For those customers moving from Milan to CAM, the following table will help users get acquainted to which Milan features and permissions relate to CAM features, permissions and licenses.
Permission Mapping:
Feature / Module | Task(s) Performed | Task Permissions in Milan | Role Permissions in CAM | Description | CAM License |
|---|---|---|---|---|---|
Administrator | Performing all administration tasks | Administration: Admin | View Admin | View Administration panel | C1-C5 |
Administrator | Managing templates | Administration: Admin Templates | Manage Templates | Manages templates as an admin | C1, C3-C5 |
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 |
Administration | Editing Milan configuration | Administration: Edit Milan configuration | Edit External System Credentials | Can edit the external system configurations. | C1, C3-C5 |
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 |
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 |
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 |
Administration | Applying Legal Hold | Administration: Legal Hold | Create Legal Hold Type Control | Create a Legal hold control in Control Center | C5 |
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 |
Administration | Managing Security Center | Administration: Security Center | View Security | Allows the Security of the application to be managed. | C3-C4 |
Administration | Using self-service | Administration: Self-service | Services Operations | View any services in CAM and setup them | C1-C5 |
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 |
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 |
Administration | Using WS Admin | Administration: WS Admin | Workplace Search as Admin | Searching with the WSAdmin acct. | C3-C5 |
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 |
Administration | Viewing Advanced Analytics | Analytics: Advanced Analytics | View Analytics | Allows user to view analytics. In CAM, advanced is also analytics. | C3-C5 |
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 |
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 | 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 | Editing query | Analytics: Edit query | Create new query | In CAM, creation is same as edit for Analytics. | C3-C5 |
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 | 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 |
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 |
Documents | Download documents | Documents: Download | View Downloads | Download a document | C1-C5 |
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 |
Documents | Viewing and moving folders/documents | Documents: Move | View Move Folders/Documents | View and Move Documents | C1, C3-C5 |
Documents | OCR | Documents: OCRDocuments | Not available in CAM | OCR documents | - |
Documents | Pernamently delete | Documents: Permanently delete | View Remove Document | Pernamently remove documents | C3-C4 |
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 |
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 |
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 |
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 |
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 |
Documents | Viewing profile | Documents: View public name | View Profile | View the name (part of the profile) | C1-C5 |
Documents | Viewing security | Documents: View security | View Security | View the Document security. | C3-C4 |
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 |
General | Search as Admin | General: Search as NRT Admin | Workspace Search as admin | An admin elevated search. | C3-C5 |
Jobs | Viewing all jobs | Service Center: View all jobs | View Background Jobs View Job Details | View jobs. | C1, C3-C5 |
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 |
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 |
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 |
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 |
Matters | Editing security and Editing Matter Security | Workspaces: Edit security | Edit Matter Security | Edit the Workspace security. | C1, C3-C5 |
Matters | Editing security and Editing Matter Security | Documents: Edit security | Matters: | Edit the Documents security. | C1, C3-C5 |
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 |
Review Center | Export Audit | Review Center: Export Audit | View Audit Logs | View and export audit logs | C1, C3-C5 |
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 |
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 |
Workspaces | Reassigning Templates | Workspace: Reassign Template | View Reassign Template | Reassigns templates | C1-C5 |
Workspaces | Approve Request | Workspaces: Approve Workspace Request | View Approval Request | Views and approves requests | C1, C3-C5 |
Workspaces | Creating Workspaces in CAM | Workspaces: Create | Create Workspace | Creating Workspaces in CAM | C1, C3-C5 |
Workspaces | Viewing and Editing Name And Profile | Workspaces: Edit profile | View Edit Name And Profile | Viewing and Editing Name And Profile | C3-C4 |
Workspaces | Edits security | Workspaces: Edit security client | View Security | Edit and View Security of workspaces | C3-C4 |
Workspaces | Viewing Moving Workspaces | Workspaces: Move | View Move Workspaces | Move workspaces | C3-C4 |
Workspaces | Organizing My Matters | Workspaces: Organize My Matters | Add to my matters | Add workspaces to my matters | C3-C4 |
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 |
Workspaces | Refile | Workspaces: Refile via SQL | View Reassign template analytics | Refile/Reassign via query | C1-C5 |
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 |
Workspaces | View the private name | Workspaces: View private name | View Workspace Edit Name | View the names of the workspace. | C1-C5 |
Workspaces | View the public name | Workspaces: View public name | View Workspace Edit Name | View the names of the workspace. | C1-C5 |
Workspaces | Viewing security | Workspaces: View security | View security | View the workspace security. | C3-C4 |
Workspaces | Configure the Workspace Wizard | Workspaces: Workspace Configuration dialog | View Workspace Wizard Configuration | View the Workspace Wizard configuration. | C1, C3-C5 |
Workspace Wizard | Creating a OneDrive Folder | Folders: Create | Create onedrive folder | Creating a OneDrive Folder | C1, C3-C5 |
Workspace Wizard | Create simple folder | Folders: Create simple | Create workspace | Create simple folder | C1, C3-C5 |
Workspace Wizard | Edit folder | Folders: Edit Folder | View Edit workspace | Edit folder | C1-C5 |
Workspace Wizard | Edit security | Folders: Edit security client | View Security | Edit security | C3-C4 |
Workspace Wizard | Manage folders | Folders: ManageFoldersClient | View Manage Folder dialog | Manage folders | C1-C5 |
Workspace Wizard | Viewing and Moving Folders/Documents | Folders: Move | View Move Folders/Documents | Viewing and Moving Folders/Documents | C3-C5 |
Workspace Wizard | Deleting folders permanently | Folders: Permanently delete | Delete Folder From Workspaces | Deleting folders permanently | C1, C3-C5 |
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 |
Workspace Wizard | Add folders to recycle bin | Folders: Add folders to recycle bin | Delete folder from recycle bin | Delete a folder | C1-C5 |
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 |
Workspace Wizard | Creating a OneDrive Folder - CAM | Folders: Create | Create OneDrive Folder - CAM | Create a folder in onedrive | C1, C3-C5 |
Workspaces | Add to recycle bin | Workspaces: Add workspaces to recycle bin | Add automatically to recycle bin | Add workspaces to the recycle bin | C3-C4 |
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 |
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 |
User Management | Creating roles | Administration: Create Roles | Create Roles in User Management | This permission or role helps you to create roles. | C1, C3-C5 |
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 |
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 |
User Management | Viewing Groups | GroupManagement: Admin View All Groups | View Groups in User Management | Viewing groups in User Management | C1, C3-C5 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |