Summaries of the abilities of the roles that are available in the Tags scope and the default users and groups that are assigned to the roles are listed in the following table. Roles may be assigned to users or groups for specific folders as described in Assign Security Roles To a Folder. Users may be added to groups as described in Creating and editing groups.
Role | Description | Default Assignments |
---|---|---|
Asset Viewer | View asset data in assigned asset area | Reviewers |
Asset Linker | Link documents to assets | Designers |
Asset Editor | Edit tag information |
|
Asset Manager | All actions inside assigned asset areas, including deleting | DC Operations |
Tenant Administrator | Full access to data in the Tags scope (not shown below) | Senior DC |
The individual actions permitted by each role are indicated in the following table. Scroll the table to see additional actions. Actions not listed are not permitted.
Actions listed do not necessarily correspond to individual on-premises vault privileges, they may included multiple privileges or no privileges.
Action | Asset Viewer | Asset Linker | Asset Editor | Asset Manager |
---|
Tenancy | ||||
Connect to server | n | n | n | n |
View dashboard | n | n | n | n |
Vault | ||||
Save search results | n | n | n | n |
Build report | n | n | n | n |
Document | ||||
Find tag | n | n | n | n |
View tag-tag relationships | n | n | n | n |
View workflow | n | n | n | n |
View tag information | n | n | n | n |
Show revisions | n | n | n | n |
View tag history | n | n | n | n |
View comments | n | n | n | n |
View audit trail | n | n | n | n |
View manual references | n | n | n | n |
Create manual reference | n | n | n | |
Delete manual reference | n | n | n | |
Link tags to document | n | n | n | |
Change revision | n | n | ||
Batch update tag information | n | n | ||
Create comment | n | n | ||
Copy tag | n | n | ||
Issue new tag name | n | n | ||
Create tag | n | n | ||
Delete tag | n | |||
Close comments | n | |||
Archive tag | n | |||
Delete tag | n | |||
Bulk import tag information | n | |||
Revoke change | n | |||
Revoke quick change | n |
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