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Info

Prerequisite: To configure permissions click here

Configuring Permissions in CAM

All Licenses

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titleGeneral

General Permission Grouping

Permission Name

Description

Button

License

View App Switcher

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

image-20240109-145229.pngImage Modified

All tiers

View Notification Center

Enables the user to view the notification center.

image-20240109-145304.pngImage Modified

All tiers

Profile

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

image-20240109-145444.pngImage Modified

All tiers

Sign-Out

Signs out the currently logged-in user.

All tiers

Login

Brings the user to the login page of CAM.

No button

All tiers

Remove Access CAM

Remove a CAM user’s access.

No button

All tiers

...

Apps API Grouping

This is for the APIs that allow clients to call APIs when configuring an external system through the client stack and push jobs through CAM modules. More API info is located here: General API Usage Information

Permission Name

Description

Button

License

Export API

This permission allows the Export API to be used to export content from CAM’s modules (with the other export permissions).

No button

All tiers

ES API

This permission allows access to manage the elastic search indexes of CAM’s data sync and analytics and call them using the API.

No button

All tiers

CAM Security API

This permission allows users to manage the security of CAM’s data (workspaces, documents, matters, workspaces etc) using the API.

No button

All tiers

Request Workflow API

This permission calls the Request Workflow module API of CAM.

No button

All tiers

Audit API

This permission allows the Auditing and pulling logs of CAM using the API.

No button

All tiers

System Settings API

This API permission controls the system settings configurations in Administration.

No button

All tiers

PD API

This APi permission controls the usage of PowerDesktop in CAM.

No button

All tiers

CAM Uploader API

This API permission controls the Data Uploader module.

No button

All tiers

Manage Module API

This API permission manages what modules of CAM are available through tenant management.

No button

All tiers

Module Security API

This API permission controls the security of CAM for Account Management

No button

All tiers

Provision License

Expand
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

Expand
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

Expand
titleUsers & Groups

Users & Groups

Permission Name

Description

Button

License

View-Dynamic-Groups

Enables the user to view Dynamic Groups within the Groups page. Will be listed as Dynamic group group type

image-20240109-160323.png

C1, C3-C5/ Provision or higher

View Users & Groups Tab

Enables the user to view Workspace Management> Groups and Workspace Management > Users tab.

image-20240109-160412.png

C1, C3-C5/ Provision or higher

View User Details

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

image-20240109-160626.png

C1, C3-C5/ Provision or higher

View Group Details

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

image-20240109-160726.png

C1, C3-C5/ Provision or higher

View User Membership

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

image-20240109-161306.png

C1, C3-C5/ Provision or higher

Add Users/ Member

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

image-20240109-161127.png

image-20240109-161102.png

C1, C3-C5/ Provision or higher

Edit User Membership

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

image-20240109-161327.png

C1, C3-C5/ Provision or higher

Delete User Membership

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

image-20240109-161340.png

C1, C3-C5/ Provision or higher

Disable user

Enables the function to disable a user

image-20240109-161459.png

Export Users/Groups to CSV

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

image-20240109-161515.png

C1, C3-C5/ Provision or higher

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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

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