Document Category Permissions Overview

Document Category Permissions

1. Can Edit All Settings In This Category: User can edit any document category settings.
2. Can See All Documents (Read Only Access): User can see all documents in this category on the documents full table.
3. Will Restrict Authors to These Listed: Users who can be chosen as an author when a new document is created.
4. Can Edit Any Document in Category: User can edit documents in this category.
5. Can Edit Document Details, Category Defaults, Custom Fields, and Links: Users can edit these sections of the document metadata while the document is Approved/Effective. Authors and Document Editors will be able to populate and update these fields when the document is in DRAFT.
6. Can Create New Documents: User can create new documents in this category.
7. Can Cancel Active Workflows: user can cancel any active workflows for documents.
8. Can Delete Draft Documents: User can delete any draft documents in the category.
9. Can See Archive & Permanently Delete Eligible Items: User can access the document archive table and delete items (if applicable). 
10. Controlled Copy: Issue: User can issue controlled copies for this category. 
11. Controlled Copy: Destroy: User can destroy controlled copies for this category.
12. Can Delegate Signatures For Any Active Workflows: User can delegate active signatures. 
13. Receives Escalation Notices For Past Due Items: User receives email escalation notices for past due items. 
14. Can Access Audit Trail Data For Items In This Category: User can access the document audit trail.
15. Can View All Items In This Category On The My Company Dashboard: User can see all documents that are coming due for periodic review / going through active workflows on the documents "My Company Dashboard" regardless of the documents' current states.