1 Configuring Permissions in CAM
- 1.1 All Licenses
  - 1.1.1 General Permission Grouping
  - 1.1.2 Apps API Grouping
- 1.2 Provision License
  - 1.2.1 Analytics
  - 1.2.2 Job Permission Grouping
  - 1.2.3 Matters Permission Grouping
  - 1.2.4 Users & Groups
  - 1.2.5 Approval
  - 1.2.6 Quick Search
  - 1.2.7 Administrator - General
  - 1.2.8 Administrator - Template Editor
  - 1.2.9 Administrator - Bulk Assignment
  - 1.2.10 CAM data usage
  - 1.2.11 User Management
  - 1.2.12 Workspace Wizard
  - 1.2.13 Retention and Security
  - 1.2.14 Background Jobs
  - 1.2.15 DMS Button
  - 1.2.16 Manage Systems
  - 1.2.17 Microsoft Teams to DMS
  - 1.2.18 Others
  - 1.2.19 CAM Command
  - 1.2.20 Project Team
- 1.3 Manage License
  - 1.3.1 Analytics
  - 1.3.2 Service Desk
  - 1.3.3 Power Desktop
  - 1.3.4 Workspaces
  - 1.3.5 Documents
  - 1.3.6 DMS Button
- 1.4 Move License
  - 1.4.1 Analytics
  - 1.4.2 DMS Button
  - 1.4.3 Content Mover
- 1.5 Analyze License
  - 1.5.1 Analytics
  - 1.5.2 Administrator - Data Sync
  - 1.5.3 Dashboards
- 1.6 Project Teams Add-on
  - 1.6.1 Control Center
- 1.7 Business Continuity Add-on
  - 1.7.1 Business Continuity

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.		All tiers
View Notification Center	Enables the user to view the notification center.		All tiers
Profile	Allows the user to view settings on their profile and profile information.		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

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 CAM’s modules (with the other export permissions).	No button	All tiers
ES API	This permission allows access to manage the elastic search indexes of CAM’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 CAM’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

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	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

Permission Name	Description	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

Permission Name	Description	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	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

CAM

Required Permissions

Analytics

Configuring Permissions in CAM

All Licenses

General Permission Grouping

Apps API Grouping

Provision License

Analytics

Job Permission Grouping

Matters Permission Grouping

Users & Groups

Approval

Manage License

Move License

Analyze License

Project Teams Add-on

Business Continuity Add-on

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