Folder toolbar button on the Workspaces tab and enables Manage Folders and Add to My Matters. | Help Desk |
| Folders: Create | Enables the Create Folder, Manage Folders and Add to My Matters toolbar buttons on the Workspaces tab. | Matter Hub, On Demand Folders |
| Folders: Edit Folder | Allows a user to open the Edit Folder dialog from WorkSite clients if they also have the Folders: Create right. | Matter Hub, On Demand Folders |
| Folders: Edit security client | Allows WorkSite client users to modify the security of a folder via the Edit Security command. | Help Desk |
| Folders: ManageFolderClient | Allows a user to open Manage Folders from WorkSite clients. | Matter Hub, On Demand Folders |
| 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 a user to create folders even without matter team rights. However, a user must also have Folders: Create and Folders: Create Simple rights. | Matter Hub, On Demand Folders |
| Folders: View Private Name | Allows a user 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 a user to view the actual name of Public/view folders instead of Folder. | Help Desk, Export Documents, Document Helpdesk, Workspace Helpdesk, Workspace, Management, Recycle Bin, On Demand Folders, Legal Hold, Move Archive |
General
| Milan Right | Description | License Module |
|---|---|---|
| General: Login | Allows a user to authenticate with Milan using the Milan desktop and web clients. | All |
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 a user to view existing legal holds on the Litigation Hold tab. | Legal Hold |
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 File Share Path, Edit, and Delete buttons in Policy Center → 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 a user to create, edit, and delete policy types in Policy Center → Settings → Policy Types. | Ethical Wall |
| Policy Center: Edit the policies rule exceptions for your firm | Allows a user to edit the global immune list (Policy Center → Settings → Global Immune List) and policy-specific immune lists. | Ethical Wall |
| Policy Center: Edit the policies rules for your firm | Enables the Add Policy Rule and Edit Policy Rule buttons in Policy Center → Settings → Policy Rules. | Ethical Wall |
| Policy Center: View draft policies | Allows a user to view all draft policies in Policy Center. | Ethical Wall |
| Policy Center: View exclusions | Allows a user to view all the exclusion policies in Policy Center. | Ethical Wall |
| Policy Center: View inclusions | Allows a user 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 Administration → More Configurations menu. | Matter Hub |
Review Center
| Task Permission | Description |
|---|---|
| Review Center: Export Approval | Enables the Approve and Start Job button in Review Center. |
| Review Center: Export Audit | Job Change History (i.e., audit log) |
| Review Center: Export Review Center Admin | Enables all Review Center features |
| Review Center: Export Review Requestor | Enables Add for Review (Workspace, Documents, Analytics) |
| Review Center: Export Reviewer | Enables Add Approver, Add Exclusions |
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 |
| Enables the Add, Edit, and Remove buttons on the Matter Team tab in Security Center. | Security Center | |
|
Security Center: View exclusions |
Allows a user to view exclusions in Security Center in read-only mode. | Security Center |
| Allows a user to view the matter teams in Security Center in a read-only mode. | Security Center |
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 |
Workspaces
| Milan Right | Description | License Module |
|---|---|---|
| Workspaces: Allow users to submit workspace request for approval of an administrator | Enables the Create Workspace menu in Milan Administration. | Workspace Management, Matter Hub |
| Enables the Approve Workspace Request menu in Milan Administration. | Workspace Management, Matter Hub | |
| Workspaces: Create | Allows a user to complete the workspace creation process. | Workspace Management, Matter Hub, Workspace Wizard |
| Workspaces: Edit Profile | Enables the Edit Profile toolbar button on the Milan Workspaces tab. | Help Desk |
| Workspaces: Edit Security | Enables the Edit Security toolbar button on the Milan Workspaces tab. | Help Desk |
| Workspaces: Edit security client | Allows a user to edit security from WorkSite clients. | Help Desk |
| Workspaces: Move | Enables the Move Workspace toolbar button on the Milan Workspaces tab. | Move Archive |
| Workspaces: Organize My Matters | Enables the Organize My Matters right-click menu for the My Matters list in DeskSite. | Matter Hub |
| Workspaces: Organize Others' Matters | Enables Organize User's My Matters button on the WS Admin tab. | Matter Hub, On Demand Folders |
| Workspaces: Permanently Delete | Enables the Delete Workspace toolbar button on the Milan Workspaces tab. | Help Desk, Matter Hub |
| Workspaces: Refile via SQL | Enables the Refile option under More Options on the Milan Workspaces tab. | Help Desk, Workspace Management |
| Workspaces: Refolder Tree | Enables the Refolder Tree option under More Options on the Milan Workspaces tab. | All |
| Workspaces: Search | Enables the Workspaces tab in Milan. | Export Documents, Workspace Helpdesk, Workspace Management, On Demand Folders, Move Archive |
| Workspaces: View private name | Allows a user to view the actual name for private workspace instead of Workspace. | Help Desk, Export Documents, Document Helpdesk, Workspace Helpdesk, Workspace Management, Recycle Bin, On Demand Folders, Legal Hold, Move Archive |
| Workspaces: View profile | Enables the View Profile toolbar button on the Milan Workspaces tab. | All |
| Workspaces: View public name | Allows a user to view the actual workspace name of public/view workspaces instead of Workspaces. | Help Desk, Export Documents, Document Helpdesk, Workspace Helpdesk, Workspace Management, Recycle Bin, On Demand Folders, Legal Hold, Move Archive |
| Workspaces: View security | Enables the View Security toolbar button on the Milan Workspaces tab. | Help Desk, Workspace Helpdesk |
| Workspaces: Workspace configuration dialog | Enables the Workspace Dialog Configuration menu in Milan Administration. | Help Desk, Workspace Helpdesk |
| Workspace: Reassign Template | Enables the Reassign Template button on the | Help Desk, Workspace Management |
