Privileges

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You are here: Globodox Security >Privileges

Privileges control the ability of a user to perform a specific action. Privileges are granted to Roles and users are assigned to one or more Roles. Privileges cannot directly be granted to a user. A user will only be allowed to perform an action if any of the roles to which the user has been assigned has been granted the privilege to perform that action.

For more information about privileges, see Security Basics

Globodox divides privileges in two different lists called the Core Privileges and the Other Privileges.

Core Privileges: The Core Privilege lists all the entities to which you can apply privileges. The following entities are...

Document: You can control what a user can or cannot do with a document in Globodox.

Add

Add documents to Globodox

View

View documents in Globodox

Modify

Modify Documents in Globodox

Delete

Delete documents

Link

Link documents

Set Security Label

Set Security Label for a document

Assign

Assign documents to another user

Share

Share documents with other users

Restrict

Restrict user from viewing documents

Distribute

Restrict/Allow users from distributing document. For e.g. mailing a document, printing a document, faxing a document, select and copy text from a document etc.

Edit Metadata

Edit data field value of a document

Tag Document

Add Tags to documents

Annotate

Add annotations to a document

Set folder

Assign the document to a folder

Set Document Type

Set document Type for a document

Unlink

Break the link between documents

Initiate workflow

Route the document in a workflow

Edit Metadata

Edit data field value of a document

Tag Document

Add Tags to documents

Annotate

Add annotations to a document

Set folder

Assign the document to a folder

Set Document Type

Set document Type for a document

Unlink

Break the link between documents

Route

Route the document in a workflow

Mark as Archived

Mark a document as Archived

Mark as Vital

Mark a document as Vital

Unmark as Vital

Unmark a document which is marked as Vital

Mark as Record

Mark a document as Record

Unmark as Record

Unmark a document which is marked as Record

 

Folder: You can control what a user can or cannot do with a folder in Globodox.

Add

Add folders in Globodox

View

View folders in Globodox

Modify

Modify folders in Globodox

Delete

Delete folders from Globodox

Link

Adding documents to a folder

Set Security Label

Set Security Label for a folder

Assign

Assign a folder to another user

Share

Share folder with other users

Restrict

Restrict other users from viewing the folder

Unlink

Remove a document the folder

 

Annotation: You can control what a user can or cannot do with annotations in Globodox.

Add

Add annotations to documents

View

View Annotations

Modify

Modify Annotations

Delete

Delete Annotations

Set Security Label

Set Security Label on Annotations

Assign

Assign annotation to another user

Share

Share annotations with other users

Restrict

Restrict users to view annotation

 

Saved Query: You can control what a user can or cannot do with Saved Queries in Globodox.

Add

Save a query

View

View Saved query

Modify

Modify a Saved query

Delete

Delete a Saved query

SetLabel

Set Security Label on a Saved Query

Assign

Assign a saved query to another user

Share

Share a saved query with other user

Restrict

Restrict users from viewing a Saved Query

 

Stamp: You can control what a user can or cannot do with stamps in Globodox.

Add

Create a Stamp

View

View Stamps

Modify

Modify Stamps

Delete

Delete a Stamp

Set Security Label

Set Security Label for a Stamp

Assign

Assign Stamp to another user

Share

Share Stamp with other users

Restrict

Restrict users from viewing Stamps

 

AtributeMetadata: You can control what a user can or cannot do with data fields in Globodox.

Set Security Label

Set Security Label for a Data Field

Assign

 

Share

Share data field with other users

Restrict

Restrict users from viewing data fields

 

Database: You can control what a user can or cannot do with DBs, being displayed in DB List.

View

View DB List

Modify

Modify the DB List

Delete

Delete DB from the DB List

Set Security Label

Set Security Label to a DB in the DB List

Assign

Assign a DB to another user

Share

Share DB with other users

Restrict

Restrict users from viewing the DB

Add

Create a new Globodox DB

 

Draft: You can control what a user can or cannot do with a draft document in Globodox.

Add

Add draft documents to Globodox

View

View draft documents in Globodox

Modify

Modify draft documents in Globodox

Delete

Delete draft documents

Link

Link draft documents

Set Security Label

Set Security Label for a draft document

Assign

Assign draft documents to another user

Share

Share draft documents with other users

Restrict

Restrict user from viewing draft documents

Distribute

Restrict/Allow users from distributing draft document. For e.g. mailing a draft document, printing a draft document, faxing a draft document, select and copy text from a document etc.

Edit Metadata

Edit data field value of a draft document

Tag Document

Add Tags to draft documents

Annotate

Add annotations to a draft document

Set folder

Assign the draft document to a folder

Set Document Type

Set document Type for a draft document

Unlink

Break the link between draft documents

Initiate workflow

Route the draft document in a workflow

 

Stack Types: You can control what a user can or cannot do with Stack Types in Globodox. All the Stack Types that have been created will be listed down. You will have to select each Stack Type and provide them with appropriate privileges.

Add

Add Stacks to the Stack Type

View

View Stacks

Modify

Modify a Stack

Delete

Delete a Stack form the Stack Type

Link

Link Stacks with documents or other stacks

Assign

Assign Stack to another user

Share

Share Stacks with other users

Restrict

Restrict users from viewing stacks

Set Security Label

Set a security label on the stack

Unlink

Unlink stack from documents or other stacks

Initiate Workflow

Route the stack in a workflow

Mark as Archived

Mark a stack as Archived

Mark as Vital

Mark a Stack as Vital

Unmark as Vital

Unmark a stack which is marked as Vital

Mark as Record

Mark a Stack as Record

Unmark as Record

Unmark a Stack which is marked as Record

 

Other Privileges: The Other Privileges list contains privileges that are of System Level. Using this level you can control users access to Print, E-mail, Open DB etc.

You can only Allow or Deny privileges to the tasks that are listed here. Check a task from the list to Allow the user to perform it. Uncheck a task from the list to Deny the user to perform the task.

Print

Print documents

Email

Email documents

Fax

Fax documents

Export Data

Export data from Globodox

Change Database Settings

Modify DB settings

Save Database as Template

Upcoming Feature

Backup Database

Backup a Globodox DB

Compact Database

Compact a DB

Manage File Stores

Manage File store, i.e. Create, Modify, delete file store

Restore Databases

Restore a backed-up DB

View Document Versions

View Document Versions

Delete Document Versions

Delete Document Versions

View Event Log

View Event Log

Delete Event Log

Remove logged events

Create Databases

Create a new DB

Open Databases

Open a DB

Manage Database Schema

Manage DB List, Modify or Delete DB

Manage Database Registration

Add DB to the DB List

Manage Security Principal

Manage Security in Globodox, i.e. Create/Modify/Delete Users, Roles, Groups, Security Label etc.

Add Tags

Add Tags to a Document

Modify Tags

Modify a Tag

Merge Tags

Merge one tag with another

Delete Tags

Delete a tag

Delete Notes

Delete document notes

Add Security Labels

Create a Security Label

Modify Security Labels

Modify a Security Label

Delete Security Labels

Delete a Security Label

Cancel Checkout

Cancel Checkout

Override Lock

Upcoming Feature

Put document on hold

Upcoming Feature

Release document on hold

Upcoming Feature

Bulk Update

Batch update information for multiple documents or stacks

Bulk Delete

Delete multiple entity

Import Data

Import data to Globodox

Selective Encryption

Selectively encrypt or decrypt documents (as opposed to letting Globodox handle encryption for all documents.

Manage Audit Events

Select/unselect which events must be audited and recorded in the Event Log.

Manage Owned Workflows

View owned workflows in the workflow designer

Manage All Workflows

View all workflows in the workflow designer

Create Workflows

Design new workflows

Modify Owned Workflows

Modify any workflows owned by you

Modify All Workflows

Modify all workflows

Delete Owned Workflows

Delete any workflows owned by you

Delete All Workflows

Delete all workflows

Change Encryption Settings

Change settings used for document encryption

Change Policy Settings

Change the Security and Password policies

Monitor All Workflows

View the status of all workflows in the workflow monitor (you can even pause, restart or cancel a workflow)

Monitor Owned Workflows

View the status of all workflows you own, in the workflow monitor (you can even pause, restart or cancel a workflow)

Replace Document Version

Replace document from disk or by scanning

Distribute Document without Annotation

Print document without annotation

Distribute Document without Watermark

Print document without watermark

Distribute Document without Redact

Print document without Redact

 

Share: Using the share window you can select the users with whom you want to share the entity and also control what actions they can perform on the entity.

The following privileges are available from the Share window.

View

View documents

Modify

Modify documents

Delete

Delete documents

Link

Link documents

Unlink

Unlink documents

Assign

Assign document to another user

Share

Share documents with other users

Restrict

Restrict users from viewing the documents

Set Security Label

Set Security Label

Annotate

Annotate a document

Distribute

Restrict/Allow users from distributing an entity. For e.g. mailing a document, printing a document, faxing a document,select and copy text from a document etc.

Edit Metadata

Edit the Data Field value of a document

Set Document Type

Set Document Type for a documents

Set Folder

Set a Folder for a document

Tag

Apply Tag to documents

Route/Initiate Workflow

Route this document in a workflow

Mark as Archived

Mark a document as Archived

Mark as Record

Mark a document as Record

Mark as Vital

Mark a document as Vital

Unmark as Record

Unmark a document marked as Record

Unmark as Vital

Unmark a document marked as Vital

 

 

Restrict: Using the restrict window you can select the users with whom you want to restrict the entity and also control what actions they can perform on the entity.

The following privileges are available from the Restrict window.

View

View documents

Modify

Modify documents

Delete

Delete documents

Link

Link documents

Unlink

Unlink documents

Assign

Assign document to another user

Share

Share documents with other users

Restrict

Restrict users from viewing the documents

Set Security Label

Set Security Label

Annotate

Annotate a document

Distribute

Restrict/Allow users from distributing an entity. For e.g. mailing a document, printing a document, faxing a document,select and copy text from a document etc.

Edit Metadata

Edit the Data Field value of a document

Set Document Type

Set Document Type for a documents

Set Folder

Set a Folder for a document

Tag

Apply Tag to documents

Route/Initiate Workflow

Route this document in a workflow

Mark as Archived

Mark a document as Archived

Mark as Record

Mark a document as Record

Mark as Vital

Mark a document as Vital

Unmark as Record

Unmark a document marked as Record

Unmark as Vital

Unmark a document marked as Vital

 

 


Page URL: http://www.itaz.com/globodox/help/index.htm?privileges.htm