Permission Mapping for The All-New Documents Module

This article will detail how permissions work in the All New Documents Module - with insight into how permissions from the earlier version of the Documents module are supported in the new version.

Document Category Permissions

In the previous version of the Documents Module, there were three permissions that could be assigned to both roles and users. How to Manage Document Visibility & Accessibility For Users

The All New Documents Module introduces a series of more granular permissions that can be applied at the Category level. For a complete list, see Document Category Permissions Overview.

The table below indicates how these permissions will be set upon release of the All New Documents Module.

Category Permission	Type	New Category Permission(s)
Category Editor	Category Settings	Can Edit All Settings in this Category
	Document Settings	Can Create New Documents
		Can See All Documents (Read Only Access)
		Can Edit Any Document in this Category
		Can Edit Document Details, Category Defaults, Custom Fields, and Links
		Can Delete Draft Documents
	Workflow Settings	Can Cancel Active Workflows
		Can Delegate Signatures For Any Active Workflows
		Receives Escalation Notices For Past Due Items
	Other Access	Can View All Item In This Category On The My Company Dashboard
	Other Access	Can Access Audit Trail Data
Can Add Files	Document Settings	Can Create New Documents
Controlled Copy	Document Settings	Can Issue or Destroy Controlled Copies
None (Restricted)	Document Settings	Can See All Documents (Read Only Access)

Role/Group Permissions

In addition to the four category-specific permissions listed above, users could be granted access to documents via Role/Group permissions.

Note that these permissions were global permissions in the previous version of the Documents Module. This means that users granted access to these permissions via one or more roles/groups would have access across ALL document categories.

In the All New Documents Module, these global permissions have been removed in favor of the category-specific granularity. In order to ensure that access does not change, these settings will apply to all Document Categories in the account.

Section	Role/Group Permission	Change	New Document Category Permission Assigned	New Account Role/Permission Assigned
Administrative Section	Super Admin: Has full Edit/Admin access to any Document, Course, Event, Test or Audit	Renamed to “Super Admin: Has full Edit/Admin access to any Course, Event, Test or Audit. *It will no longer control Document access	Can View All Items In This Category On The My Company Dashboard (for ALL Document Categories) *Note this only applies to permissions assigned to roles other than the “Administration: Account Super User” role.	n/a
Documents/Training	Can Add New Controlled Files	Deprecated	Can Create New Documents *Added for ALL Document Categories	n/a
	Can Create/Manage Document Categories	Deprecated	n/a	Configuration: Documents
	Can see Document Archive & Permanently Delete Eligible Items	Deprecated	Can See Archive and Permanently Delete Eligible Items *Added for ALL Document Categories	n/a
	Can Certify Destruction of a Controlled Copy	Deprecated	Can Issue or Destroy Controlled Copies *Added for ALL Document Categories	n/a

If you would like to remove this broad access in favor of the new more granular permissions, this can be done by:

Navigating to the Settings section of the application
Clicking on Configuration - Document Categories
Choosing a Document Category to Edit
Click on the Roles/Permissions Tab
Remove any Roles/Users you wish to unassign.

Document Category Permissions

Role/Group Permissions

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