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.
View asset data in assigned asset area
Link documents to assets
Edit tag information
All actions inside assigned asset areas, including deleting
Full access to data in the Tags scope (not shown below)
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.
|Connect to server||n||n||n||n|
|Save search results||n||n||n||n|
|View tag-tag relationships||n||n||n||n|
|View tag information||n||n||n||n|
|View tag history||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|
|Batch update tag information||n||n|
|Issue new tag name||n||n|
|Bulk import tag information||n|
|Revoke quick change||n|