Task Permissions

Last modified 07:52, 24 Apr 2017

Overview

Task Permissions determine which areas of the system users can access. They need to be set by a system administrator via Maintenance > Security > Task Permissions.

Setting Task Permissions

Task Permissions are applied for individual products using group security. To set the permissions for Document Management you need to select this in the Product pull down field. Then select the Group that you want to edit the permissions for in the Group pull down field.

The permissions for Document Management are grouped as follows.

Assignment

 

Client

 

Contact

 

Document Centre

#Document Centre #Advanced Task/Publish  
#Document Centre #Amend Archive Date  
#Document Centre #Amend Contact  
#Document Centre #Amend Destruction Date  
#Document Centre #Amend Email and Letter  
#Document Centre #Amend Extra Fields  
#Document Centre #Archive Documents  
#Document Centre #Audit Trail  
#Document Centre #Bulk Update  
#Document Centre #Change View  
#Document Centre #Check In  
#Document Centre #Check Out or Edit  
#Document Centre #Clear Search  
#Document Centre #Complete Task  
#Document Centre #Create Task  
#Document Centre #Delete Task  
#Document Centre #Destroy Documents  
#Document Centre #Email  
#Document Centre #Get Links allows users to use the Document Management shortcut options
#Document Centre #Get Local Copy  
#Document Centre #Key Words  
#Document Centre #Linking  
#Document Centre #Lock  
#Document Centre #Print  
#Document Centre #Properties Panel #Edit  
#Document Centre #Restore Document  
#Document Centre #Save Copy As  
#Document Centre #Saved Search Apply  
#Document Centre #Saved Search Edit  
#Document Centre #Saved Search Save  
#Document Centre #Undo Check Out  
#Document Centre #UnLock  
#Document Centre #Version Control  
#Document Centre #Version History/Revert  

 

Document Creation

 

Employee

 

#Employee @Document Centre allows access to the employee Document Centre tab (for self and anyone in the reports to chain below
#Employee @Document Centre Full Access allows access to the employee Document Centre tab (for all employees that Central security allows access to)

 

Maintenance

 

Portal

 

Smart Reports

 

Supplier

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