Administration-Settings Permission Name Description Edit Restricted Clients/Matters Enables the user to edit a restricted client or matter in the system. Available for all licenses except C2/ Business Continuity add on. View Restricted Clients/Matters Enables the user to view a restricted client or matter in the system. Available for all licenses except C2/ Business Continuity add on.

Analytics Permission Name Description View-System-Overview tab Enables the user to view any of the out of the box dashboards. Available for all licenses.

Job Permission Grouping 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. 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. C1, C3-C5/ Provision or higher View Log Enables the user to view the log in Administration>Log Center. 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. Move or higher Delete Log Enables the user to delete log in Administration>Log Center. C1, C3-C5/ Provision or higher Archive Job Enables the job to be removed from the Jobs tab. Not this used to be Delete Jobs C1, C3-C5/ Provision or higher Copy log Enables the user to copy the log in Administration>Log Center. C1, C3-C5/ Provision or higher Upload Job Allows the user to upload files to begin jobs from the Jobs tab. C1, C3-C5/ Provision or higher Retry Job Enables the user to retry a job. C1, C3-C5/ Provision or higher View Generate CSV sample Enables the user to view the CSV samples button and action. C1, C3-C5/ Provision or higher Upload Matter CSV Enables the user to upload a Matter job for provisioning C1, C3-C5/ Provision or higher

Matters Permission Grouping Permission Name Description Button License View Matters (Directory) Tab Enables the user to view all matters in the Directory tab. C1, C3-C5/ Provision or higher View Matter Enables the user to view a matter on Directory Tab. C1, C3-C5/ Provision or higher Edit Matter Enables the user to edit or modify the matter by showing the action menus. C1, C3-C5/ Provision or higher View Matter Metadata Enables the user to view matter metadata. C1, C3-C5/ Provision or higher View Matter Security Enables the user to view the matter security edit option in Directory tab. C1, C3-C5/ Provision or higher View Matter System Details Enables the user to view the matter workspace details. C1, C3-C5/ Provision or higher View Matter Details Enables the user to view matter details in the Directory tab. 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. C1, C3-C5/ Provision or higher Edit Matter System Details Enables the user to edit the matter system details. C1, C3-C5/ Provision or higher Edit Matter Metadata Enables the user to edit matter metadata in Directory tab. C1, C3-C5/ Provision or higher Edit Matter Security Enables the user to view the matter security details in Directory tab. C1, C3-C5/ Provision or higher Reassign Template Enables the user to view this option in the Directory tab>External System menu options. C1, C3-C5/ Provision or higher Generate Template Enables the user to generate a new template from existing workspace similar to Administration>Template Editor. 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. 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 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. C1, C3-C5/ Provision or higher View profile Enables the user to view the profile of a matter in the Directory tab C1, C3-C5/ Provision or higher

Users & Groups 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 C1, C3-C5/ Provision or higher View Users & Groups Tab Enables the user to view Workspace Management> Groups and Workspace Management > Users tab. 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. 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. C1, C3-C5/ Provision or higher View User Membership Enables the user to view the Matters the user is associated to. 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). C1, C3-C5/ Provision or higher Edit User Membership Enables the user to edit user details in Users & Groups (Hides the Edit option). 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). C1, C3-C5/ Provision or higher Disable user Enables the function to disable a user Export Users/Groups to CSV Enables the user to export users / groups in CSV file. C1, C3-C5/ Provision or higher

Approval Permission Name Description Button License View Approval Tab Enables the user to view the Approvals tab. C1, C3-C5/ Provision or higher Approve Allows the user to approve a modification or creation in CAM. C1, C3-C5/ Provision or higher View approvers Allows to view the approvers on an approval C1, C3-C5/ Provision or higher View export approvals to CSV Allows the user to export to CSV the selected approval requests and details. C1, C3-C5/ Provision or higher

Quick Search Permission Name Description Button License View Quick Search Enables the user to search in the quick search bar. C1, C3-C5/ Provision or higher Search matters Allows matters to return in the search if you have rights to view them. C1, C3-C5/ Provision or higher

Administrator - General Permission Name Description Button License View Data Usage To show CAM’s data usage over time C1-C5, Provision and above View Audit Logs To view all audit logs or filter for an occurence C1-C5, Provision and above View Downloads Shows the downloads option to download CAM programs like Data Uploader or CAM Commands etc 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. C1-C5, Provision and above View Admin Allows access to the Admin panel 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. C1-C5, Provision and above View Layout Enables the user to view the layout in Administration>Layout. C1-C5, Provision and above View Upload Users Enables the user to view Administration>Upload Users option. C1-C5, Provision and above

Administrator - Template Editor 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 View Bulk Assignment Enables the user to view Administration>Bulk Assignment.

CAM data usage 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 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 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 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 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 View Private Document Names Allows users to view any document names for private documents. Private document names could be confidential and firms may choose to hide this from roles like service desk helpcenter users. 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 Document Version Allows a user to view the versions of a document View Document History View the document history records. 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 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 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 Delete Empty Folder Enables the user to delete Empty folders using the iManage web-extension and worksite.

CAM Command Permission Name Description View Control Center Main Tab in CAM.

Project Team 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.

Analytics Permission Name Description View-System-Overview tab Enables the user to view any of the out of the box dashboards. Available for all licenses. View-ACL-option Allows users to be able to hit the Freeze ACL button as well as view the Security ACL string in the Security Update dialog within the Workspaces/Documents/Analytics tabs.

Services Desk 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 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-workspaces Removes workspaces 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 to undeclare a document. View Manage Folder Advanced Setting This permission controls the options of Manage Folder when using the service desk action on the Workspaces or Documents tabs. When enabled, the More Settings option displays after clicking the Add plus icon in manage Folder. Settings will control Security and Owners. View Manage Folder Dialog This controls the Manage Folder dialog window in CAM Service Desk on both the Workspaces and Documents tabs, if this is disabled the action of Manage Folder will be hidden on those tabs. View Archive Workspace Shows the Archived Workspace tab to the Service desk user in the Workspaces main tab. View Unarchive Workspace Shows the unarchive command and options to unarchive a workspace. View Edit Workspace Archiving Allows the editing of workspace archives.

Power Desktop 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 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. C3-C5, Move or higher.

Documents 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 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 Document Version Allows a user to view the versions of a document View Document History View the document history records. 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.

Analytics Permission Name Description View-System-Overview tab Enables the user to view any of the out of the box dashboards. Available for all licenses. View-ACL-option Allows users to be able to hit the Freeze ACL button as well as view the Security ACL string in the Security Update dialog within the Workspaces/Documents/Analytics tabs.

DMS Button 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. View Move Security field This permission controls the visibility of security data on the Move command window. Disabling this will not let the user see security or be able to move it. View Move Metadata field This permission controls the visibility of metadata data on the Move command window. Disabling this will not let the user see the metadata or be able to move it.

Content Mover 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. View Content Mover Logs Allows a user to view the Log button on the Content Mover tab for any job. View Content Mover Resync Shows the button and options for resyncing a content mover job that is stuck or failed. View Replace Shortcut Shows the Replace shortcut button and menu in Content Mover. View Simple Checkout Shows the Checkout button and menu in Content Mover. View Simple Checkin Shows the Checkin button and menu in Content Mover. Request Workflow Teams to DMS Gives Move users the workflow to move a team from Office365 to the DMS system. Request Workflow DMS to Teams Gives Move users the workflow to move a team from the DMS to Microsoft Teams.

Analytics Permission Name Description View Analytics Tab Enables the user to view the Analytics tab. View-ACL-option Allows users to be able to hit the Freeze ACL button as well as view the Security ACL string in the Security Update dialog within the Workspaces/Documents/Analytics tabs. 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 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 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. View-System-Overview tab Enables the user to view any of the out of the box dashboards. Available for all licenses.

Control Center 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.

Business Continuity 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. View Documents tab Displays the Service Desk Documents tab for BC users. Documents Search Allows a BC user to search for Documents to be restored to BC.