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Settings Page

The Settings Page allows the user to customize and designate permissions for the Documents Module.

The Module Levels Tab shows the different module levels for the Documents Module and the default permissions that are granted to each module level. The eyeball icon under the “Actions” column opens a modal that allows the user to view the permissions granted to the users with that role.

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There are four base Module Levels with default permissions in the Documents Module that cannot be altered by the user. The permissions associated with each are explained in the table below.

Documents Module - Module Level Permissions

Module Level

Permissions

Admin

Manage users (view/edit/view, edit, delete), Manage groups (add, view, edit, edit group defaults, delete), Manage roles (permissions, add, assign, unassign, view, edit, and delete), Download and view documents, can view documents from all modules, own-moc, Upload (new documents, revisions), View (deleted/deleted, rejected/rejected, abandoned/abandoned, superseded/superseded, submitted/submitted, non-approved/approved, pending documents), view document status and detailed document history, Edit (documents, document status, document approvers, document acknowledgers, document notifications, document review date, document owners, document acknowledgment message), Delete documents and approved documents, Distribute documents, Add/Delete/Edit Comments

Guest

Download documents, view documents, own-moc

Publisher

Download documents and old versions, view documents, own-moc, Manage groups (view, edit, edit group deafults, delete), Upload (new revisions, new documents), View (deleted/rejected/abandoned/superseded/submitted/deleted, rejected, abandoned, superseded, submitted, non-approved/approved, pending documents), view document status and detailed document history, Edit (documents, document status, document approvers, document acknowledgers, document notifications, document review date, document owners, document acknowledgment message), Delete documents and approved documents, Distribute documents, Add/Delete/Edit Comments

Staff

Download documents, view documents, own-moc, Upload (new revisions, new documents), View (deleted/rejected/abandoned/superseded/submitted/deleted, rejected, abandoned, superseded, submitted, non-approved/approved, pending documents), View document status and detailed document history, Edit (documents, document approvers, document acknowledgers, document notifications, document review date, document owners, document acknowledgment message), Delete documents/documents, approved documents/documents, pending files, Add/Delete Comments

New Module Levels with customizable permissions can be created as needed by your organization.

How To: Create a New Module Level (Documents)

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