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. Users will be able to download PDF/original file if the document security allows.
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. Users will see all draft documents on the full table, can assign users to train on the document, initiate reviews on documents they are not the author of and edit PDF export options when downloading the document.
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.