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Eric Schullek

Eric Schullek

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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.

View-ACL-option

Allows users to be able to hit the Freeze ACL button as well as view the Security ACL string in the Security Update dialog within the Workspaces/Documents/Analytics tabs.

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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 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-workspaces

Removes workspaces 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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titleAnalytics

Analytics

DMS Button

Permission

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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titleDMS Button

View-ACL-option

Allows users to be able to hit the Freeze ACL button as well as view the Security ACL string in the Security Update dialog within the Workspaces/Documents/Analytics tabs.

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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.

View Move Security field

This permission controls the visibility of security data on the Move command window. Disabling this will not let the user see security or be able to move it.

View Move Metadata field

This permission controls the visibility of metadata data on the Move command window. Disabling this will not let the user see the metadata or be able to move it.

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titleContent Mover

Content Mover

Permission Name

Description

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.

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titleAnalytics

Analytics

Permission Name

Description

View Analytics Tab

Enables the user to view the Analytics tab.

View-ACL-option

Allows users to be able to hit the Freeze ACL button as well as view the Security ACL string in the Security Update dialog within the Workspaces/Documents/Analytics tabs.

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.

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