Note: These permissions can be assigned to either individuals and/or roles. The permissions granted at the document category level are applied to the specific document category only
Document Category Permissions:
- Can Edit All Settings In This Category: User can edit any document category settings.
- Can See All Documents (Read Only Access): User can see all documents in this category on the documents full table.
- Can Be Assigned as an Author: User can be chosen as an author when a new document is created.
- Can Edit Any Document in Category: User can edit documents in this category.
- Can Edit Training and Document Category Default Settings as Author: Users can edit training assignments and document settings when they are assigned as an author.
- Can Create New Documents: User can create new documents in this category.
- Can Cancel Active Workflows: user can cancel any active workflows for documents.
- Can Delete Draft Documents: User can delete any draft documents in the category.
- Can See Archive & Permanently Delete Eligible Items: User can access the document archive table and delete items (if applicable).
- Can Issue or Destroy Controlled Copies: User can issue and/or destroy controlled copies for this category.
- Can Delegate Signatures For Any Active Workflows: User can delegate active signatures.
- Receives Escalation Notices For Past Due Items: User receives email escalation notices for past due items.
- Can Access Audit Trail Data For Items In This Category: User can access the document audit trail.
- 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.
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