Permissions in Role-Based Access Control

The following permissions can be assigned to a role in role-based access control.

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 or change a document. The following permissions need 'Edit documents' as a prerequisite to work, otherwise saving changes will fail:

  • Add files

  • Add annotations

  • Delete annotations

  • Delete files
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