Summaries of the abilities of the roles that are available in the Master 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.
Assign documents to projects inside assigned master areas (requires a role that can create documents in the Project scope)
Create comments inside assigned master areas
Master Reviewer Lead
Review and close comments inside assigned master areas
All actions inside assigned master areas, including deleting (archiving requires Archive Archiver or higher role)
Full access to data in the Master 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 document information||n||n||n||n|
|View document history||n||n||n||n|
|View audit trail||n||n||n||n|
|View linked tags||n||n||n||n|
|View manual references||n||n||n||n|
|View hybrid parts||n||n||n||n|
|Link tags to document||n||n||n||n|
|View master and project copies||n||n||n||n|
|Create project copy||n||n|
|Create manual reference||n|
|Delete manual reference||n|
|Rename hybrid part||n|
|Batch update document information||n|
|View rendition job status||n|
|Restart or cancel rendition job||n|
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