Document Actions
2.
Permissions On Areas and Smart Folders
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
|
Y
|
-
|
N
|
-
|
N
|
-
|
N
|
-
|
N
|
-
|
N
|
-
|
|
Delete
|
Y
|
-
|
N
|
-
|
N
|
-
|
N
|
-
|
N
|
-
|
N
|
-
|
|
Cut/Paste
|
Y
|
-
|
N
|
-
|
N
|
-
|
N
|
-
|
N
|
-
|
N
|
-
|
|
View
|
Y
|
-
|
Y
|
-
|
Y
|
-
|
Y
|
-
|
Y
|
-
|
Y
|
-
|
|
Modify fields
|
Y
|
-
|
N
|
-
|
N
|
-
|
N
|
-
|
N
|
-
|
N
|
-
|
|
Assign local roles
|
Y
|
-
|
N
|
-
|
N
|
-
|
N
|
-
|
N
|
-
|
N
|
-
|
Other than where each may be created, and how they are displayed, there are no differences between Areas, and Smart Folders.
Only Managers and Site Managers can create, delete, and edit Areas or Smart Folders, or assign local roles, but any Member can view Areas and Smart Folders.
Site Managers can assign any local role other than Manager, including Site Manager.
The permissions to cut & paste are always the same. If a user has permission to cut a given object type in a given location, they can also paste that object type in that location.
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.