Predefined roles

Therefore™ includes the following predefined roles that users and groups can be assigned on objects. These roles can be customized, and new roles can be defined by administrators.

Note: Comparing Roles

Compare the permissions included in two or more roles by navigating to Access > Roles, selecting 'Roles', and selecting roles on the right with left-click for the first role and SHIFT left-click for the second and any additional role. Right-click on the selected roles and click 'Compare roles'.

An image demonstrating how to compare the permissions included in two roles

A table showing a comparison of the permissions included in both roles will be displayed.

A screenshot showing the table comparing configured roles

Permissions included in the Administrator role

Permission	Explanation
General
Administrator	Change the configuration of objects
Operator	Carry out operator tasks. Specifically, this includes the ability to carry out the following tasks: System notifications Operators always receive alerts when the storage limits are exceeded Operators always receive Therefore™ notifications Therefore™ Console Connect (hookup) to the server Use retention – only categories in which the user is an operator are included in the retention dialog Reset faulty documents and delete documents permanently Restart the Therefore™ tenant Retry faulty content connector documents Therefore™ client applications (Therefore™ Solution Designer, Therefore™ Navigator, Therefore™ Viewer): Undo the check-out of document edited by different user View workflow process statistics View errors of all workflows Clear workflow errors Re-route workflows Re-index full-text searches Manage the out-of-office assistant. Operators can configure the out-of-office assistant for other users Delete documents from the recycle bin Restore documents deleted by another user from the recycle bin Edit documents with an invalid signature
Access	View objects and their configuration
View permissions	View security and role assignments
Set permissions	Set security and role assignments
Execute searches	Run searches for documents and cases
Manage searches	Create and modify global searches. Personal searches can be modified without this permission.
Manage keyword dictionaries	Create keywords and change existing keywords in keyword dictionaries
Manage dashboards	Share dashboards with other users, and change or edit shared dashboards
Documents and Cases
View in hit-list	View documents and cases in the hit-list when a search is executed. This includes the permission to view index data field values.
Open/View	Open and view documents and cases
Print	Print documents
Export/Send	Export and send documents by e-mail
Sharing documents	Share documents with other people via a link
View history	View the history of cases and documents, and view old versions of cases and documents
Add documents	Save new documents. This permission includes setting index data field values for the new document and adding new rows in table fields.
Edit index data for documents	Change the index data field values for existing documents. Deletion or updating of existing rows in table fields is included. This permission does not include creating new rows in table fields.
Edit documents	Edit documents in external applications such as Microsoft Office or Adobe Reader
Add files	Add files to existing documents
Manage linked objects	Manage linked objects of documents and cases
Add annotations	Add annotations to PDF and TIFF files
Delete annotations	Delete annotations from PDF and TIFF files
Delete files	Remove files from documents
Delete documents	Delete documents and move them to the recycle bin
Add cases	Create new cases and set case header field values while the case is first created
Update case index data	Change the index data information of cases and update case header values
Close cases	Close cases
Reopen cases	Reopen closed cases
Delete cases	Delete cases
Retention policy	Exclude specific documents from being processed by a retention policy (Right-click on the document > Disable Retention Policy)
Create tasks	Create new ad-hoc tasks on documents and cases, and assign them to other users
Workflow
Participate	Participate in workflow processes
Start workflow	Start workflow processes on documents and cases
Add documents to instances	Add documents to existing workflow instances
View instance history	View the history of workflow instances
Delegate instances	Delegate workflow instances to other users
View all instances	View all instances of workflow processes
Delete instances	Delete workflow instances
Comments
View comments	View comments on a document, case, or workflow instance
Add comments	Add new comments. This permission does not include permission to view comments
Edit own comments	Edit your own comments
Edit others' comments	Edit the comments of other users

Permissions included in the Contributor role

Permission	Explanation
General
Access	View objects and their configuration
View permissions	View security and role assignments
Execute searches	Run searches for documents and cases
Manage keyword dictionaries	Create keywords and change existing keywords in keyword dictionaries
Documents and Cases
View in hit-list	View documents and cases in the hit-list when a search is executed. This includes the permission to view index data field values.
Open/View	Open and view documents and cases
Print	Print documents
Export/Send	Export and send documents by e-mail
Sharing documents	Share documents with other people via a link
View history	View the history of cases and documents, and view old versions of cases and documents
Add documents	Save new documents. This permission includes setting index data field values for the new document and adding new rows in table fields.
Edit index data for documents	Change the index data field values for existing documents. Deletion or updating of existing rows in table fields is included. This permission does not include creating new rows in table fields.
Edit documents	Edit documents in external applications such as Microsoft Office or Adobe Reader
Add files	Add files to existing documents
Manage linked objects	Manage linked objects of documents and cases
Add annotations	Add annotations to PDF and TIFF files
Delete annotations	Delete annotations from PDF and TIFF files
Delete files	Remove files from documents
Delete documents	Delete documents and move them to the recycle bin
Add cases	Create new cases and set case header field values while the case is first created
Update case index data	Change the index data information of cases and update case header values
Close cases	Close cases
Delete cases	Delete cases
Retention policy	Exclude specific documents from being processed by a retention policy (Right-click on the document > Disable Retention Policy)
Create tasks	Create new ad-hoc tasks on documents and cases, and assign them to other users
Workflow
Participate	Participate in workflow processes
Start workflow	Start workflow processes on documents and cases
Add documents to instances	Add documents to existing workflow instances
View instance history	View the history of workflow instances
Delegate instances	Delegate workflow instances to other users
Delete instances	Delete workflow instances
Comments
View comments	View comments on a document, case, or workflow instance
Add comments	Add new comments. This permission does not include permission to view comments
Edit own comments	Edit your own comments
Edit others' comments	Edit the comments of other users

Permissions included in the Power User role

Permission	Explanation
General
Operator	Carry out operator tasks. Specifically, this includes the ability to carry out the following tasks: System notifications Operators always receive alerts when the storage limits are exceeded Operators always receive Therefore™ notifications Therefore™ Console Connect (hookup) to the server Use retention – only categories in which the user is an operator are included in the retention dialog Reset faulty documents and delete documents permanently Restart the Therefore™ tenant Retry faulty content connector documents Therefore™ client applications (Therefore™ Solution Designer, Therefore™ Navigator, Therefore™ Viewer): Undo the check-out of document edited by different user View workflow process statistics View errors of all workflows Clear workflow errors Re-route workflows Re-index full-text searches Manage the out-of-office assistant. Operators can configure the out-of-office assistant for other users Delete documents from the recycle bin Restore documents deleted by another user from the recycle bin Edit documents with an invalid signature
Access	View objects and their configuration
View permissions	View security and role assignments
Execute searches	Run searches for documents and cases
Manage searches	Create and modify global searches. Personal searches can be modified without this permission.
Manage keyword dictionaries	Create keywords and change existing keywords in keyword dictionaries
Manage dashboards	Share dashboards with other users, and change or edit shared dashboards
Documents and Cases
View in hit-list	View documents and cases in the hit-list when a search is executed. This includes the permission to view index data field values.
Open/View	Open and view documents and cases
Print	Print documents
Export/Send	Export and send documents by e-mail
View history	View the history of cases and documents, and view old versions of cases and documents
Add documents	Save new documents. This permission includes setting index data field values for the new document and adding new rows in table fields.
Edit index data for documents	Change the index data field values for existing documents. Deletion or updating of existing rows in table fields is included. This permission does not include creating new rows in table fields.
Edit documents	Edit documents in external applications such as Microsoft Office or Adobe Reader
Add files	Add files to existing documents
Manage linked objects	Manage linked objects of documents and cases
Add annotations	Add annotations to PDF and TIFF files
Delete annotations	Delete annotations from PDF and TIFF files
Delete files	Remove files from documents
Delete documents	Delete documents and move them to the recycle bin
Add cases	Create new cases and set case header field values while the case is first created
Update case index data	Change the index data information of cases and update case header values
Close cases	Close cases
Reopen cases	Reopen closed cases
Delete cases	Delete cases
Retention policy	Exclude specific documents from being processed by a retention policy (Right-click on the document > Disable Retention Policy)
Create tasks	Create new ad-hoc tasks on documents and cases, and assign them to other users
Workflow
Participate	Participate in workflow processes
Start workflow	Start workflow processes on documents and cases
Add documents to instances	Add documents to existing workflow instances
View instance history	View the history of workflow instances
Delegate instances	Delegate workflow instances to other users
View all instances	View all instances of workflow processes
Delete instances	Delete workflow instances
Comments
View comments	View comments on a document, case, or workflow instance
Add comments	Add new comments. This permission does not include permission to view comments
Edit own comments	Edit your own comments
Edit others' comments	Edit the comments of other users

Permissions included in the Reader role

Permission	Explanation
General
Access	View objects and their configuration
View permissions	View security and role assignments
Execute searches	Run searches for documents and cases
Documents and Cases
View in hit-list	View documents and cases in the hit-list when a search is executed. This includes the permission to view index data field values.
Open/View	Open and view documents and cases
Print	Print documents
Export/Send	Export and send documents by e-mail
View history	View the history of cases and documents, and view old versions of cases and documents
Comments
View comments	View comments on a document, case, or workflow instance

Permissions included in the Writer role

Permission	Explanation
General
Access	View objects and their configuration
View permissions	View security and role assignments
Execute searches	Run searches for documents and cases
Documents and Cases
View in hit-list	View documents and cases in the hit-list when a search is executed. This includes the permission to view index data field values.
Open/View	Open and view documents and cases
Print	Print documents
Export/Send	Export and send documents by e-mail
View history	View the history of cases and documents, and view old versions of cases and documents
Add documents	Save new documents. This permission includes setting index data field values for the new document and adding new rows in table fields.
Edit index data for documents	Change the index data field values for existing documents. Deletion or updating of existing rows in table fields is included. This permission does not include creating new rows in table fields.
Edit documents	Edit documents in external applications such as Microsoft Office or Adobe Reader
Add files	Add files to existing documents
Manage linked objects	Manage linked objects of documents and cases
Add annotations	Add annotations to PDF and TIFF files
Delete annotations	Delete annotations from PDF and TIFF files
Delete files	Remove files from documents
Add cases	Create new cases and set case header field values while the case is first created
Update case index data	Change the index data information of cases and update case header values
Close cases	Close cases
Retention policy	Exclude specific documents from being processed by a retention policy (Right-click on the document > Disable Retention Policy)
Create tasks	Create new ad-hoc tasks on documents and cases, and assign them to other users
Workflow
Participate	Participate in workflow processes
Start workflow	Start workflow processes on documents and cases
Add documents to instances	Add documents to existing workflow instances
View instance history	View the history of workflow instances
Delegate instances	Delegate workflow instances to other users
Comments
View comments	View comments on a document, case, or workflow instance
Add comments	Add new comments. This permission does not include permission to view comments
Edit own comments	Edit your own comments