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Feature / Module | Task(s) Performed | Task Permissions in Milan | Role Permissions in CAM | Description | Old CAM License | New CAM License |
|---|---|---|---|---|---|---|
Administrator | Performing all administration tasks | Administration: Admin | View Admin | View Administration panel | C1-C5 | Provision and higher |
Administrator | Managing templates | Administration: Admin Templates | Manage Templates | Manages templates as an admin | C1, C3-C5 | Provision and higher |
Administration | Viewing Background Services | Administration: Background Services | Not available in CAM. | This shows the Background Services in Milan. | - | |
Administration | Configuring Milan Nrtadmin account | Administration: Configure Milan Nrtadmin account | Not available in CAM. | This shows the Milan NRTAdmin configuration window. | - | |
Administration | Deleting metadata | Administration: Delete metadata | Administrator /Metadata: | This permission or role helps you to delete metadata. It is used to show/hide the option to Delete a Metadata. | C1, C3-C5 | Provision and higher |
Administration | Editing Milan configuration | Administration: Edit Milan configuration | Edit External System Credentials | Can edit the external system configurations. | C1, C3-C5 | Provision and higher |
Administration | Editing Nrtadmin group | Administration: Edit Nrtadmin group | Not available in CAM. | Can edit the NRTadmin group. | - | |
Administration | Editing folder templates | Administration: Edit folder templates | Manage Templates Add Template View Template Editor | Can edit and manage templates including folder templates. | C1, C3-C5 | Provision and higher |
Administration | Editing metadata | Administration: Edit metadata | Administrator - Metadata: | This permission or role helps you to edit metadata. It is used to show/hide the option to edit an existing metadata on the Metadata Tab. | C1, C3-C5 | Provision and higher |
Administration | Importing Data | Administration: Import Center | Import & Export Data Manage Systems View External Systems | This set of permissions allow a user to view and import data from systems externally. | C1, C3-C5 | Provision and higher |
Administration | Applying Legal Hold | Administration: Legal Hold | Create Legal Hold Type Control | Create a Legal hold control in Control Center | C5 | Comply Business Continuity add-on |
Administration | Managing Log Center | Administration: Log Center | Administrator - Logs Delete Log | This permission or role helps you to manage logs. and view and delete them Is used to show/hide the Log Center in the Log Center tab of Administration. | C1, C3-C5 | Provision and higher |
Administration | Managing Security Center | Administration: Security Center | View Security | Allows the Security of the application to be managed. | C3-C4 | Protect Project Teams add-on |
Administration | Using self-service | Administration: Self-service | Services Operations | View any services in CAM and setup them | C1-C5 | Provision and higher |
Administration | Viewing Service Center | Administration: Service Center | View Service Center | This permission or role helps you to view jobs. It is used in the main dashboard to show/hide the Jobs Tab. | C1, C3-C5 | Provision and higher |
Administration | Viewing acknowledgments | Administration: View acknowledgments | Not available in CAM | For viewing acknowledgements in Legal Hold. | - | |
Administration | Viewing metadata | Administration: View metadata | Administrator - Metadata: | This permission or role helps you to view metadata. It is used to show/hide the Metadata In Administration. | C1, C3-C5 | Provision and higher |
Administration | Using WS Admin | Administration: WS Admin | Workplace Search as Admin | Searching with the WSAdmin acct. | C3-C5 | Provision and higher |
Administration | Adding to recycle bin | Administration: Super user add to recycle bin | View add to recycle bin | Adds a file to the recycle bin | C3-C4 | Provision and higher |
Administration | Viewing Advanced Analytics | Analytics: Advanced Analytics | View Analytics | Allows user to view analytics. In CAM, advanced is also analytics. | C3-C5 | Analytics and higher |
Administration | Applying Templates | Analytics: Apply Template | Administrator: Template Editor: Add Template | This permission or role helps you to apply or add a template. It is used to show/hide the option to create new templates. | C1, C3-C5 | Provision and higher |
Administration | Edit configurations | Administration: Edit configuration files | Not available in CAM | Edits milan configurations. | - | |
Analytics | Viewing analytics | Administration: Analytics Center | Analytics: | This permission or role helps you to view the Analytics tab. | C3-C5 | Analytics and higher |
Analytics | Create New Query | Analytics: Create query | Analytics: Create New Query | This permission or role helps you to create a new query. It is used to show/hide the "Save" option (near the Execute button). | C3-C5 | Analytics are higher |
Analytics | Editing query | Analytics: Edit query | Create new query | In CAM, creation is same as edit for Analytics. | C3-C5 | Analytics and higher |
Analytics | Running the Billing to Milan scripts | Analytics: Execute BillingToMilan | Not available in CAM | The Billing to Milan section isn’t in CAM, utilize the execute query function. | - | |
Analytics | Executing Query | Analytics: Execute query | Analytics: Execute Query | This permission or role helps you to run a query. It is used to enable/disable the functionality of running or executing queries. | C3-C5 | Analytics and higher |
Analytics | Preview | Analytics: Preview document | Not available in CAM | Previews the document in Milan. | - | |
Documents | Adding Automatically To Recycle Bin | Documents: Add to Recycle Bin | Add Automatically To Recycle Bin | It is used to enable/disable the "Add Automatically to Recycle Bin" option from Remove documents. | C3-C4 | Provision and higher |
Documents | Searching documents | Documents: Allow searching by name | Documents: Documents Search (Database Based) | It is used to enable/disable the option to search documents from the database on the Documents tab. | C3-C5 | Provision and higher |
Documents | Download documents | Documents: Download | View Downloads | Download a document | C1-C5 | Provision and higher |
Documents | Download documents | Documents: Download via client | Not available in CAM | Download documents in DMS system | - | |
Documents | Viewing and Editing Name And Profile | Documents: Edit profile | View Edit Name And Profile | This permission or role helps you to view and edit name and profile. It is used to show/hide the "Edit Name and profile" web command. | C3-C4 | |
Documents | Importing & Exporting Data | Documents: Import | Import & Export Data | Import documents. | C1, C3-C5 | Provision and higher |
Documents | Viewing and moving folders/documents | Documents: Move | View Move Folders/Documents | View and Move Documents | C1, C3-C5 | Move or higher |
Documents | OCR | Documents: OCRDocuments | Not available in CAM | OCR documents | - | |
Documents | Pernamently delete | Documents: Permanently delete | View Remove Document | Pernamently remove documents | C3-C4 | Move or higher |
Documents | Viewing Remote Check In | Documents: Remote check-in | View Remote Check In | In Analytics, shows the Remote Check in button and enables it. In Analytics, shows the Unlock button and enables unlocking the document. | C3-C4 | Analytics and higher |
Documents | Searching documents | Documents: Search | Documents Search (Database Based)
Documents search as Admin View Documents Tab | Documents tab: Enables Document tab Documents Search (API Based): Enables Search criteria Documents Search (Database Based): Enables Search criteria Document Search As Admin: Allows users to search as Administrator | C3-C5 | Provision and higher |
Documents | Send copy | Documents: Send copy | Not available in CAM | Send document copy | - | |
Documents | Send link to document | Documents: Send link | Not available in CAM | Send link to document | - | |
Documents | Undeclare/Declare | Documents: Undeclare | View Declare As Record | View Declare as Record option in Documents/Analytics tabs | C3-C4 | Provision and higher for the Documents tab, Analyze or higher for the Analytics tab |
Documents | Unlock/Lock | Documents: Unlock | Not available in CAM | Unlock document | - | |
Documents | Viewing Document History | Documents: View history | View Document History | View the history of the document | C1-C5 | Provision and higher |
Documents | View private names | Documents: View private name | Not available in CAM | View the private name | - | |
Documents | Viewing profile | Documents: View profile | View Profile | View the document profile. | C1-C5 | Provision and higher |
Documents | Viewing profile | Documents: View public name | View Profile | View the name (part of the profile) | C1-C5 | Provision and higher |
Documents | Viewing security | Documents: View security | View Security | View the Document security. | C3-C4 | Provision and higher |
Documents | View supervised document | Documents: View supervised document | Not available in CAM | View the supervised document. | - | |
Emails | Setup EQM admin | Email Queue Management: Email Management Administrator | Not available in CAM | Setup the EQM admin. | - | |
Emails | Set up email settings | Email Queue Management: Set Up Exchange Setting | Not available in CAM | Set up the EQM email settings. | - | |
Emails | See the EQM Folder Id | Email Queue Management: View Emm Project Folder Id | Not available in CAM | See the EQM Folder Id. | - | |
Emails | See the EQM Request ID | Email Queue Management: View Emm Request Message Id | Not available in CAM | See the EQM Request ID. | - | |
Emails | View the EQM Email | Email Queue Management: View Exchange Email Message | Not available in CAM | View the EQM Email. | - | |
General | Log into CAM | General: Login | Login | Gives the right to login to CAM (with an active user account) | C1-C5 | Provision and higher |
General | Search as Admin | General: Search as NRT Admin | Workspace Search as admin | An admin elevated search. | C3-C5 | Provision and higher |
Jobs | Viewing all jobs | Service Center: View all jobs | View Background Jobs View Job Details | View jobs. | C1, C3-C5 | Provision and higher |
Legal Hold | Edit a legal hold | Legal Hold: Edit | Create Legal Hold Type Control | Create, edit and view a Legal hold control in Control Center | C5 | Comply Business Continuity add-on |
Legal Hold | View a legal hold | Legal Hold: View | Create Legal Hold Type Control | Create, edit and view a Legal hold control in Control Center | C5 | Comply Business Continuity add-on |
Manage Systems | Managing Systems | Client Series: Manage | Manage Systems: | Is used to show/hide the "Settings" menu option on the External System Configuration tab in the Administration module. | C1, C3-C5 | Provision and higher |
Matters | Configuring restricted client/matter | Administration: Allow users to configure Restricted Client/Matter | Matters: | This permission or role helps you to edit matters and set restrictions. | C1, C3-C5 | Provision and higher |
Matters | Editing security and Editing Matter Security | Workspaces: Edit security | Edit Matter Security | Edit the Workspace security. | C1, C3-C5 | Provision and higher |
Matters | Editing security and Editing Matter Security | Documents: Edit security | Matters: | Edit the Documents security. | C1, C3-C5 | Provision and higher |
Policy Service | Edit refile rules | Policy (Refile) Service: Edit refile rules | Not available in CAM | Edit refile rules | - | |
Policy Service | Administrator rights to modify system-wide policy configuration | Policy Center: Administrator rights to modify system-wide policy configuration | Not available in CAM | Administrator rights to modify system-wide policy configuration | - | |
Policy Service | Edit draft policies | Policy Center: Edit draft policies | Not available in CAM | Edit draft policies | - | |
Policy Service | Edit exclusions | Policy Center: Edit exclusions | Not available in CAM | Edit exclusions | - | |
Policy Service | Edit file shares for policy enforcement | Policy Center: Edit file shares for policy enforcement | Not available in CAM | Edit file shares for policy enforcement | - | |
Policy Service | Edit inclusions | Policy Center: Edit inclusions | Not available in CAM | Edit inclusions | - | |
Policy Service | Policy Center: Edit the policies rule exceptions for your firm | Policy Center: Edit the policies rule exceptions for your firm | Not available in CAM | Policy Center: Edit the policies rule exceptions for your firm | - | |
Policy Service | Edit the policies rules for your firm | Policy Center: Edit the policies rules for your firm | Not available in CAM | Edit the policies rules for your firm | - | |
Policy Service | Edit the types of policies available for your firm | Policy Center: Edit the types of policies available for your firm | Not available in CAM | Edit the types of policies available for your firm | - | |
Policy Service | View draft policies | Policy Center: View draft policies | Not available in CAM | View draft policies | - | |
Policy Service | View exclusions | Policy Center: View exclusions | Not available in CAM | View exclusions | - | |
Policy Service | View inclusions | Policy Center: View inclusions | Not available in CAM | View inclusions | - | |
Review Center | Exporting approvals | Review Center: Export Approval | View Export Approvals to CSV | Exporting approvals | C3-C5 | Analytics and higher |
Review Center | Export Audit | Review Center: Export Audit | View Audit Logs | View and export audit logs | C1, C3-C5 | Provision and higher |
Review Center | Export Review Center Admin | Review Center: Export Review Center Admin | Not available in CAM | Export Review Center Admin | - | |
Review Center | Export Review Requestor | Review Center: Export Review Requestor | Not available in CAM | Export Review Requestor | - | |
Review Center | Export Reviewer | Review Center: Export Reviewer | Not available in CAM | Export Reviewer | - | |
Security Center | Edits Confidentiality | Security Center: Edit confidentiality | View Tenant settings confidentiality | Sets confidentiality. | C1-C5 | Provision and higher |
Security Center | Edits Exclusions | Security Center: Edit exclusions | Not available in CAM | Edits exclusions in MIlan | - | |
Security Center | Edits Inclusions | Security Center: Edit inclusions | Not available in CAM | Edits inclusions in MIlan | - | |
Security Center | Views exclusions | Security Center: View exclusions | Not available in CAM | Views exclusions in MIlan | - | |
Security Center | Views inclusions | Security Center: View inclusions | Not available in CAM | Views inclusions in MIlan | - | |
Security Center | Edits Service Center | Service Center: Edit service center | View Service Center | CAM only allows to View Service Center | C1, C3-C5 | Provision and higher |
Workspaces | Reassigning Templates | Workspace: Reassign Template | View Reassign Template | Reassigns templates | C1-C5 | Provision and higher |
Workspaces | Approve Request | Workspaces: Approve Workspace Request | View Approval Request | Views and approves requests | C1, C3-C5 | Protect Project Teams add-on |
Workspaces | Creating Workspaces in CAM | Workspaces: Create | Create Workspace | Creating Workspaces in CAM | C1, C3-C5 | Provision and higher |
Workspaces | Viewing and Editing Name And Profile | Workspaces: Edit profile | View Edit Name And Profile | Viewing and Editing Name And Profile | C3-C4 | Provision and higher |
Workspaces | Edits security | Workspaces: Edit security client | View Security | Edit and View Security of workspaces | C3-C4 | Provision and higher |
Workspaces | Viewing Moving Workspaces | Workspaces: Move | View Move Workspaces | Move workspaces | C3-C4 | Move or higher |
Workspaces | Organizing My Matters | Workspaces: Organize My Matters | Add to my matters | Add workspaces to my matters | C3-C4 | Provision and higher |
Workspaces | Organizing Matters of Others | Workspaces: Organize Others' Matters | Not available in CAM | Organize other’s my matters | - | |
Workspaces | Deleting Workspaces Permanently | Workspaces: Permanently delete | Delete folder from workspaces | Workspace delete | C1, C3-C5 | Provision and higher |
Workspaces | Refile | Workspaces: Refile via SQL | View Reassign template analytics | Refile/Reassign via query | C1-C5 | Analytics and higher |
Workspaces | Refolder | Workspaces: Refolder Tree | Not available in CAM | Refolder | - | |
Workspaces | Search | Workspaces: Search | Workspace Search (Database Based) Workspace Search (API Based) Workspace Search As Admin | Search for workspaces | C3-C5 | Provision and higher |
Workspaces | View the private name | Workspaces: View private name | View Workspace Edit Name | View the names of the workspace. | C1-C5 | Provision and higher |
Workspaces | View the public name | Workspaces: View public name | View Workspace Edit Name | View the names of the workspace. | C1-C5 | Provision and higher |
Workspaces | Viewing security | Workspaces: View security | View security | View the workspace security. | C3-C4 | Provision and higher |
Workspaces | Configure the Workspace Wizard | Workspaces: Workspace Configuration dialog | View Workspace Wizard Configuration | View the Workspace Wizard configuration. | C1, C3-C5 | Provision and higher |
Workspace Wizard | Creating a OneDrive Folder | Folders: Create | Create onedrive folder | Creating a OneDrive Folder | C1, C3-C5 | Provision and higher |
Workspace Wizard | Create simple folder | Folders: Create simple | Create workspace | Create simple folder/ workspace | C1, C3-C5 | Provision and higher |
Workspace Wizard | Edit folder | Folders: Edit Folder | View Edit workspace | Edit folder | C1-C5 | Provision and higher |
Workspace Wizard | Edit security | Folders: Edit security client | View Security | Edit security | C3-C4 | Provision and higher |
Workspace Wizard | Manage folders | Folders: ManageFoldersClient | View Manage Folder dialog | Manage folders | C1-C5 | Provision and higher |
Workspace Wizard | Viewing and Moving Folders/Documents | Folders: Move | View Move Folders/Documents | Viewing and Moving Folders/Documents | C3-C5 | Move or higher |
Workspace Wizard | Deleting folders permanently | Folders: Permanently delete | Delete Folder From Workspaces | Deleting folders permanently | C1, C3-C5 | Provision and higher |
Workspace Wizard | Super folder creation | Folders: Super Folder Creation | Not available in CAM | Super folder creation | - | |
Workspace Wizard | View private folder name | Folders: View private name | Not available in CAM | View private folder name | - | |
Workspace Wizard | View Public folder name | Folders: View public name | View Workspace Edit Name | View the names of the folder. | C1-C5 | Provision and higher |
Workspace Wizard | Add folders to recycle bin | Folders: Add folders to recycle bin | Delete folder from recycle bin | Delete a folder | C1-C5 | Provision and higher |
Workspace Wizard | Delete my own folder | Folders: Delete My Own | Not available in CAM | Delete my own folder | - | |
Workspace Wizard | Creating Workspaces | Client Series: Create Workspace | Workspace Wizard: | This permission or role helps you to create a workspace. | C1, C3-C5 | Provision and higher |
Workspace Wizard | Creating a OneDrive Folder - CAM | Folders: Create | Create OneDrive Folder - CAM | Create a folder in onedrive | C1, C3-C5 | Provision and higher |
Workspaces | Add to recycle bin | Workspaces: Add workspaces to recycle bin | Add automatically to recycle bin | Add workspaces to the recycle bin | C3-C4 | Provision and higher |
Workspaces | Enforce quotas | Workspaces: Enforce quotas | Not available in CAM | Enforce Workspace Quotas. | - | |
User Management | Viewing users | Administration: View users | User Management: View User Management | This permission or role helps you to view and manage users. | C1, C3-C5 | Provision and higher |
User Management | Viewing roles | Administration: View roles | User Management: View Roles in User Management | This permission or role helps you to view and manage roles. | C1, C3-C5 | Provision and higher |
User Management | Creating roles | Administration: Create Roles | Create Roles in User Management | This permission or role helps you to create roles. | C1, C3-C5 | Provision and higher |
User Management | Editing roles | Administration: Edit roles | User Management: | This permission or role helps you to edit roles. It shows/hides the "Edit" option in the hamburger menu on Groups Tab of Account Management. | C1, C3-C5 | Provision and higher |
User Management | Deleting roles | Administration: Delete roles | Delete Roles in User Management | This permission or role helps you to delete roles. It shows/hides the "Delete" option in the hamburger menu on Groups Tab of Account Management. | C1, C3-C5 | Provision and higher |
User Management | Viewing Groups | GroupManagement: Admin View All Groups | View Groups in User Management | Viewing groups in User Management | C1, C3-C5 | Provision and higher |
User Management | Adding users to security and group membership | Administration: Allow users to add themselves to security and group membership | User Management: | This permission or role helps you to edit users. It is used to show/hide the "Edit User" menu option on the Users Tab in Account Management. | C1, C3-C5 | Provision and higher |
User Management | Delete Users/Groups | Administration: Delete User Delete User Membership | User Management: Delete User | Can Delete a user from the Users and Groups tab in User Management. Can delete a user from User membership from User Management. | C1, C3-C5 | Provision and higher |
User Management | Deleting roles | Administration: Delete roles | User Management: Delete roles in User Management | This permission or role helps you to delete roles.
| C1, C3-C5 | Provision and higher |
Users & Groups | Deleting Groups | Administration: Delete groups | Users & Groups: | This permission or role helps you to delete groups. It is used to show/hide the "Delete" option in the hamburger menu on the Groups Tab of Account Management. | C1, C3-C5 | Provision and higher |
User Management | Editing roles | Administration: Edit roles | User Management: | This permission or role helps you to edit roles. It is used to show/hide the "Edit" option in the hamburger menu on the Groups Tab of Account Management. | C1, C3-C5 | Provision and higher |
User Management | Editing users | Administration: Edit users | User Management: | This permission or role helps you to edit users. It is used to show/hide the "Edit User" menu option on the Users Tab in Account Management. | C1, C3-C5 | Provision and higher |
User Management | Editing groups | Administration: Edit groups | User Management: Edit groups in User Management | This permission or role helps you to edit groups. It is used to show/hide the "Edit" option in the hamburger menu on the Groups Tab of Account Management. | C1, C3-C5 | Provision and higher |
User Management | Viewing roles | Administration: View roles | User Management: View Roles | This permission or role helps you to view roles. It is used to show/hide the Roles Tab in Account Management. | C1, C3-C5 | Provision and higher |
User Management | Viewing groups | Administration: View groups | User Management: View Groups | This permission or role helps you to view groups. Is used to show/hide the Groups Tab in Account Management. | C1, C3-C5 | Provision and higher |
User Management | Viewing users | Administration: View users | User Management: Viewing Users | This permission or role helps you to view users and groups. It is used to show/hide the Users & Groups Tab. | C1, C3-C5 | Provision and higher |