Documentation scope roles

The abilities of the roles that are available in the Documentation scope are summarized below:

The individual actions permitted by each role are indicated in the following table. Scroll the table to see additional actions. Actions not listed are not permitted.

Note    Actions listed do not necessarily correspond to individual on-premises vault privileges, they may included multiple privileges or no privileges.

Documentation scope roles

Action

Documentation
Viewer
Documentation
Editor
Documentation
Manager
Tenancy
Connect to server n n n
View dashboard n n n
Vault
Save search results n n n
Build report n n n
Document
Download document n n n
Show revisions n n n
View workflow n n n
View document information n n n
View document history n n n
View comments n n n
View audit trail n n n
Update thumbnail n n n
Lock document   n n
Unlock document   n n
Issue new file name   n n
Change revision   n n
Copy document   n n
Upload document   n n
Synchronize properties to file   n n
Synchronize properties from file   n n
Batch update document information   n n
Create comment   n n
Attach rendition   n n
Update rendition   n n
Unlock rendition   n n
Create manual reference   n n
Delete manual reference   n n
Create a folder   n n
Create document   n n
Import document   n n
Edit properties   n n
Submit document for review   n n
Initiate change on document   n n
Review document   n n
Continue change after rejection   n n
View rendition job status   n n
Restart or cancel rendition job   n n
Delete a folder     n
Delete document     n
Close comments     n
Revoke change     n
Delete document     n
Archive document     n