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Provision License

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titleAnalytics

Analytics

Permission Name

Description

View-System-Overview tab

Enables the user to view any of the out of the box dashboards. Available for all licenses.

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titleJob

Job Permission Grouping

Permission Name

Description

Button

License

View Job Tab (Service Center)

Enables the Job tab (also called Service Center) to display. View Job logs here or upload CSV jobs from this panel.

image-20240109-145755.png

C1, C3-C5/ Provision or higher

Edit Job Details

Enables the user to edit or update the job details in a replace or retry action in the Jobs tab. Click replace or retry job.

image-20240109-150727.png

C1, C3-C5/ Provision or higher

View Log

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

image-20240109-150935.png

C1, C3-C5/ Provision or higher

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.

image-20240109-151153.png

Move or higher

Delete Log

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

image-20240109-151346.png

C1, C3-C5/ Provision or higher

Archive Job

Enables the job to be removed from the Jobs tab. Not this used to be Delete Jobs

C1, C3-C5/ Provision or higher

Copy log

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

image-20240109-151442.png

C1, C3-C5/ Provision or higher

Upload Job

Allows the user to upload files to begin jobs from the Jobs tab.

image-20240109-151556.png

C1, C3-C5/ Provision or higher

Retry Job

Enables the user to retry a job.

image-20240109-151728.png

C1, C3-C5/ Provision or higher

View Generate CSV sample

Enables the user to view the CSV samples button and action.

image-20240109-152221.png

C1, C3-C5/ Provision or higher

Upload Matter CSV

Enables the user to upload a Matter job for provisioning

image-20240109-151556.png

C1, C3-C5/ Provision or higher

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titleMatters

Matters Permission Grouping

Permission Name

Description

Button

License

View Matters (Directory) Tab

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

image-20240109-154039.png

C1, C3-C5/ Provision or higher

View Matter

Enables the user to view a matter on Directory Tab.

image-20240109-154017.png

C1, C3-C5/ Provision or higher

Edit Matter

Enables the user to edit or modify the matter by showing the action menus.

image-20240109-154421.pngimage-20240109-154340.png

C1, C3-C5/ Provision or higher

View Matter Metadata

Enables the user to view matter metadata.

image-20240109-154649.png

C1, C3-C5/ Provision or higher

View Matter Security

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

image-20240109-154804.png

C1, C3-C5/ Provision or higher

View Matter System Details

Enables the user to view the matter workspace details.

image-20240109-154907.png

C1, C3-C5/ Provision or higher

View Matter Details

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

image-20240109-155014.png

C1, C3-C5/ Provision or higher

View Manage Folder Dialog

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

image-20240109-155328.png

C1, C3-C5/ Provision or higher

Edit Matter System Details

Enables the user to edit the matter system details.

image-20240109-154907.png

C1, C3-C5/ Provision or higher

Edit Matter Metadata

Enables the user to edit matter metadata in Directory tab.

image-20240109-155442.png

C1, C3-C5/ Provision or higher

Edit Matter Security

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

image-20240109-155439.png

C1, C3-C5/ Provision or higher

Reassign Template

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

image-20240109-155510.png

C1, C3-C5/ Provision or higher

Generate Template

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

image-20240109-155528.png

C1, C3-C5/ Provision or higher

Add New System

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

image-20240109-155112.png

C1, C3-C5/ Provision or higher

Remove Content

Enables the user to delete the workspace from CAM or both from CAM and External system. Or change other content.

Matter details > Modify Content

image-20240109-155615.png

C1, C3-C5/ Provision or higher

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.

C1, C3-C5/ Provision or higher

View Reconciliation Report

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

image-20240109-153742.png

C1, C3-C5/ Provision or higher

View profile

Enables the user to view the profile of a matter in the Directory tab

C1, C3-C5/ Provision or higher

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Manage License

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titleService DeskAnalytics
Service Desk

Analytics

Permission Name

Description

View

unlock

-System-Overview tab

Enables the user to view any of the out of the box dashboards. Available for all licenses.

Expand
titleService Desk

Service Desk

Permission Name

Description

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.

View-Remove-Empty_Workspaces

Allows to view the CAM command of remove empty workspaces

View-Undeclare

Allows to view the CAM command of undeclare document

...

Expand
titleDMS Button

DMS Button

Permission Name

Description

Reassign Template

Can view the Reassign Template button.

View Bulk Security Update Document

Can view the Bulk Security Update dialog for documents and folders

View Bulk Security Update Workspace

Can view the Bulk Security Update dialog for workspaces

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 Document Version

Allows a user to view the versions of a document

View Document History

View the document history records.

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.

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.

Save-as-new-folder

Shows the CAM command to save as a new folder

Team-request-access

Shows the CAM command to request access for a team in the teams app.

Move License

Expand
titleAnalytics

Analytics

Permission Name

Description

View-System-Overview tab

Enables the user to view any of the out of the box dashboards. Available for all licenses.

Expand
titleDMS Button

DMS Button

Permission Name

Description

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.

...

Analyze License

Expand
titleAnalytics

Analytics

Permission Name

Description

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.

...

Expand
titleDashboards

Dashboards

Permission Name

Description

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-System-Overview tab

Enables the user to view any of the out of the box dashboards. Available for all licenses.

Project Teams Add-on

Expand
titleControl Center

Control Center

Permission Name

Description

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.

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