CAM Permissions vs Milan Permissions
- 1 Permission Mapping:
- 1.1 Feature / Module
- 1.1.1 Administrator
- 1.1.2 Analytics
- 1.1.3 Documents
- 1.1.4 Emails
- 1.1.5 General
- 1.1.6 Jobs
- 1.1.7 Legal Hold
- 1.1.8 Manage Systems
- 1.1.9 Matters
- 1.1.10 Policy Service
- 1.1.11 Review Center
- 1.1.12 Security Center
- 1.1.13 Workspaces
- 1.1.14 Workspace Wizard
- 1.1.15 User Management
- 1.1 Feature / Module
For those customers moving from Milan to CAM, the following table will help users get acquainted with which Milan features and permissions relate to CAM features, permissions, and licenses.
To view what Milan features are supported in CAM, please view this Litera Marketing document:
Permission Mapping:
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 | 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 | 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 |
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