View App Switcher

Enables the user to switch between User Management & Workspace Management modules.

View Notification Center

Enables the user to view the notification center. Available for C1-C5.

Profile

Allows the user to view settings on their profile and profile information.

Sign-Out

Signs out the currently logged-in user.

Login

Brings the user to the login page of CAM.

View Job Tab (Service Center)

Enables the Job tab (also called Service Center) to display.

Edit Job Details

Enables the user to edit or update the job details in Jobs tab.

Create Workspace

Enables the user to add a new workspace in Administration>Workspace Wizard Configuration.

View Log

Enables the user to view the log in Administration>Log Center.

View Content Mover Logs

Enables the user to view the log in Administration>Content Mover>Jobs. It helps you to troubleshoot failed Content Mover jobs.

Delete Log

Enables the user to delete log in Administration>Log Center.

View Job Details

Enables the user to view job details in the Jobs tab.

Upload Job

Allows the user to upload files to begin jobs.

Retry Job

Enables the user to retry a job.

Delete Job

Enables the user to delete a job from the Jobs tab.

Link To Workspace

Enables the user to link workspaces from external systems.

View Account Info

Enables the user to save the job notification.

View Matters Tab

Enables the user to view all matters in the Directory tab.

View Matter

Enables the user to view matter on Directory Tab.

Edit Matter

Enables the user to edit or modify the matter.

View Matter Metadata

Enables the user to view matter metadata.

View Matter Security

Enables the user to view the matter security edit option in Directory tab.

View Matter System Details

Enables the user to view the matter workspace details.

View Matter Details

Enables the user to view matter details in the Directory tab.

View Manage Folder Dialog

Enables the user to edit the workspace template folder structure in the Directory tab.

Edit Matter System Details

Enables the user to edit the matter system details.

Edit Matter Metadata

Enables the user to edit matter metadata in Directory tab.

Edit Matter Security

Enables the user to view the matter security details in Directory tab.

Reassign Template

Enables the user to view this option in the Directory tab>External System menu options.

Generate Template

Enables the user to generate a new template from existing workspace similar to Administration>Template Editor.

Add New System

Allows the user to add a new system to sync with, as in External System Configuration>Settings.

View Add Source System

Allows the user to view the option to add a new source system to sync with, as in External System Configuration>Settings.

Remove Content

Enables the user to delete the workspace from CAM or both from CAM and External system.

Matter details > Remove Content

View My Projects

Enables the user to view a list of projects where the user has explicit access (via group membership or as a user on the ACL) in the Directory tab.

View Reconciliation Report

Enables the user to view reconciliation report after creating workspaces to validate folder structures created as per assigned template.

View-Dynamic-Groups

Enables the user to view or hide Users>Groups>Dynamic Groups.

View Users & Groups Tab

Enables the user to view User Management> Groups tab.

View User Details

Enables the user to see the details of a specific user in the Users & Groups tab.

View Group Details

Enables the user to see the details of a specific group in the Users & Groups tab.

View User Membership

Enables the user to view the Matters the user is associated to.

Create Users

Enables the user to add a user via Workspace Provisioning (via Data Uploader or Users & Groups or Jobs).

Edit User Membership

Enables the user to edit user details in Users & Groups (Hides the Edit option).

Delete User Membership

Enables the user to delete Groups in Users & Groups (Hides the Remove option in Edit dialog).

Export Users/Groups to CSV

Enables the user to export users / groups in CSV file.

View Workspace Tab

Displays the workspace tab for users to search workspaces.

Search as Administrator

Enables the user to search matters as an administrator.

View Revert of Metadata and Security

Enabled only for C4 License. It enables the user to revert profile documents' version where the user can update their profile.

Deletes Workspace with / without Documents from Analytics, as well as Workspaces tab.

View Documents tab

Displays the Documents tab for users to search for documents.

Search as Administrator

Enables the user to search matters as an administrator.

View Approval Tab

Enables the user to view the Approvals tab.

Approve

Allows the user to approve modification or creation in CAM.

Quick Search

Enables the user to search in the quick search bar.

View Data Uploader

Enables the user to view Administration>Data Uploader.

View Tab

Allows the user to control visible tabs.

Configure External Systems

Enables the user to configure, add, or remove External Systems.

Manage Log

Enables the user to manage External System Configuration>Log.

Layout

Enables the user to view the layout in Administration>Layout.

View Upload Users

Enables the user to view Administration>Upload Users option.

Settings

Allows the user to see general system settings.

Manage Templates

Enables the user to manage Template Editor>Edit options.

Add Template

Enables the user to add a new template in Administration>Template Editor.

View Template

Enables the user to view the template in Administration>Template Editor.

Edit Template Editor

Enables the user to edit the template in Administration>Template Editor.

Delete Template

Enables the user to delete the template in Administration>Template Editor.

Delete From Template

Enables the user to delete the folder from template in Administration>Template Editor> Template> folder.

Delete From Workspace

Enables the user to delete the folder from Workspace in Administration>Template Editor> Template> folder.

Import Template Editor

Enables the user to import templates using the template editor dialog.

Upload Template Editor

Enables the user to upload templates to Template Editor.

View Generate Template Editor

Shows the Generate Template button for the Template Editor page in Administration>Template Editor

Export JSON

Allows the JSON export for Template Editor.

Apply Folder to Workspaces

Enables the user to add folder to workspace Administration>Template Editor> Template> Folder.

Save as new Template

Enables the user to create a similar template with copy template format along with folders / folder structure, metadata, etc. from an existing / selected template.

Administration>Template Editor> Template> Save as New Template

View Bulk Assignment

Enables the user to view Administration>Bulk Assignment.

View data usage

Enables the user to view data utilization per month and get email notifications.

Permission for viewing User Management

Enables the user to view the User Management option.

Create New User

Enables the user to add a new user in User Management>Users (Hides the Add New button).

Edit User

Enables the user to edit user details in User Management> Users (Disables the Action menu).

Edit Groups in User Management

Enables the user to edit groups in User Management> Groups tab.

Delete Groups in User Management

Enables the user to delete groups in User Management> Groups tab.

Create Groups

Enables the user to add user groups in User Management>Groups (Hides the Add Group button).

View Roles in User Management

Enables the user to view User Management>Roles tab.

Create Roles in User Management

Enables the user to create roles in User Management>Roles.

Edit Roles in User Management

Enables the user to edit roles in User Management>Roles.

Delete Roles in User Management

Enables the user to delete roles in User Management>Roles.

Delete User(s) in User Management

Enables the user to delete users in User Management>Users.

View Account Settings

Allows for the settings of the account to be changed. Example settings are Configuring Account Lockout attempts and how to recover a locked account.

View Workspace Wizard Configuration

Enables the user to view Administration> Workspace Wizard Configuration.

Add Workspace Wizard Dialog

Enables the user to add a workspace dialog in Administration>Workspace Wizard Configuration.

Edit Workspace Wizard Dialog

Enables the user to edit a workspace dialog in Administration>Workspace Wizard Configuration.

Delete Workspace Wizard Dialog

Enables the user to delete the workspace wizard dialog in Administration>Workspace Wizard Configuration.

View Request Workflow Teams to DMS

This option allows users to move content from Teams to the DMS that is being used.

View Request Workflow DMS to Teams

This option allows users to move content from the DMS that is being used to Teams.

View Metadata

Enables the user to view Administration>Metadata option

View Background Jobs

Enables the user to view job details. Available for C2-C5.

Add Notification Template

View the Add Template button.

Edit Notification Template

View the Edit option in the Actions menu.

Delete Notification Template

View the Delete option in the Actions menu.

View Add Notification Job

View the Notifications jobs.

View Notification Template

Allows the user to view the notification templates.

Reassign Template

Can view the Reassign Template button.

View Bulk Security Update

Can view the Bulk Security Update Dialog.

View Bulk Profile Update

Can view the Bulk Profile Update Dialog.

View Replace Shortcuts

Can view the Replace Shortcuts Dialog.

View Remove Unused Groups

Can View the Remove Unused Groups option.

View Add to My Matter

Can View the Add to My Matter button.

View Remove Empty Folders

Can view remove empty folders dialog.

View Remote Check-in

Can view remote check-in button.

Apply to Workspace

Can apply the structure of documents to workspace.

View Export Documents

Can view the Export Documents button.

View Security

Can view the Security button.

View Add to Recycle Bin

Can view the Add to Recycle Bin button.

View Declare as Record

Can view the Declare as a Record option.

Add Automatically to Recycle Bin

Can view the Add Automatically to Recycle Bin option.

View Remove Document

Can view the Remove Document button.

View Apply New Template

Can view apply a new template button.

Move Workspaces

The ability to move a workspace from one to another.

Move Folders / Documents

The ability to move a folder or document between workspaces.

View Edit Name And Profile

Can view Edit name And Profile button.

View Share Document Or Workspace

Can view Share Item button.

View Send To Teams

Can view Send to Teams button.

Restore Recycle Bin Documents

Shows or hides the Search recycle bin documents option.

View Recycle Bin Documents

Shows or hides the Restore Recycle Bin Documents icon.

View Remove Empty Workspaces

Shows or hides the Delete empty workspaces icon.

Manage Systems

Enables the user to manage External System Configuration>Settings.

Add External System Credentials

Enables the user to add external system login credentials.

Edit External Systems Credentials

Enables the user to edit the External System Configuration set up.

View External Systems Credentials

Enables the user to view External System login credentials.

Add External System Rule

Enables the user to add External System rules (disables the Add New button).

View External System Rule

Enables the user to view external system Workspace Rules & Template Rules.

View Default Group Rule

Enables the user to add or remove, or setup the default group for a particular external system.

View Add Source System

Enables the user to view the Add Source System button and window so Source Systems can be added.

View Default Document Metadata

Allows the user to view the Default Document Metadata section for iManage and NetDocuments.

Move from Team to DMS

Enables the user to view Move or Copy contents to DMS Directory Tab > Matter Details > Move or Copy.

Delete Empty Folder

Enables the user to delete Empty folders using the iManage web-extension and worksite.

View Control Center

Main Tab in CAM.

View Matter Security

Can view the team matter security.Can view the Explicit Security Tab. Can view the Action menu

Edit Matter Security

Can edit the team matter security. Can view the Explicit Security Tab. Can view the Action menu. Can Add Explicit Security, Can edit and delete Explicit Security.

View Project Team

Can view the project team. Can view the action menu. Can view the Project Team tab. Can add a member to the team.

Edit Project Team

Can edit and setup the project team. Can view the action menu. Can view the Project Team tab. Can add a member to the team. Can edit or delete members or project teams.

View unlock

Gives the ability to unlock documents/workspaces/folders.

Restore recycle bin documents

Allows the restoration of recycle bin documents (with approval)

View recycle bin documents

Allows to view the documents inside the recycle bin.

Export to CSV

Enables exporting the search result of documents, workspace, and Analytics query.

View document version

Allows to view the versions of documents.

View Document History

Enables the user to view the document history.

Workspace Search (API Based)

Enables the user to search workspaces using API search.

Workspace Search (Database Based)

Enables the user to search workspaces using database search.

View profile

Enables the user to view the profile of documents/workspaces/folders/directory.

View remote checkin

Allows to remotely checkin and unlock documents.

View bulk profile update

Allows to make a bulk profile update job.

View bulk security update

Allows to do a bulk security update on many records.

View security

Enables the user to view the security of an object.

View undeclare

Allows to view the Undeclare option in service desk.

Move Workspaces

The ability to move a workspace from one to another.

Move Folders / Documents

The ability to move a folder or document between workspaces.

Move from Team to DMS

Enables the user to view Move or Copy contents to DMS Directory Tab > Matter Details > Move or Copy. Displays the Move command for Teams->DMS.

View Send to Teams

Enables the user to send content from CAM/DMS to Teams through Content Mover. Displays the Move command DMS->Teams.

Content Mover Manager View

Enables the user to configure Content Mover Manager Administration > Content Mover Manager.

Content Mover Manager Edit

Enables the user to Edit Configuration. Administration > Content Mover Manager > Configuration.

Content Mover Import Links

Enable the user to upload config details from CSV.

Administration > Content Mover Manager > Job Details-Hamburger Sign.

Content Mover Schedule Sync

Enable the user to schedule sync options while editing Content Mover Config job.

Administration > Content Mover Manager > Default Settings > Actions

Also from Directory tab -> Matter Details -> Copy (Sync Option will be hide).

View Activate Deactivate Job

Enables users to Edit specific Content Mover Job. Administration > Content Mover Manager > Job - Details-Actions

View Delete

Enables the user to Edit specific Content Mover Job. Administration > Content Mover Manager > Job - Details-Actions

View Add New Job Setting

Enables the user to Edit specific Content Mover Job. Administration > Content Mover Manager > Default Settings

View Edit Job Setting

Enables the user to Edit specific Content Mover Job. Administration > Content Mover Manager > Job - Details-Actions

View Edit Content Mover Config Jobs

Enables the user to Edit specific Content Mover Job. Administration > Content Mover Manager > Default Settings > Actions

Delete Content Mover Config

Enables the user to delete Content Mover settings. Administration > Content Mover Manager > Default Settings > Actions

Retry the subscription

Enables the user to retry the subscription if it's failed.

View ETL Resync

Enables the user to resync a job ad-hoc from the Content Mover Jobs tab.

View Analytics Tab

Enables the user to view the Analytics tab.

Create New Query

Enables the user to create a new query in the Analytics tab.

Execute Query

Enables the user to execute a query in the Analytics tab.

View Add New Graph

Enables the user to view the add new graph button in the Analytics tab.

Apply to Workspace

Enables the user to apply query to workspace option in the Analytics tab.

View Delete Graph

Enables the user to view the Delete graph button in the Analytics tab.

View Edit Graph

Enables the user to view the Edit Graph button in the Analytics tab.

Delete Query

Enables the delete query button in the Analytics tab.

Export to Zip

Enables exporting from Analytics to Zip.

Export to Network Path

Enables exporting to network file shares.

View Move Folders/Documents

Enables moving the folders / documents to the target location.

View Data Sync

Enables the user to view Administration>Data Sync.

Manage Data Sync

Enables the user to view Administration>Background Jobs.

Allow Audit Sync

Enables the synching of document audit information. For C3-C5.

Allow Content Sync

Enables the synching of document content information. For C2-C5.

View Portal

Enables the user to view the CAM end-user portal.

Edit CAM Dasboard

Enables the user to create new dashboards, widgets, and filters inside the portal.

View Control Center

Main Tab in CAM

View CC Controls

Controls Tab in Control Center

View CC Control Approvals

Control Approvals and Approvals Tab

View CC Action Approvals

Action Approvals and Approvals Tab.

View CC Manual Attach

Manual Attach button.

View CC Reports

Reports Tab in Control Center.

View CC Settings

Settings Tab in Control Center.

Create Control

Display/Hide Create Control Button and all menu options (except Details) on main Controls tab.

Create Action Type Control

Create / View Action Type Controls.

Create Retention Type Control

Create / View Retention Type Controls.

Create Security Type Control

Create / View Security Type Controls.

Create Legal Hold Type Control

Create / View Legal Hold Type Controls.

Retention Disposition Action

Enable to display number of retention actions.

BC Login

Enables login to the Business Continuity page.

View Users In User Management

Allows the user to authorize a user to access Business Continuity.

BC Download

Enables the download of the Business Continuity data backup in S3 bucket.