Security and Rights Summary Table

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Security and Rights Summary Table

Location Based Access Rights

 

The following rights are applied to Cabinets, Folders and Files from the Docsvault Client side by members of the ‘Administrators’ group, users/groups with ‘Change Security’ rights and document ‘Owners’.

 

Security Rights

Features/Actions/Events

List

•List documents

•Create Document Links (shortcuts)

•Set new Document Relation

Preview

•Preview supported file formats inside Docsvault Preview Panel

Read

•Open files for read only purposes

•View Audit Trail

•View Version History

•Assign Document Tasks

•Add Document Notes

•Print

New File

•Import a file

•Scan a new file

New Version/Check Out

•Create a new version

•Move / Cut documents

•Rename files/folders

•Remove Relations

•Edit Document Descriptions

•Edit Version Notes

•Assign Document Status

•Assign Folder Sections

•Append pages to exiting PDFs

•Edit Document Profile / Index Fields

•Digital Sign Document

Undo Checkout

•Remove Checkout lock

Overwrite/Delete

•Delete files/folders

•Overwrite files

•Change Doc. Status

•Edit Document Notes

Change Security

•Change the security settings of a document

Change Owner**

•Change ownership of Items

New Folder

•Create a new folder

Export 

•Export documents outside Docsvault

•Sending documents as email attachments (min Read rights required to export)

Set Available Profile

•Change Available Profile under a folder
(applies to folders only)

Version Ownership
(automatically granted to users creating a new version)

•Delete versions created by self

•Edit version notes created by self

Document Ownership

•All above rights**  

•Add to Shared Space

•Delete Versions

•Edit all Version Notes

 

** Note: Change Owner is a special rights and even document owners cannot remove users/groups with this right from the security of any file or folder. This right can be used to assign ownership to a cabinet or major folder to say department managers or power user so that they will always have elevated access to all contents of a cabinet or folder.

 

System Features Rights

 

The following rights allow users to perform special functions in the system without needing the administrator rights. These rights are assigned from the “Edit User” dialog.  
 

System Rights

Features/Actions/Events

Create Cabinet

•Create a new cabinet

Create Folder Sections

•Create sections for any Cabinet / Folder

Create Profiles/Indexes

•Create and edit Document Profiles and Index Fields

Edit Audit Settings

•Set Audit Trail settings

Run Audit Queries

•Query the audit log

Edit Doc. Status/Icons

•Create and edit Document Status

•Add/Remove Icons to available folder icons set

Create Templates

•Create predefined Folder, File, Security, Audit, Available Profile and Email templates

Empty Recycle Bin

•Empty users own Recycle Bin

Create Public Links

•Create Public Share
(plus min ‘Export’ rights required to create public share links)

•Create Document Request links
[plus min of ‘New File’ rights on the folder is required to create & share document requests links]

Create Workflow

•Create/Edit Workflows

Create eForm

•Create/Edit eForms

Create Email Reminder Jobs

•Create/Edit email reminder jobs

 
Other Security Rights

Document Retention: see Document Retention Security
 
eForms: see eForms Security