Document Permission Matrix
  • 30 Jun 2023
  • 1 Minuto para leer
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  • Oscuro
    Ligero

Document Permission Matrix

  • Oscuro
    Ligero

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Resumen del artículo

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

 

 

Download Document ***

X

X

X

X

X

Create Folder Workflow

X

X

 

 

 

View Folder Workflow  

X  

X

X  

 

 

Create Adhoc Workflow  

X

X

X

 

 

View Adhoc Workflow  

X

X

X

 

 

Check-in/Check-Out Library Services

X

X

X

 

 

View Document ID Card

X

X

X

X

 

Modify Description, Keyword, Abstract

X

X

X

 

 

Modify Filename

X

X

X

 

 

Modify Document Library Status

X

X

X  

 

 

Modify Index Field Data

X

X

X

 

 

Modify Record Retention Dates

X

X

X

 

 

View Revision List

X

X

X

 

 

View Document Relationships**

X

X

X

X

 

Manage Document Relationships

X

X

X

 

 

View Related Forms List**

X

X

X

X

 

Manage Form Relationship

X

X

X

 

 

View Related Projects List**

X

X

X

X

 

Manage Project Relationship

X

X

X

 

 

View History

X

X

X

 

 

View Security

X

X

 

 

 

Modify Security

X

X

 

 

 

View Document Training

X

X

X

 

 

Manage Training Template

X

X

 

 

 

Manage Users/Groups Training

X

X

 

 

 

Move Documents

X

X

X

 

 

Copy Documents

X

X

X

 

 

Delete Documents

X

X

X

 

 

*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.


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