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.

 

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

Delete Job

Enables the job to be deleted from the Jobs tab

 

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

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

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

 

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

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

Manage License

Move License

Analyze License

Comply Add-on

Protect Add-on

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