Domain (Account) Administrators and Security Administrators can create as many User Roles as required in order to group users into appropriate functions of Responsibility. Each Role however must be assigned to one of the available Security Levels listed below. Security Levels determine which functions the users assigned to the Role can perform.
- Account (Domain) Administrator (AA)
- Security Administrator (SA)
- Activity Manager (AM)
- Work Scheduler (WS)
- Workflow User (WU)
- User (U)
The table below shows the actions that can be performed by each of the Security Levels.
Area | Action | AA | SA | AM | WS | WU | U |
User Settings | Change display Language of user profile | ● | ● | ● | ● | ● | ● |
Edit own name, email, job title, phone no., time zone | ● | ● | ● | ● | ● | ● | |
Upload own user picture | ● | ● | ● | ● | ● | ● | |
Upload user picture to other user account | ● | ● | |||||
Edit other users name, email and other details | ● | ● | |||||
View user account information (associated Roles and Role security level) | ● | ● | ● | ● | ● | ● | |
Deactivate a User Account | ● | ● | |||||
Reactivate a User Account | ● | ● | |||||
Dashboard | Move and resize own dashboard widgets | ● | ● | ● | ● | ● | ● |
Add and remove own dashboard widgets | ● | ● | ● | ● | ● | ● | |
Dashboard Widgets (shortcuts) | Assets | ● | ● | ● | ● | ● | ● |
Business Intelligence | ● | ● | ● | ||||
Invite Team | ● | ● | |||||
My Account | ● | ● | ● | ● | ● | ● | |
My Tasks | ● | ● | ● | ● | ● | ● | |
Welcome Message | ● | ● | ● | ● | ● | ● | |
Dashboard Widgets (dynamic) | Activity Snapshot | ● | ● | ● | |||
Approvals | ● | ● | ● | ||||
Busiest People | ● | ● | ● | ● | |||
Current Work and Status | ● | ● | ● | ● | |||
My Activities | ● | ● | ● | ● | ● | ● | |
Team Activity | ● | ● | |||||
Work Completed | ● | ● | ● | ||||
Work Completed by Tag | ● | ● | ● | ||||
Work Completed this week | ● | ● | ● | ||||
Work Outstanding | ● | ● | ● | ● | |||
Work Sent | ● | ● | ● | ||||
Approvals I Manage | ● | ● | ● | ||||
Progress of Work I Manage | ● | ● | ● | ||||
Managing Work | Complete tasks assigned to self | ● | ● | ● | ● | ● | ● |
Transfer any task from any user to any user*** | ● | ● | ● | ||||
Transfer own tasks to other users*** | ● | ● | ● | ● | ● | ● | |
Add a note to a task | ● | ● | ● | ● | ● | ● | |
'Take' a task assigned to a role the user is associated to, removing the task from other role members task list | ● | ● | ● | ● | ● | ● | |
Absence Manager* | Schedule a task auto-redirect using the absence manager | ● | ● | ● | ● | ● | ● |
Edit a scheduled absence | ● | ● | ● | ● | ● | ● | |
Delete a scheduled absence | ● | ● | ● | ● | ● | ● | |
View past absences | ● | ● | ● | ● | ● | ● | |
Assets and Libraries | Create a new asset library | ● | |||||
Assign asset library security | ● | ||||||
Edit any asset library | ● | ||||||
Delete an asset library | ● | ||||||
View all asset libraries | ● | ||||||
Upload an asset to any library | ● | ||||||
Download multiple assets from the basket (compressed) | ● | ● | ● | ● | ● | ● | |
Create an adhoc asset approval from the asset page | ● | ● | ● | ● | |||
Send assets from basket on an adhoc approval | ● | ● | ● | ● | |||
Perform an adhoc asset revision comparison | ● | ● | ● | ● | ● | ● | |
Perform an adhoc asset comparison using assets associated to a common activity/workflow | ● | ● | ● | ● | ● | ● | |
View asset (not reviewed) | ● | ||||||
View asset (approval in progress) | ● | ||||||
View asset (approved) | ● | ||||||
Move an asset to another library | ● | ||||||
Add an asset to the basket | ● | ||||||
Upload a new asset to a library | ● | ||||||
Upload a revision to an asset | ● | ||||||
Download asset | ● | ||||||
Send an asset on approval | ● | ||||||
Share an asset externally by sending a one-time code | ● | ||||||
Rename an asset | ● | ||||||
View rip log of asset | ● | ||||||
Reprocess the asset | ● | ||||||
Set the status of the asset | ● | ||||||
Delete an asset with a not reviewed status | ● | ||||||
Asset Libraries have separate security levels which determine what users can action within a library that they have access to. See the Asset Library Security Matrix. | |||||||
Search | Access to Global Search | ● | ● | ● | ● | ||
Access to Search Activities | ● | ● | ● | ● | |||
Access to Quick Search in Tasks and Activities pages | ● | ● | ● | ● | |||
Asset Classifications | Add new asset classification | ● | |||||
Edit existing asset classification | ● | ||||||
Delete asset classification | ● | ||||||
Approval Classifications | Add new approval classification | ● | |||||
Edit existing approval classification | ● | ||||||
Delete approval classification | ● | ||||||
Workflows (Activities) | View details of own domain's activities | ● | ● | ● | ● | ||
View details of other linked domain's activities **** | ● | ● | ● | ● | |||
Edit a Workflow Task** | ● | ● | ● | ● | |||
Edit Workflow Data via Completed Forms | ● | ● | ● | A | |||
View Gantt | ● | ● | ● | ● | ● | ||
Edit Gantt i.e. adjust the projected date and save to current plan | ● | ● | ● | ||||
Delete a parent workflow (deletes all linked activity) | ● | ||||||
Restore a deleted workflow | ● | ||||||
Cancel any activity within own Domain | ● | ● | |||||
Cancel own activity | ● | ● | ● | A | |||
Pause any activity within own Domain | ● | ● | |||||
Pause own activity | ● | ● | ● | A | |||
Create a new workflow template | ● | ||||||
View any workflow template | ● | ||||||
Edit any workflow template | ● | ||||||
Deactivate any workflow template | ● | ||||||
Create a new workflow from a template | ● | ● | ● | ||||
Add additional child workflows to a running activity retrospectively | ● | ● | ● | A | |||
Send a simple task to a user (not from template) | ● | ● | ● | ||||
Can access associated activity through the Asset-Activities tab | ● | ● | ● | ● | |||
Activitiy visible in My Activities page | RACI | RACI | RACI | RACI | RACI | RACI | |
Activitiy visible in Activity Snapshot page | AI | AI | AI | AI | AI | AI | |
Briefs | Can retrospectively edit any completed brief (without an approval verdict) | ● | ● | ● | |||
Can retrospectively edit a completed brief where the user is the responsible assignee (without an approval verdict) | ● | ● | ● | ● | ● | ||
Account (Domain) Admin | Upgrade/downgrade account | ● | |||||
View invoices/billing Reports | ● | ||||||
Modify account settings | ● | ||||||
Customise account logo | ● | ||||||
User Management | Create new user | ● | ● | ||||
Edit any user account | ● | ● | |||||
Deactivate any user account | ● | ● | |||||
View details of any user account | ● | ● | |||||
Create a new role | ● | ● | |||||
Edit any role | ● | ● | |||||
Add or remove users from any role***** | ● | ● | |||||
Change the rights of any role | ● | ● | |||||
External Domain Connections | View domain connections | ● | |||||
Send a connection request | ● | ||||||
Break an active connection | ● | ||||||
Review a connection request | ● | ||||||
Modify domain visibility | ● | ||||||
Item | Browse Items | ● | ● | ● | |||
Add and edit Items | ● | ● | ● | ||||
Delete Items | ● | ● | ● | ||||
Custom Forms | Create a custom form | ● | |||||
View all custom forms | ● | ||||||
Edit any custom form | ● | ||||||
Categories | View Category structure | ● | |||||
Add and edit entries in the Category structure | ● | ||||||
Delete entries in the Category structure | ● | ||||||
Glossaries | Browse Glossaries | ● | |||||
Add and edit Glossary items | ● | ||||||
Delete Glossary items | ● | ||||||
Sequences | View Sequences | ● | |||||
Edit Sequences | ● | ||||||
Delete Sequences | ● | ||||||
View Sequences | ● |
* There is a domain level feature to allow administrators to decide if users of their site are able to assign work during an absence to any member of the organisation, or only to users with the same role.
** Only applicable if the edit work items feature is enabled at domain level.
*** Only applicable if require common deputy roles' feature is not enabled at domain level.
**** Only applicable if activity is visible to all assignee's flag is set on the activity instance.
***** A Security Admin user cannot add or remove the Domain Admin level to/from any user.
Each asset library has its own library security. Access is given by assigning a role(s). When a role is given access to an asset library the level of access for that role also needs to be set. There are three levels of asset library security which determine what users can do. This is shown in the table below.
Area | Action | Read Only (Approved) | Read Only (All) | Contribute* |
Asset Library | View asset (not reviewed) | ● | ● | |
View asset (Approval in progress) | ● | ● | ||
View asset (Approved) | ● | ● | ● | |
Move an asset to another library | ● | |||
Add an asset to the basket | ● | ● | ● | |
Upload an new asset to a library | ● | |||
Upload a revision to an asset | ● | |||
Download asset | ● | ● | ● | |
Send an asset on approval | ● | ● | ||
Share an asset externally by sending a one-time code | ● | ● | ● | |
Rename an asset | ● | |||
View rip log of asset | ● | |||
Reprocess the asset | ● | |||
Set Status of the asset | ● | |||
Delete an asset with a not reviewed status | ● |
* Contribute is not applicable for a role that has a security level of user.
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