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Overview
Determine Use Account Management to determine what permissions/roles the user should have to access CAM modules (member, owner, etc.) and verify the permission via the Roles tab in Account Managementcurrently set permissions via the Roles tab.
Allow/Deny Permissions to Users
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Important: To allow or deny permissions to a user, the user must be added to a Group. When a user is added to multiple groups with different permission levels, Allow permssions will override Ignore permisssions and Deny permissions will override both Allow and Ignore permissions. |
Create a group in the User Management>Groups tab.
2. Select the group in the Action column.
3. Click the icon the button shown below and select Users.
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There are two sets of Roles in CAM.
One is User Roles is regards in regard to your roles within CAM. These roles are described here.
The other is the security roles for the system/document/workspace/matter.
These security roles determine the access to a user and/or group.
CAM sets the following security roles:
Admin (Full Access): This grants full access to the object for : read, write, delete. For example, viewing, editing, or deletion of deleting a document.
Editor (Read-Write Access): This grants read or write access to the object. For example, viewing or editing a document only.
View (Read Access): A View role is equivalent to a Watcher role in other systems. You can only view the object. For example, viewing they can view a document, but they cannot make changes or delete it.
Visit Source System Configuration to read how to map these roles to your external system.