Server Manual > Users and Groups > 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 •Print Document •Email and export individual documents
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 •Add Document Notes •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