Purpose
The following matrix depicts the functionality available to each role in VisualVault for documents. Note that the "Contributor" is not a role at this time, but is planned for the future.
Matrix
Application Area/Ability | VaultAccess* | Owner | Editor | Viewer | Public* |
|---|---|---|---|---|---|
View Document (Released) | X | X | X | X | X** |
View Document (Unreleased) | X | X | X |
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|
Download Document *** | X | X | X | X | X |
Create Folder Workflow | X | X |
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View Folder Workflow | X | X | X |
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Create Adhoc Workflow | X | X | X |
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View Adhoc Workflow | X | X | X |
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Check-in/Check-Out Library Services | X | X | X |
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View Document ID Card | X | X | X | X |
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Modify Description, Keyword, Abstract | X | X | X |
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Modify Filename | X | X | X |
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Modify Document Library Status | X | X | X |
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Modify Index Field Data | X | X | X |
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Modify Record Retention Dates | X | X | X |
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View Revision List | X | X | X |
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View Document Relationships** | X | X | X | X |
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Manage Document Relationships | X | X | X |
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View Related Forms List** | X | X | X | X |
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Manage Form Relationship | X | X | X |
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View Related Projects List** | X | X | X | X |
|
Manage Project Relationship | X | X | X |
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|
View History | X | X | X |
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View Security | X | X |
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Modify Security | X | X |
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View Document Training | X | X | X |
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Manage Training Template | X | X |
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Manage Users/Groups Training | X | X |
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Move Documents | X | X | X |
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Copy Documents | X | X | X |
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Delete Documents | X | X | X |
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*VaultAccess is a user group that has full security clearance in VisualVault. Users in this group do not need to be added to a folder to have permission to it. Public users are users that are not logged into VisualVault.
**Only when the user has been given rights to the corresponding forms, documents, or projects.
***Public users or people without user accounts in VisualVault can download documents when permissions are given. Public users open these documents using a link sent to them via email, or from a link on a web page. Users that are logged in to VisualVault are given the choice to open or download documents when they have permissions if the document viewer is not enabled.