...
| Table of Contents |
|---|
| minLevel | 1 |
|---|
| maxLevel | 6 |
|---|
| outline | false |
|---|
| type | list |
|---|
| separator | pipe |
|---|
| printable | false |
|---|
|
The following are the permissions available separated by the relevant grouping in the Admin Panel.
Mappings of permissions
...
are in the below sections
...
.
...
| Info |
|---|
Prerequisite: To configure permissions click here |
| Table of Contents |
|---|
| minLevel | 1 |
|---|
| maxLevel | 6 |
|---|
| outline | false |
|---|
| type | list |
|---|
| separator | pipe |
|---|
| printable | false |
|---|
|
Configuring Permissions in CAM
...
General
...
Permission Name
...
Description
Configuring Permissions in CAM
All Licenses
General Permission Grouping
Permission Name | Description | Button | License |
|---|
View App Switcher | Enables the user to switch between User Management & Workspace Management modules. |  Image Added | All tiers |
View Notification Center | Enables the user to view the notification center. |
...
|  Image Added | All tiers |
Profile | Allows the user to view settings on their profile and profile information. |  Image Added | All tiers |
Sign-Out | Signs out the currently logged-in user. | All tiers |
Login | Brings the user to the login page of CAM. |
...
| title | Administrator - Bulk Assignment |
|---|
Administrator - Bulk Assignment
...
Permission Name
...
Description
...
View Bulk Assignment
...
Enables the user to view Administration>Bulk Assignment.
...
CAM data usage
...
Permission Name
...
Description
...
View data usage
...
Enables the user to view data utilization per month and get email notifications.
...
User Management
...
Permission Name
...
Description
...
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.
...
Workspace Wizard
...
Permission Name
...
Description
...
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.
...
Security
...
Permission Name
...
Description
...
View Metadata
...
Enables the user to view Administration>Metadata option
...
Background Jobs
...
Permission Name
...
Description
...
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.
...
DMS Button
...
Permission Name
...
Description
...
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.
...
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
...
Permission Name
...
Description
...
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.
...
| title | Manual Sync - Microsoft Teams to DMS |
|---|
Manual Sync - Microsoft Teams to DMS
...
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.
...
Others
...
Permission Name
...
Description
...
Delete Empty Folder
...
Enables the user to delete Empty folders using the iManage web-extension and worksite.
...
CAM Command
...
Permission Name
...
Description
...
View Control Center
...
Main Tab in CAM.
...
Project Team
...
Permission Name
...
Description
...
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.
Manage
...
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.
...
Power Desktop
...
Permission Name
...
Description
...
Unregister Machine
...
Can unregister a machine associated with the Power Desktop Licence.
...
View Registered Machines
...
Can view registered machines associated with the Power Desktop Licence.
Move
...
Job
...
Permission Name
...
Description
...
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.
...
Link To Workspace
...
Enables the user to link workspaces from external systems.
...
View Account Info
...
Enables the user to save the job notification.
...
Matters
...
Permission Name
...
Description
...
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.
...
Users & Groups
...
Permission Name
...
Description
...
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.
...
Workspaces
...
Permission Name
...
Description
...
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.
...
Documents
...
Permission Name
...
Description
...
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.
...
Approval
...
Permission Name
...
Description
...
View Approval Tab
...
Enables the user to view the Approvals tab.
...
Approve
...
Allows the user to approve modification or creation in CAM.
...
Quick Search
...
Permission Name
...
Description
...
Quick Search
...
Enables the user to search in the quick search bar.
...
| title | Administrator - General |
|---|
Administrator - General
...
Permission Name
...
Description
...
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.
...
| title | Administrator - Template Editor |
|---|
Administrator - Template Editor
...
Permission Name
...
Description
...
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
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 |
|---|
|
AnalyticsPermission Name | Description |
|---|
View-System-Overview tab | Enables the user to view any of the out of the box dashboards. Available for all licenses. |
|
| Expand |
|---|
|
Job Permission GroupingPermission 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 Added | 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 Added | C1, C3-C5/ Provision or higher | View Log | Enables the user to view the log in Administration>Log Center. |  Image Added | 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 Added | Move or higher | Delete Log | Enables the user to delete log in Administration>Log Center. |  Image Added | 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 Added | C1, C3-C5/ Provision or higher | Upload Job | Allows the user to upload files to begin jobs from the Jobs tab. |  Image Added | C1, C3-C5/ Provision or higher | Retry Job | Enables the user to retry a job. |  Image Added | C1, C3-C5/ Provision or higher | View Generate CSV sample | Enables the user to view the CSV samples button and action. |  Image Added | C1, C3-C5/ Provision or higher | Upload Matter CSV | Enables the user to upload a Matter job for provisioning | Image Added | C1, C3-C5/ Provision or higher |
|
| Expand |
|---|
|
Matters Permission GroupingPermission Name | Description | Button | License |
|---|
View Matters (Directory) Tab | Enables the user to view all matters in the Directory tab. |  Image Added | C1, C3-C5/ Provision or higher | View Matter | Enables the user to view a matter on Directory Tab. |  Image Added | C1, C3-C5/ Provision or higher | Edit Matter | Enables the user to edit or modify the matter by showing the action menus. |  Image Added Image Added | C1, C3-C5/ Provision or higher | View Matter Metadata | Enables the user to view matter metadata. |  Image Added | C1, C3-C5/ Provision or higher | View Matter Security | Enables the user to view the matter security edit option in Directory tab. |  Image Added | C1, C3-C5/ Provision or higher | View Matter System Details | Enables the user to view the matter workspace details. |  Image Added | C1, C3-C5/ Provision or higher | View Matter Details | Enables the user to view matter details in the Directory tab. |  Image Added | 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 Added | C1, C3-C5/ Provision or higher | Edit Matter System Details | Enables the user to edit the matter system details. | Image Added | C1, C3-C5/ Provision or higher | Edit Matter Metadata | Enables the user to edit matter metadata in Directory tab. |  Image Added | C1, C3-C5/ Provision or higher | Edit Matter Security | Enables the user to view the matter security details in Directory tab. |  Image Added | C1, C3-C5/ Provision or higher | Reassign Template | Enables the user to view this option in the Directory tab>External System menu options. |  Image Added | 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 Added | 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 Added | 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 Added | 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 Added | 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 |
|---|
|
Users & GroupsPermission 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 Added | C1, C3-C5/ Provision or higher | View Users & Groups Tab | Enables the user to view Workspace Management> Groups and Workspace Management > Users tab. |  Image Added | 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 Added | 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 Added | C1, C3-C5/ Provision or higher | View User Membership | Enables the user to view the Matters the user is associated to. |  Image Added | 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 Added Image Added
| C1, C3-C5/ Provision or higher | Edit User Membership | Enables the user to edit user details in Users & Groups (Hides the Edit option). |  Image Added | 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 Added | C1, C3-C5/ Provision or higher | Disable user | Enables the function to disable a user |  Image Added | | Export Users/Groups to CSV | Enables the user to export users / groups in CSV file. |  Image Added | C1, C3-C5/ Provision or higher |
|
| Expand |
|---|
|
ApprovalPermission Name | Description | Button | License |
|---|
View Approval Tab | Enables the user to view the Approvals tab. |  Image Added | C1, C3-C5/ Provision or higher | Approve | Allows the user to approve a modification or creation in CAM. |  Image Added | C1, C3-C5/ Provision or higher | View approvers | Allows to view the approvers on an approval |  Image Added | C1, C3-C5/ Provision or higher | View export approvals to CSV | Allows the user to export to CSV the selected approval requests and details. |  Image Added | C1, C3-C5/ Provision or higher |
|
| Expand |
|---|
|
Quick SearchPermission Name | Description | Button | License |
|---|
View Quick Search | Enables the user to search in the quick search bar. |  Image Added | C1, C3-C5/ Provision or higher | Search matters | Allows matters to return in the search if you have rights to view them. |  Image Added | C1, C3-C5/ Provision or higher |
|
| Expand |
|---|
| title | Administrator - General |
|---|
|
Administrator - GeneralPermission Name | Description | Button | License |
|---|
View Data Usage | To show CAM’s data usage over time |  Image Added | C1-C5, Provision and above | View Audit Logs | To view all audit logs or filter for an occurence |  Image Added | C1-C5, Provision and above | View Downloads | Shows the downloads option to download CAM programs like Data Uploader or CAM Commands etc |  Image Added | C1-C5, Provision and above | View Tenant Settings Confidentiality | For devops to show tenant settings | | C1-C5, Provision and above | View Update Tenant Settings | For devops to show tenant settings | | C1-C5, Provision and above | View External Systems | Enables the user to configure, add, or remove External Systems. |  Image Added | C1-C5, Provision and above | View Admin | Allows access to the Admin panel |  Image Added | C1-C5, Provision and above | View Data Uploader | Enables the user to view Administration>Data Uploader. | | C1, C3-C5, Provision and above | View Project Roles | Shows the Manage Project Team window. |  Image Added | C1-C5, Provision and above | View Layout | Enables the user to view the layout in Administration>Layout. |  Image Added | C1-C5, Provision and above | View Upload Users | Enables the user to view Administration>Upload Users option. |  Image Added | C1-C5, Provision and above |
|
| Expand |
|---|
| title | Administrator - Template Editor |
|---|
|
Administrator - Template EditorPermission Name | Description |
|---|
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 |
|
| Expand |
|---|
| title | Administrator - Bulk Assignment |
|---|
|
Administrator - Bulk AssignmentPermission Name | Description |
|---|
View Bulk Assignment | Enables the user to view Administration>Bulk Assignment. |
|
| Expand |
|---|
|
CAM data usagePermission Name | Description |
|---|
View data usage | Enables the user to view data utilization per month and get email notifications. |
|
| Expand |
|---|
|
User ManagementPermission Name | Description |
|---|
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. |
|
| Expand |
|---|
|
Workspace WizardPermission Name | Description |
|---|
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. |
|
| Expand |
|---|
| title | Retention and Security |
|---|
|
Retention and SecurityPermission Name | Description | Button | License Plan |
|---|
View Metadata | Enables the user to view Administration>Metadata option | | | Expiration Date Security | Allows one to view and edit security in many CAM places including Approvals, Workflows, Matter Security and User Security. | | C1-C5, Provision and above |
|
| Expand |
|---|
|
Background JobsPermission Name | Description |
|---|
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. |
|
| Expand |
|---|
|
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. |
|
| Expand |
|---|
|
Manage SystemsPermission Name | Description |
|---|
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. |
|
| Expand |
|---|
| title | Manual Sync - Microsoft Teams to DMS |
|---|
|
Microsoft Teams to DMSPermission 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. | Remove Access- Teams | Removes access from Teams |
|
| Expand |
|---|
|
OthersPermission Name | Description |
|---|
Delete Empty Folder | Enables the user to delete Empty folders using the iManage web-extension and worksite. |
|
| Expand |
|---|
|
CAM CommandPermission Name | Description |
|---|
View Control Center | Main Tab in CAM. |
|
| Expand |
|---|
|
Project TeamPermission Name | Description |
|---|
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. |
|
Manage License
| Expand |
|---|
|
AnalyticsPermission Name | Description |
|---|
View-System-Overview tab | Enables the user to view any of the out of the box dashboards. Available for all licenses. |
|
| Expand |
|---|
|
Service DeskPermission 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-Empty_Workspaces | Allows to view the CAM command of remove empty workspaces | View-Undeclare | Allows to view the CAM command of undeclare document |
|
| Expand |
|---|
|
Power DesktopPermission Name | Description |
|---|
Unregister Machine | Can unregister a machine associated with the Power Desktop Licence. | View Registered Machines | Can view registered machines associated with the Power Desktop Licence. |
|
| Expand |
|---|
|
WorkspacesPermission Name | Description | | |
|---|
View Workspace Tab | Displays the workspace tab for users to search workspaces. | | | Link To Workspace | Enables the user to link workspaces from external systems. | | | View Workspace Details | Allows those to see the details of the workspace. | | | Create Workspace | Enables the user to add a new workspace in Administration>Workspace Wizard Configuration. | | | Search as Administrator | Enables the user to search matters as an administrator. | | | View Revert of Metadata and Security | It enables the user to revert profile documents' version where the user can update their profile. | | | | Anchor |
|---|
| RemoveWorkspace |
|---|
| RemoveWorkspace |
|---|
|
View Remove Workspaces | Deletes Workspace with / without Documents from Analytics, as well as Workspaces tab. | | C3-C5, Move or higher. |
|
| Expand |
|---|
|
DocumentsPermission Name | Description |
|---|
View Documents tab | Displays the Documents tab for users to search for documents. | View Document Details | Allows those to see the details of the document. | Search as Administrator | Enables the user to search matters as an administrator. |
|
| Expand |
|---|
|
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 |
|---|
|
AnalyticsPermission Name | Description |
|---|
View-System-Overview tab | Enables the user to view any of the out of the box dashboards. Available for all licenses. |
|
| Expand |
|---|
|
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. |
|
| Expand |
|---|
|
Content MoverPermission 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. |
|
Analyze License
| Expand |
|---|
|
AnalyticsPermission 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 |
|---|
| title | Administrator - Data Sync |
|---|
|
Administrator - Data SyncPermission Name | Description |
|---|
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. |
|
| Expand |
|---|
|
DashboardsPermission 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 |
|---|
|
Control CenterPermission 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. |
|
...
Business Continuity Add-on
| Expand |
|---|
|
Business Continuity |