Document Actions
3.
Entities (Active or Inactive) and Sections
Up one level
|
Action
|
Site Manager
|
Entity Manager
|
Engagement Manager
|
Preparer
|
Reviewer
|
Reader
|
||||||
|
TTW
|
Go-Btwn
|
TTW
|
Go-Btwn
|
TTW
|
Go-Btwn
|
TTW
|
Go-Btwn
|
TTW
|
Go-Btwn
|
TTW
|
Go-Btwn
|
|
|
Create Entity
|
Y
|
-
|
Y
|
-
|
N
|
-
|
N
|
-
|
N
|
-
|
N
|
-
|
|
Create Section
|
Y
|
-
|
Y
|
-
|
N
|
-
|
N
|
-
|
N
|
-
|
N
|
-
|
|
Create Engagement |
Y | Y | N | N | Y | Y | N | N | N | N | N | N |
|
Delete Entity
|
Y
|
-
|
N
|
-
|
N
|
-
|
N
|
-
|
N
|
-
|
N
|
-
|
|
Delete Section
|
Y
|
-
|
N
|
-
|
N
|
-
|
N
|
-
|
N
|
-
|
N
|
-
|
|
Cut/Paste
|
Y
|
-
|
Y
|
-
|
N
|
-
|
N
|
-
|
N
|
-
|
N
|
-
|
|
View Entity
|
Y
|
-
|
Y
|
-
|
Y
|
-
|
Y
|
-
|
Y
|
-
|
Y
|
-
|
|
Edit
|
Y
|
-
|
Y
|
-
|
N
|
-
|
N
|
-
|
N
|
-
|
N
|
-
|
|
See in Listings
|
Y
|
-
|
Y
|
-
|
Y
|
-
|
Y
|
-
|
Y
|
-
|
Y
|
-
|
|
Assign Local Roles
|
Y
|
-
|
Y
|
-
|
N
|
-
|
N
|
-
|
N
|
-
|
N
|
-
|
|
State Changes for Entities
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Make Active
|
Y
|
-
|
Y
|
-
|
N
|
-
|
N
|
-
|
N
|
-
|
N
|
-
|
|
Make Inactive
|
Y
|
-
|
Y
|
-
|
N
|
-
|
N
|
-
|
N
|
-
|
N
|
-
|
All Members may view all Entities, and may therefore find all Entities in searches. The Engagement Manager, Preparer, Reviewer and Reader roles apply to Documents, and these roles give users no permissions on Entities; these users can only do what any Member can do on Entities.
No actions on Entities may be performed through the Go-Between.
Modifying field values and changing local roles require the item be signed out. Any user who has permission to edit an item may sign it out, provided it is not signed out by another user.