Thereforeâ„¢ Help

The following permission sets are kept for backwards compatibility with the deprecated access mask security concept. This security concept has been replaced by Role-based access control. More information on permissions in RBAC can be found here:

Reference: Permissions in RBAC

Permission

Explanation

Permission Set: Read

Access folder/category/case

When allowed, the folder, category or case can be opened.

Execute search

When allowed, a search can be executed.  Note: You must refresh the Thereforeâ„¢ Navigator's tree view (view menu), or exit and restart the Navigator application for this change to take effect.  

View in hit-list

When allowed, the user can view the results of a search in the hit-list.  If the Open/View permission is denied then users can view index data in the hit-list, but not open the document or case itself.

Open/View

When allowed, documents/cases can be opened for viewing.

Print

When allowed, documents/cases can be printed.

Export/Send

When allowed, documents/cases can be e-mailed or exported to disk.

View history

When allowed, the document or case history can be viewed.

View annotations (to be discontinued)

When allowed, annotations applied to the document can be viewed. (TIFF files only).

Hide annotations (to be discontinued)

When allowed, annotations can be hidden. (TIFF files only).

Read permissions

When allowed, a user can view the permissions defined for an object.

Permission Set: Write

Add annotations

When allowed, annotations can be added.

Delete annotations

When allowed, annotations can be deleted.

Add documents

When allowed, a user can save documents to Thereforeâ„¢.

Add cases

When allowed, a user can create new cases.

Create tasks

When allowed, the user can create a new task for a document or case.

Edit index data/case header

When allowed, the index data or case header can be changed.

Edit document

When allowed, the document can be edited.

Add files to document

When allowed, files can be added to a document.

Manage linked objects

When allowed, the user can create and delete manual links between objects.

Close case

When allowed, the user can close a case to prevent users from making any more changes to the case.

Permission Set: Delete

Delete files in document

When allowed, the user  can delete files in a document.

Delete document

When allowed, the user can delete a document (this will be placed in the re-cycle bin and can be restored).

Delete case

When allowed, the user can delete a case.

Permission Set: Admin

Reopen case

When allowed, the user can re-open closed cases.

Retention Policy

When allowed, users can enable or disable the retention policy for a document.

Manage searches

When allowed, global searches can be added or deleted.

Administrator

When allowed, folders, categories and cases can be administered.

Operator

When allowed, the user can perform operator tasks (e.g. retention processing and force undo check out).

Set permissions

When allowed, the security settings in this list can be modified.