BlueCielo ImandrA 2012 User's Guide | BlueCielo ECM Solutions

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Understanding security access levels

Whenever a new document or folder is created, it is assigned a default access level. By default, the person who creates the document in the vault is the owner of the document and has the Owner access level.

Note    It is possible to configure the system in such a way that Owner access-level privileges are automatically removed when an import is performed.

A document or folder’s access-level assignments follow it wherever it goes in a vault. When you move a document or folder to another folder, its access-level assignments will not change. This means that, even though you may have a sufficient access level to view the contents of a folder, you may not see some files or folders for which you do not have a sufficient access level. A system administrator can assign access levels to each document or folder within the vault, and these levels determine who can view, modify, and delete the files or folders.

ImandrA provides five cumulative access levels. That is, each access level includes, and adds privileges to, the previous access level. For example, the Author access level includes the privileges of the Viewer access level and the Owner access level includes the privileges of the Author access level.

The following table lists the privileges of each access level:

Access level privileges
Access Level Vault Privileges Folder Privileges Document Privileges Search Privileges

Admin

Same as Owner

Same as Owner

Change all properties

Same as Owner

Owner

Same as Author

Change properties

Change security

Move

Move to Recycle Bin

Change properties

Change security

Archive, reclaim

Index, de-index

Change properties

Change security

Change criteria

Move to Recycle Bin

Author

Add folders at the top level

Copy

File in folder

Add sub-folders

Unfile

Check out

Check in

Add annotations

Copy to new folder

Viewer

Cannot add folders at the top level

View folder

View properties

Open

View document

View properties

Print

Copy to local file

Copy to folder

Execute

View criteria

View properties

Copy

None

None

None

None

None

For example, the preceding table shows that you need at least the Author access level in order to create a folder and place a document in that folder (check in).

Related concepts

About ImandrA vaults

About ImandrA integration with Windows applications

Understanding ImandrA documents

Understanding revision history

About major revision numbers

About minor revision numbers


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