Required Permissions

The following are the permissions available separated by the relevant grouping in the Admin Panel.

Mappings of permissions are in the below sections.

 

Prerequisite: To configure permissions click here

Configuring Permissions in CAM

All Licenses

General Permission Grouping

Permission Name

Description

Button

License

Permission Name

Description

Button

License

View App Switcher

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

image-20240109-145229.png

 

All tiers

View Notification Center

Enables the user to view the notification center.

image-20240109-145304.png

 

All tiers

Profile

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

image-20240109-145444.png

 

All tiers

Sign-Out

Signs out the currently logged-in user.

All tiers

Login

Brings the user to the login page of CAM.

No button

All tiers

Remove Access CAM

Remove a CAM user’s access.

No button

All tiers

Provision License

Job Permission Grouping

Permission Name

Description

Button

License

Permission 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-20240109-145755.png

 

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-20240109-150727.png

 

C1, C3-C5/ Provision or higher

View Log

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

image-20240109-150935.png

 

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-20240109-151153.png

 

Move or higher

Delete Log

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

image-20240109-151346.png

 

C1, C3-C5/ Provision or higher

Delete Job

Enables the job to be deleted from the Jobs tab

image-20240109-152455.png

 

C1, C3-C5/ Provision or higher

Copy log

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

image-20240109-151442.png

 

C1, C3-C5/ Provision or higher

Upload Job

Allows the user to upload files to begin jobs from the Jobs tab.

image-20240109-151556.png

 

C1, C3-C5/ Provision or higher

Retry Job

Enables the user to retry a job.

image-20240109-151728.png

 

C1, C3-C5/ Provision or higher

View Generate CSV sample

Enables the user to view the CSV samples button and action.

image-20240109-152221.png

 

C1, C3-C5/ Provision or higher

Upload Matter CSV

Enables the user to upload a Matter job for provisioning

image-20240109-151556.png

C1, C3-C5/ Provision or higher

Matters Permission Grouping

Permission Name

Description

Button

License

Permission Name

Description

Button

License

View Matters (Directory) Tab

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

image-20240109-154039.png

 

C1, C3-C5/ Provision or higher

View Matter

Enables the user to view a matter on Directory Tab.

image-20240109-154017.png

 

C1, C3-C5/ Provision or higher

Edit Matter

Enables the user to edit or modify the matter by showing the action menus.

image-20240109-154421.png
image-20240109-154340.png

C1, C3-C5/ Provision or higher

View Matter Metadata

Enables the user to view matter metadata.

image-20240109-154649.png

 

C1, C3-C5/ Provision or higher

View Matter Security

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

image-20240109-154804.png

 

C1, C3-C5/ Provision or higher

View Matter System Details

Enables the user to view the matter workspace details.

image-20240109-154907.png

 

C1, C3-C5/ Provision or higher

View Matter Details

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

image-20240109-155014.png

 

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-20240109-155328.png

 

C1, C3-C5/ Provision or higher

Edit Matter System Details

Enables the user to edit the matter system details.

image-20240109-154907.png

C1, C3-C5/ Provision or higher

Edit Matter Metadata

Enables the user to edit matter metadata in Directory tab.

image-20240109-155442.png

 

C1, C3-C5/ Provision or higher

Edit Matter Security

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

image-20240109-155439.png

 

C1, C3-C5/ Provision or higher

Reassign Template

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

image-20240109-155510.png

 

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-20240109-155528.png

 

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-20240109-155112.png

 

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-20240109-155615.png

 

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-20240109-153742.png

 

C1, C3-C5/ Provision or higher

Users & Groups

Permission Name

Description

Button

License

Permission 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-20240109-160323.png

 

C1, C3-C5/ Provision or higher

View Users & Groups Tab

Enables the user to view Workspace Management> Groups and Workspace Management > Users tab.

image-20240109-160412.png

 

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-20240109-160626.png

 

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-20240109-160726.png

 

C1, C3-C5/ Provision or higher

View User Membership

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

image-20240109-161306.png

 

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-20240109-161127.png

 

image-20240109-161102.png

 

C1, C3-C5/ Provision or higher

Edit User Membership

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

image-20240109-161327.png

 

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-20240109-161340.png

 

C1, C3-C5/ Provision or higher

Disable user

Enables the function to disable a user

image-20240109-161459.png

 

 

Export Users/Groups to CSV

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

image-20240109-161515.png

 

C1, C3-C5/ Provision or higher

Approval

Permission Name

Description

Button

License

Permission Name

Description

Button

License

View Approval Tab

Enables the user to view the Approvals tab.

image-20240109-161922.png

 

C1, C3-C5/ Provision or higher

Approve

Allows the user to approve a modification or creation in CAM.

image-20240109-161949.png

 

C1, C3-C5/ Provision or higher

View approvers

Allows to view the approvers on an approval

image-20240109-162127.png

 

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-20240109-162247.png

 

C1, C3-C5/ Provision or higher

Permission Name

Description

Button

License

Permission Name

Description

Button

License

View Quick Search

Enables the user to search in the quick search bar.

image-20240109-162510.png

 

C1, C3-C5/ Provision or higher

Search matters

Allows matters to return in the search if you have rights to view them.

image-20240109-162532.png

 

C1, C3-C5/ Provision or higher

Administrator - General

Permission Name

Description

Button

License

Permission Name

Description

Button

License

View Data Usage

To show CAM’s data usage over time

image-20240109-171819.png

 

C1-C5, Provision and above

View Audit Logs

To view all audit logs or filter for an occurence

image-20240109-172116.png

 

C1-C5, Provision and above

View Downloads

Shows the downloads option to download CAM programs like Data Uploader or CAM Commands etc

image-20240109-172213.png

 

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-20240109-171925.png

 

C1-C5, Provision and above

View Admin

Allows access to the Admin panel

image-20240109-172135.png

 

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-20240109-172344.png

 

C1-C5, Provision and above

View Layout

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

image-20240109-172450.png

 

C1-C5, Provision and above

View Upload Users

Enables the user to view Administration>Upload Users option.

image-20240109-172510.png

 

C1-C5, Provision and above

Administrator - Template Editor

Permission Name

Description

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

Administrator - Bulk Assignment

Permission Name

Description

Permission Name

Description

View Bulk Assignment

Enables the user to view Administration>Bulk Assignment.

CAM data usage

Permission Name

Description

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 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

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.

Retention and Security

Permission Name

Description

Button

License Plan

Permission 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

Background Jobs

Permission Name

Description

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

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 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.

Manage Systems

Permission Name

Description

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.

Microsoft Teams to DMS

Permission Name

Description

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.

Remove Access- Teams

Removes access from Teams

Others

Permission Name

Description

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

Permission Name

Description

View Control Center

Main Tab in CAM.

Project Team

Permission Name

Description

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 License

Service Desk

Permission Name

Description

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.

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

Power Desktop

Permission Name

Description

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.

Workspaces

Permission Name

Description

 

 

Permission 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.

 

 

View Remove Workspaces

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

 

 

Documents

Permission Name

Description

Permission 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.

DMS Button

Permission Name

Description

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 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

DMS Button

Permission Name

Description

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.

Content Mover

Permission Name

Description

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. 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

Analytics

Permission Name

Description

Permission 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.

Administrator - Data Sync

Permission Name

Description

Permission 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.

Dashboards

Permission Name

Description

Permission 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.

Comply Add-on

Control Center

Permission Name

Description

Permission 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.

Protect Add-on

Business Continuity

Permission Name

Description

Permission Name

Description

BC Login

Enables login to the Business Continuity page.

View Users In User Management

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

BC Download

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

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