Required Permissions

View App Switcher

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

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View Notification Center

Enables the user to view the notification center. Available for C1-C5.

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Profile

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

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Sign-Out

Signs out the currently logged-in user.

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Login

Brings the user to the login page of CAM.

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View Job Tab (Service Center)

Enables the Job tab (also called Service Center) to display.

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Edit Job Details

Enables the user to edit or update the job details in Jobs tab.

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Create Workspace

Enables the user to add a new workspace in Administration>Workspace Wizard Configuration.

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View Log

Enables the user to view the log in Administration>Log Center.

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View ETL Logs

Enables the user to view the log in Administration>Content Mover>Jobs. It helps you to troubleshoot failed content mover jobs.

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Delete Log

Enables the user to delete log in Administration>Log Center.

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View Job Details

Enables the user to view job details in the Jobs tab.

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Upload Job

Allows the user to upload files to begin jobs.

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Retry Job

Enables the user to retry a job.

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Delete Job

Enables the user to delete a job from the Jobs tab.

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Link To Workspace

Enables the user to link workspaces from external systems.

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View Account Info

Enables the user to save the job notification.

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View Matters Tab

Enables the user to view all matters in the Directory tab.

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View Matter

Enables the user to view matter on Directory Tab.

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Edit Matter

Enables the user to edit or modify the matter.

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View Matter Metadata

Enables the user to view matter metadata.

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View Matter Security

Enables the user to view the matter security edit option in Directory tab.

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View Matter System Details

Enables the user to view the matter workspace details.

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View Matter Details

Enables the user to view matter details in the Directory tab.

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View Manage Folder Dialog

Enables the user to edit the workspace template folder structure in the Directory tab.

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Edit Matter System Details

Enables the user to edit the matter system details.

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Edit Matter Metadata

Enables the user to edit matter metadata in Directory tab.

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Edit Matter Security

Enables the user to view the matter security details in Directory tab.

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Reassign Template

Enables the user to view this option in the Directory tab>External System menu options.

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Generate Template

Enables the user to generate a new template from existing workspace similar to Administration>Template Editor.

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Add New System

Allows the user to add a new system to sync with, as in External System Configuration>Settings.

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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.

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Remove Content

Enables the user to delete the workspace from CAM or both from CAM and External system.

Matter details > Remove Content

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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.

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View Reconciliation Report

Enables the user to view reconciliation report after creating workspaces to validate folder structures created as per assigned template.

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View-Dynamic-Groups

Enables the user to view or hide Users>Groups>Dynamic Groups.

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View Users & Groups Tab

Enables the user to view User Management> Groups tab.

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View User Details

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

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View Group Details

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

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View User Membership

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

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Create Users

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

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Edit User Membership

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

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Delete User Membership

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

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Export Users/Groups to CSV

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

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View Workspace Tab

Displays the workspace tab for users to search workspaces.

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Search as Administrator

Enables the user to search matters as an administrator.

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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.

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View Remove Workspaces

Deletes Workspace with / without Documents from Analytics, as well as Workspaces tab.

View Documents tab

Displays the Documents tab for users to search for documents.

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Search as Administrator

Enables the user to search matters as an administrator.

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View Approval Tab

Enables the user to view the Approvals tab.

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Approve

Allows the user to approve modification or creation in CAM.

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View Analytics Tab

Enables the user to view the Analytics tab.

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Create New Query

Enables the user to create a new query in the Analytics tab.

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Execute Query

Enables the user to execute a query in the Analytics tab.

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View Add New Graph

Enables the user to view the add new graph button in the Analytics tab.

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Apply to Workspace

Enables the user to apply query to workspace option in the Analytics tab.

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View Delete Graph

Enables the user to view the Delete graph button in the Analytics tab.

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View Edit Graph

Enables the user to view the Edit Graph button in the Analytics tab.

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Delete Query

Enables the delete query button in the Analytics tab.

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Export to Zip

Enables exporting from Analytics to Zip.

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Export to Network Path

Enables exporting to network file shares.

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View Move Folders/Documents

Enables moving the folders / documents to the target location.

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Quick Search

Enables the user to search in the quick search bar.

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View Data Uploader

Enables the user to view Administration>Data Uploader.

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View Tab

Allows the user to control visible tabs.

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Configure External Systems

Enables the user to configure, add, or remove External Systems.

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Manage Log

Enables the user to manage External System Configuration>Log.

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Layout

Enables the user to view the layout in Administration>Layout.

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View Upload Users

Enables the user to view Administration>Upload Users option.

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Settings

Allows the user to see general system settings.

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Manage Templates

Enables the user to manage Template Editor>Edit options.

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Add Template

Enables the user to add a new template in Administration>Template Editor.

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View Template

Enables the user to view the template in Administration>Template Editor.

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Edit Template Editor

Enables the user to edit the template in Administration>Template Editor.

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Delete Template

Enables the user to delete the template in Administration>Template Editor.

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Delete From Template

Enables the user to delete the folder from template in Administration>Template Editor> Template> folder.

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Delete From Workspace

Enables the user to delete the folder from Workspace in Administration>Template Editor> Template> folder.

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Import Template Editor

Enables the user to import templates using the template editor dialog.

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Upload Template Editor

Enables the user to upload templates to Template Editor.

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View Generate Template Editor

Shows the Generate Template button for the Template Editor page in Administration>Template Editor

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Export JSON

Allows the JSON export for Template Editor.

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Apply Folder to Workspaces

Enables the user to add folder to workspace Administration>Template Editor> Template> Folder.

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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

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View Data Sync

Enables the user to view Administration>Data Sync.

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Manage Data Sync

Enables the user to view Administration>Background Jobs.

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Allow Audit Sync

Enables the synching of document audit information. For C3-C5.

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Allow Content Sync

Enables the synching of document content information. For C2-C5.

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View Bulk Assignment

Enables the user to view Administration>Bulk Assignment.

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Delete Log

Enables the user to delete log in Administration>Log Center.

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View data usage

Enables the user to view data utilization per month and get email notifications.

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Permission for viewing User Management

Enables the user to view the User Management option.

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Create New User

Enables the user to add a new user in User Management>Users (Hides the Add New button).

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Edit User

Enables the user to edit user details in User Management> Users (Disables the Action menu).

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Edit Groups in User Management

Enables the user to edit groups in User Management> Groups tab.

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Delete Groups in User Management

Enables the user to delete groups in User Management> Groups tab.

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Create Groups

Enables the user to add user groups in User Management>Groups (Hides the Add Group button).

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View Roles in User Management

Enables the user to view User Management>Roles tab.

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Create Roles in User Management

Enables the user to create roles in User Management>Roles.

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Edit Roles in User Management

Enables the user to edit roles in User Management>Roles.

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Delete Roles in User Management

Enables the user to delete roles in User Management>Roles.

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Delete User(s) in User Management

Enables the user to delete users in User Management>Users.

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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.

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View Workspace Wizard Configuration

Enables the user to view Administration> Workspace Wizard Configuration.

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Add Workspace Wizard Dialog

Enables the user to add a workspace dialog in Administration>Workspace Wizard Configuration.

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Edit Workspace Wizard Dialog

Enables the user to edit a workspace dialog in Administration>Workspace Wizard Configuration.

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Delete Workspace Wizard Dialog

Enables the user to delete the workspace wizard dialog in Administration>Workspace Wizard Configuration.

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View Request Workflow Teams to DMS

This option allows users to move content from Teams to the DMS that is being used.

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View Request Workflow DMS to Teams

This option allows users to move content from the DMS that is being used to Teams.

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BC Login

Enables login to the Business Continuity page.

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View Users In User Management

Allows the user to authorize a user to access Business Continuity.

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BC Download

Enables the download of the Business Continuity data backup in S3 bucket.

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View Metadata

Enables the user to view Administration>Metadata option.

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Add Metadata Data

Enables the user to add metadata data in Administration>Metadata.

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Edit Metadata

Enables the user to edit metadata in Administration>Metadata.

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Manage Metadata

Enables the user to manage Administration>Metadata Data.

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Delete Metadata

Enables the user to delete matter Metadata (disables the Delete button in Edit Metadata dialog).

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Import Metadata

Enables the user to import metadata CSVs.

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Export Metadata

Enables the user to export current metadata in CAM to CSV.

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View Metadata

Enables the user to view new Metadata preview Administration>Metadata V2 (Preview) option.

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View Metadata

Enables the user to view Administration>Metadata option

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View Background Jobs

Enables the user to view job details. Available for C2-C5.

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Add Notification Template

View the Add Template button.

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Edit Notification Template

View the Edit option in the Actions menu.

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Delete Notification Template

View the Delete option in the Actions menu.

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View Add Notification Job

View the Notifications jobs.

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View Notification Template

Allows the user to view the notification templates.

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View unlock

Gives the ability to unlock documents/workspaces/folders.

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Restore recycle bin documents

Allows the restoration of recycle bin documents (with approval)

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View recycle bin documents

Allows to view the documents inside the recycle bin.

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Export to CSV

Enables exporting the search result of documents, workspace, and Analytics query.

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View document version

Allows to view the versions of documents.

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View Document History

Enables the user to view the document history.

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Workspace Search (API Based)

Enables the user to search workspaces using API search.

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Workspace Search (Database Based)

Enables the user to search workspaces using database search.

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View profile

Enables the user to view the profile of documents/workspaces/folders/directory.

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View remote checkin

Allows to remotely checkin and unlock documents.

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View bulk profile update

Allows to make a bulk profile update job.

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View bulk security update

Allows to do a bulk security update on many records.

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View security

Enables the user to view the security of an object.

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View undeclare

Allows to view the Undeclare option in service desk.

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Reassign Template

Can view the Reassign Template button.

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View Bulk Security Update

Can view the Bulk Security Update Dialog.

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View Bulk Profile Update

Can view the Bulk Profile Update Dialog.

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View Replace Shortcuts

Can view the Replace Shortcuts Dialog.

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View Remove Unused Groups

Can View the Remove Unused Groups option.

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View Add to My Matter

Can View the Add to My Matter button.

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View Remove Empty Folders

Can view remove empty folders dialog.

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View Remote Check-in

Can view remote check-in button.

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Apply to Workspace

Can apply the structure of documents to workspace.

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View Export Documents

Can view the Export Documents button.

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View Security

Can view the Security button.

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View Add to Recycle Bin

Can view the Add to Recycle Bin button.

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View Declare as Record

Can view the Declare as a Record option.

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Add Automatically to Recycle Bin

Can view the Add Automatically to Recycle Bin option.

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View Remove Document

Can view the Remove Document button.

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View Apply New Template

Can view apply a new template button.

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Move Workspaces

The ability to move a workspace from one to another.

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Move Folders / Documents

The ability to move a folder or document between workspaces.

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View Edit Name And Profile

Can view Edit name And Profile button.

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View Share Document Or Workspace

Can view Share Item button.

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View Send To Teams

Can view Send to Teams button.

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Restore Recycle Bin Documents

Shows or hides the Search recycle bin documents option.

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View Recycle Bin Documents

Shows or hides the Restore Recycle Bin Documents icon.

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View Remove Empty Workspaces

Shows or hides the Delete empty workspaces icon.

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Manage Systems

Enables the user to manage External System Configuration>Settings.

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Add External System Credentials

Enables the user to add external system login credentials.

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Edit External Systems Credentials

Enables the user to edit the External System Configuration set up.

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View External Systems Credentials

Enables the user to view External System login credentials.

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Add External System Rule

Enables the user to add External System rules (disables the Add New button).

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View External System Rule

Enables the user to view external system Workspace Rules & Template Rules.

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View Default Group Rule

Enables the user to add or remove, or setup the default group for a particular external system.

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View Add Source System

Enables the user to view the Add Source System button and window so Source Systems can be added.

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View Default Document Metadata

Allows the user to view the Default Document Metadata section for iManage and NetDocuments.

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Move from Team to DMS

Enables the user to view Move or Copy contents to DMS Directory Tab > Matter Details > Move or Copy.

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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.

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View Send to Teams

Enables the user to send content from CAM/DMS to Teams through Content Mover. Displays the Move command DMS->Teams.

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Content Mover Manager View

Enables the user to configure Content Mover Manager Administration > Content Mover Manager.

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Content Mover Manager Edit

Enables the user to Edit Configuration. Administration > Content Mover Manager > Configuration.

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Content Mover Import Links

Enable the user to upload config details from CSV.

Administration > Content Mover Manager > Job Details-Hamburger Sign.

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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).

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View Activate Deactivate Job

Enables users to Edit specific Content Mover Job. Administration > Content Mover Manager > Job - Details-Actions

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View Delete

Enables the user to Edit specific Content Mover Job. Administration > Content Mover Manager > Job - Details-Actions

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View Add New Job Setting

Enables the user to Edit specific Content Mover Job. Administration > Content Mover Manager > Default Settings

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View Edit Job Setting

Enables the user to Edit specific Content Mover Job. Administration > Content Mover Manager > Job - Details-Actions

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View Edit Content Mover Config Jobs

Enables the user to Edit specific Content Mover Job. Administration > Content Mover Manager > Default Settings > Actions

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Delete Content Mover Config

Enables the user to delete Content Mover settings. Administration > Content Mover Manager > Default Settings > Actions

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Retry the subscription

Enables the user to retry the subscription if it's failed.

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View ETL Resync

Enables the user to resync a job ad-hoc from the Content Mover Jobs tab.

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Delete Empty Folder

Enables the user to delete Empty folders using the iManage web-extension and worksite.

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View Control Center

Main Tab in CAM

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View CC Controls

Controls Tab in Control Center

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View CC Control Approvals

Control Approvals and Approvals Tab

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View CC Action Approvals

Action Approvals and Approvals Tab.

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View CC Manual Attach

Manual Attach button.

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View CC Reports

Reports Tab in Control Center.

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View CC Settings

Settings Tab in Control Center.

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Create Control

Display/Hide Create Control Button and all menu options (except Details) on main Controls tab.

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Create Action Type Control

Create / View Action Type Controls.

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Create Retention Type Control

Create / View Retention Type Controls.

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Create Security Type Control

Create / View Security Type Controls.

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Create Legal Hold Type Control

Create / View Legal Hold Type Controls.

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Retention Disposition Action

Enable to display number of retention actions.

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View Control Center

Main Tab in CAM.

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View Matter Security

Can view the team matter security.Can view the Explicit Security Tab. Can view the Action menu

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No

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.

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No

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.

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Yes- Project 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.

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Yes- Project Team

View Portal

Enables the user to view the CAM end-user portal.

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Edit CAM Dasboard

Enables the user to create new dashboards, widgets, and filters inside the portal.

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