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Required Permissions

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.

Ā 

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

ViewĀ App Switcher

Enables the user to switch betweenĀ User ManagementĀ &Ā Workspace ManagementĀ modules.

image-20240109-145229.png

Ā 

All tiers

ViewĀ Notification Center

Enables the user to view the notification center.

image-20240109-145304.png

Ā 

All tiers

Profile

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

Ā 

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 userā€™s access.

No button

All tiers

Apps API Grouping

This is for the APIs that allow clients to call APIs when configuring an external system through the client stack and push jobs through CAM modules. More API info is located here: General API Usage Information

Permission Name

Description

Button

License

Permission Name

Description

Button

License

Export API

This permission allows the Export API to be used to export content from CAMā€™s modules (with the other export permissions).

No button

All tiers

ES API

This permission allows access to manage the elastic search indexes of CAMā€™s data sync and analytics and call them using the API.

No button

All tiers

CAM Security API

This permission allows users to manage the security of CAMā€™s data (workspaces, documents, matters, workspaces etc) using the API.

No button

All tiers

Request Workflow API

This permission calls the Request Workflow module API of CAM.

No button

All tiers

Audit API

This permission allows the Auditing and pulling logs of CAM using the API.

No button

All tiers

System Settings API

This API permission controls the system settings configurations in Administration.

No button

All tiers

PD API

This APi permission controls the usage of PowerDesktop in CAM.

No button

All tiers

CAM Uploader API

This API permission controls the Data Uploader module.

No button

All tiers

Manage Module API

This API permission manages what modules of CAM are available through tenant management.

No button

All tiers

Module Security API

This API permission controls the security of CAM for Account Management

No button

All tiers

Ā 

Provision License

Analytics

Permission Name

Description

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

Permission Name

Description

Button

License

ViewĀ Job Tab (Service Center)

Enables theĀ JobĀ tab (also called Service Center) to display. View Job logs here or upload CSV jobs from this panel.

Ā 

C1, C3-C5/ Provision or higher

Edit JobĀ Details

Enables the user to edit or update theĀ jobĀ details in a replace or retry action in the Jobs tab. Click replace or retry job.

Ā 

C1, C3-C5/ Provision or higher

View Log

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

Ā 

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.

Ā 

Move or higher

DeleteĀ Log

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

Ā 

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

Ā 

C1, C3-C5/ Provision or higher

Copy log

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

Ā 

C1, C3-C5/ Provision or higher

Upload Job

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

Ā 

C1, C3-C5/ Provision or higher

Retry Job

Enables the user toĀ retryĀ a job.

Ā 

C1, C3-C5/ Provision or higher

View Generate CSV sample

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

Ā 

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 theĀ DirectoryĀ tab.

Ā 

C1, C3-C5/ Provision or higher

View Matter

Enables the user to view a matter on Directory Tab.

Ā 

C1, C3-C5/ Provision or higher

Edit Matter

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

C1, C3-C5/ Provision or higher

ViewĀ Matter Metadata

Enables the user to viewĀ matter metadata.

Ā 

C1, C3-C5/ Provision or higher

View MatterĀ Security

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

Ā 

C1, C3-C5/ Provision or higher

View Matter System Details

Enables the user to view theĀ matter workspace details.

Ā 

C1, C3-C5/ Provision or higher

View Matter Details

Enables the user to view matter details in theĀ DirectoryĀ tab.

Ā 

C1, C3-C5/ Provision or higher

ViewĀ Manage Folder Dialog

Enables the user to edit theĀ workspace template folder structureĀ in the Directory tab from Manage.

Ā 

C1, C3-C5/ Provision or higher

Edit MatterĀ SystemĀ Details

Enables the user to edit theĀ matter system details.

C1, C3-C5/ Provision or higher

Edit MatterĀ Metadata

Enables the user toĀ edit matter metadataĀ in Directory tab.

Ā 

C1, C3-C5/ Provision or higher

Edit MatterĀ Security

Enables the user to view theĀ matter security detailsĀ in Directory tab.

Ā 

C1, C3-C5/ Provision or higher

Reassign Template

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

Ā 

C1, C3-C5/ Provision or higher

Generate Template

Enables the user toĀ generate a new template from existing workspaceĀ similar to Administration>Template Editor.

Ā 

C1, C3-C5/ Provision or higher

Add NewĀ System

Allows the user to add a new system to sync with, as in ExternalĀ System Configuration>Settings.

Ā 

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 >Ā Modify Content

Ā 

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 theĀ DirectoryĀ tab.

Ā 

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.

Ā 

C1, C3-C5/ Provision or higher

View profile

Enables the user to view the profile of a matter in the Directory tab

Ā 

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

Ā 

C1, C3-C5/ Provision or higher

View Users & Groups Tab

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

Ā 

C1, C3-C5/ Provision or higher

View User Details

Enables the user to see the details of a specific user in theĀ Users & GroupsĀ tab.

Ā 

C1, C3-C5/ Provision or higher

View Group Details

Enables the user to see the details of a specific group in theĀ Users & GroupsĀ tab.

Ā 

C1, C3-C5/ Provision or higher

View UserĀ Membership

Enables the user to view theĀ MattersĀ the user is associated to.

Ā 

C1, C3-C5/ Provision or higher

Add Users/ Member

Enables the user to add a user via Workspace Provisioning (viaĀ Data UploaderĀ orĀ Users & GroupsĀ orĀ Jobs).

Ā 

Ā 

C1, C3-C5/ Provision or higher

Edit User Membership

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

Ā 

C1, C3-C5/ Provision or higher

Delete User Membership

Enables the user to delete Groups in Users & Groups (Hides theĀ RemoveĀ option in Edit dialog).

Ā 

C1, C3-C5/ Provision or higher

Disable user

Enables the function to disable a user

Ā 

Ā 

Export Users/Groups to CSV

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

Ā 

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 theĀ ApprovalsĀ tab.

Ā 

C1, C3-C5/ Provision or higher

Approve

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

Ā 

C1, C3-C5/ Provision or higher

View approvers

Allows to view the approvers on an approval

Ā 

C1, C3-C5/ Provision or higher

View export approvals to CSV

Allows the user to export to CSV the selected approval requests and details.

Ā 

C1, C3-C5/ Provision or higher

Manage License

Move License

Analyze License

Project Teams Add-on

Business Continuity Add-on

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