Current Document Category Permission | New Category Permission(s) |
Category Editor | Can Edit All Settings In This Category Can See All Documents (Read Only Access) Can Edit Any Document in Category Can Cancel Active Workflows |
Can Add Files | Can Create New Documents Can See all Documents (Read Only Access) |
Controlled Copy | Can Issue Controlled Copies Can See all Documents (Read Only Access) |
None (Restricted) | Can See all Documents (Read Only Access) |
Current Legacy Administration Permissions | 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. | 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 Create/Manage Document Categories | Deprecated | N/A | New Permission under Settings is Configuration: Documents If a group had this permission checked Group/Permissions section, any user in those groups will automatically be added to the new role of migrated_Document Category Editors role |
Documents/Training | Can see Document Archive & Permanently Delete Eligible Items | Deprecated | Can See Archive and Permanently Delete Eligible Items *Added for ALL Document Categories | N/A |
Documents/Training | Can Certify Destruction of a Controlled Copy | Deprecated | Controlled Copy: Destroy *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.
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