Thereforeâ„¢ Help

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 Thereforeâ„¢ notifications

Thereforeâ„¢ 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 Thereforeâ„¢ tenant

•Retry faulty content connector documents

Thereforeâ„¢ client applications (Thereforeâ„¢ Solution Designer, Thereforeâ„¢ Navigator, Thereforeâ„¢ 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. Local 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