User Permissions and Roles

User Permissions and Roles



Department Dashboard and Members Permissions

Manager

Collaborator

Contributor

Consumer

Viewer

Invite users to Department

Y

N

N

N

N

Customize Department Dashboard

Y

N

N

N

N

Edit Department Details

Y

N

N

N

N

Customize Department details (select components)

Y

N

N

N

N

Leave Department

Y

Y

Y

Y

Y

Data Lists- Create Data List

Y

Y

Y

N

N

Configure Wiki dashlet

Y

Y

Y

N

N

View details - Site File type Breakdown

Y

Y

Y

Y

Y

View details - Site Contributor Breakdown

Y

Y

Y

Y

Y

Change User Role

Y

N

N

N

N

Remove User from Department

Y

N

N

N

N













Content Permissions

Manager

Collaborator

Contributor

Consumer

Viewer

View Folders/items details page

Y

Y

Y

Y

Y

Like/unlike

Y

Y

Y

Y

Y

Favorite

Y

Y

Y

Y

Y

Rename Folder/item created/added by self

Y

Y

Y

N

N

Rename Folder/item created/added by other user

Y

Y

N

N

N

Edit properties -created by self

Y

Y

Y

N

N

Edit properties -created by other user

Y

Y

N

N

N

Copy

Y

Y

Y

Y

N

Move content created by self

Y

N

N

N

N

Move content created by others

Y

N

N

N

N

Delete Content created by self

Y

N

N

N

N

Delete Content created by others

Y

N

N

N

N

Manage Permissions- Content created by self

Y

Y

Y

N

N

Manage Permissions- Content created by others

Y

N

N

N

N

Manage Aspects- Content created by self

Y

Y

Y

N

N

Manage Aspects- Content created by others

Y

Y

N

N

N

Change Type - Content created by self

Y

Y

Y

N

N

Change Type - Content created by others

Y

Y

N

N

N

Add comment

Y

Y

Y

N

N

Edit Comment - Created by self

Y

N

N

N

N

Edit Comment - Created by others

Y

N

N

N

N

Delete Comment - Created by self

Y

N

N

N

N

Delete Comment - Created by others

Y

N

N

N

N













Folders Permissions

Manager

Collaborator

Contributor

Consumer

Viewer

Create Folders

Y

Y

Y

N

N

Manage Rules- Folders Created by Self

Y

Y

Y

N

N

Manage Rules- Folders Created by Others

Y

N

N

N

N

Download Folders

Y

Y

Y

Y

N 













Files Permissions

Manager

Collaborator

Contributor

Consumer

Viewer

Create/Upload Content

Y

Y

Y

N

N

Download Content

Y

Y

Y

Y

N 

View in browser

Y

Y

Y

Y

N 

Upload new version- Created by self

Y

Y

Y

N

N

Upload new version- Created by others

Y

Y

N

N

N

Edit Online- Created by self

Y

Y

Y

N

N

Edit Online- Created by others

Y

Y

N

N

N

Edit Offline- Created by self

Y

Y

Y

N

N

Edit Offline- Created by others

Y

Y

N

N

N

Cancel Editing - Locked by Self

Y

Y

Y

N

N

Cancel Editing - Locked by other

Y

N

N

N

N

View Original version

Y

Y

Y

Y

Y

View working copy

Y

Y

Y

Y

Y

Start Workflow

Y

Y

Y

Y

Y

Search File

Y

Y

Y

Y

Y

Download Previous Version

Y

Y

Y

Y

Y

Revert to Previous Version - Created by Self

Y

Y

Y

N

N

Revert to Previous Version - Created by others

Y

Y

N

N

N













PDF Toolkit Permissions

Manager

Collaborator

Contributor

Consumer

Viewer

Append PDF- Created by self

Y

Y

Y

N

N

Append PDF- Created by others

Y

Y

N

N

N

Delete Pages from PDF - Created by self

Y

Y

Y

N

N

Delete Pages from PDF - Created by others

Y

Y

N

N

N

Insert PDF- Created by self

Y

Y

Y

N

N

Insert PDF- Created by others

Y

Y

N

N

N

Split PDF - Created by self

Y

Y

Y

N

N

Split PDF - Created by others

Y

Y

N

N

N

Rotate PDF- Created by self

Y

Y

Y

N

N

Rotate PDF- Created by others

Y

Y

N

N

N

Encrypt PDF- Created by self

Y

Y

Y

N

N

Encrypt PDF- Created by others

Y

Y

N

N

N

Decrypt PDF - Created by self

Y

Y

Y

N

N

Decrypt PDF - Created by others

Y

Y

N

N

N

Extract Paged from PDF - Created by self

Y

Y

Y

N

N

Extract Paged from PDF - Created by others

Y

Y

N

N

N













Outlook Plugin

Manager

Collaborator

Contributor

Consumer

Viewer

Create Folder

Y

Y

Y

N

N

Upload Email

Y

Y

Y

N

N

Upload Email with attachment

Y

Y

Y

N

N













Calendar

Manager

Collaborator

Contributor

Consumer

Viewer

View Event

Y

Y

Y

Y

Y

Create New Event

Y

Y

Y

N

N

Edit Event- Created by self

Y

Y

Y

N

N

Edit Event- Created by others

Y

Y

N

N

N

Delete Event- Created by Self

Y

N

N

N

N

Delete Event- Created by others

Y

N

N

N

N





    • Related Articles

    • EisenVault User Mannual

      EisenVault User Mannual to understand all the features. 

    • What are the extra procedures needed when an employee resigns?

      You need to disable the user account. To do so, you need to follow the following steps: 1.    Admin will log-in and go to the option of “Users”. 2.    Once you click on Users, search for the user who resigned.  After getting the resigned users ...

    • Who has the access to upload a new version? Manager, Collaborator?

      Files Permissions Manager Collaborator Contributor Consumer Viewer Upload new version- Created by self Y Y Y N N Upload new version- Created by others Y Y N N N

    • Is there a way to control who can remove people from departments?

      Only Manager of a department and Administrator of the DMS can remove people from departments. So all the users whom you will make manager of the department can remove any user from department. However, every user can remove own self from the ...

    • EisenVault Support Policy

      EisenVault DMS Subscription provides software support and updates to help you keep pace with ever-growing demand of simplifying your business documents. EisenVault Support assures you of: Unlimited Support Instances. Regular Updates (New features, ...