Document Permissions: The Transitional Mapping

To see these mappings in a table format, please visit this article.

Category Permissions (Current State)

When a user is granted access to a specific document category, all documents that are assigned to that category (minus the draft documents) are visible to this user on the documents full table. 

Access is granted by clicking the hyperlinked number shown below and adding them to the access list from the dropdown:

Once access is given to the category, there are three additional permissions that the user can be granted. They are category editor, the ability to add files, and the ability to issue controlled copies. If you are added to this table in any fashion, whether its with "No" or "Yes" for the additional permissions you will have visibility to the documents in that category in your full table:

Permissions Transition

Category Permissions (New Module)

If the user is currently granted access to a document category in the "Manage Category Users" table, below in the current documents module...

The user will be assigned the following permission in the same document category in the new module:

If the user is currently granted access to a document category and the category editor permission is set to "yes" (shown below):

The user will be assigned the following permissions in the same document category in the new module:

If the user is currently granted access to a document category and the add files permission is set to "yes" (shown below):

The user will be assigned the following permissions in the same document category in the new module:

If the user is currently granted access to a document category and the ability to issue controlled copies is set to "yes" (shown below):

The user will be assigned the following permissions in the same document category in the new module:

New Document Category Permissions

The following highlighted permissions are new document category permissions. These document category permission assignments will be blank upon deployment:

Legacy Document Module Permissions: Depreciated

The following permissions are being depreciated from this legacy admin table but will be mapped to the new documents module as shown in the second image. 

If you had the "Can Add New Controlled Files" permission in the administration table, this will be ignored and the logic follows what is configured at the category level.

If you had the "Can Create/Manage Document Categories" permission, only Admins will now have the permission to create NEW categories. Category editors will have the permission to update existing categories with the "Can Edit All Settings in this Category" permission at the document category level.

If you have the "Can see Document Archive & Permanently delete eligible items" permission, you will now have the "Can See Archive & Permanently Delete Eligible Items" permission in all document categories.

If you have the "Can Certify Destruction of a Controlled Copy" permission, you will now have the "Controlled Copy: Destroy" permission for all categories. 

If you have the "Super Admin: Has full Edit/Admin access to any Course, Event, Test or Audit" permission, you will be added to the "Can view All Items In This Category On The My Company Dashboard"

Category Editors

With the initial deployment, all current category editors will be auto assigned to a role that will be added to your account. This role will be titled "migrated_Document Category Editors":

This role has the permission "Configuration: Document Categories" assigned to it. Users will need this permission to access "Settings - Document Categories". Users will this permission will be able to see the entire list of document categories, but will only be able to click into and edit the ones they have the permissions to do so at the category level. 

You may continue to add users to this role, or create a new role with this permission, when you mark a user as a document category editor for a specific category. This is a new permission and it is required for document category editors.