What are the Differerent
Pre-defined User Roles?
Through the use of FileHold groups users can be associated
with up to 5 different system roles, each with different access rights
to the system. There is also the ability to have FileHold consulting create
customized roles that provide very specific capabilities above and beyond
this. Contact sales@filehold.com for more information.
These 5 pre-built FileHold roles are as follows;
- Read Only Role - users associated with this role
have Read only access to documents; they cannot add documents to the
library check out documents or update existing documents or metadata.
They can search or browse for documents and get electronic copies of
the latest version of the document. They will not see buttons or interface
elements that pertain to higher access roles.
- Publisher Role - users associated with this role
have Read, Add Document abilities, as well as the ability to Checkout
Documents; in addition they can update system defined metadata / index
fields.
- Publisher Plus Delete Role – users associated
with this role have the same rights as publisher but also with the ability
to delete files. Please be careful about who should have the ability
to delete documents.
- Library Administrator Role – users associated
with this role have full access to all documents and administrative
rights to manage the library structure and metadata services.
- System Administrator Role - users associated with
this role have full access to all documents and library system functionality
including the ability to manage users and group permissions.
- Guest User Role - A guest user has the same rights
as a read-only use with one difference. Only a single user can access
FileHold at a time using a read only user account. More than one person
at a time can access FileHold using a guest user account. The idea is
that guest accounts (eg. username guest, password guest) could be created
and sent out to any number of trusted parties that don't need to access
the system all that frequently. Guest accounts are typically used in
portal situations.
You can view the roles associated with a FileHold group
by viewing the group properties. The below screen shot shows the group
properties when adding a new FileHold gorup.
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