Difference between revisions of "Document Manager Roles"

From Hornbill
Jump to navigation Jump to search
(Created page with "People using Document manager will have specific roles (with associated rights). For a new instance the following roles exi...")
 
 
(33 intermediate revisions by 5 users not shown)
Line 1: Line 1:
−
People using [[What_is_Document_Manager? |Document manager]] will have specific [[What_are_Roles? |roles]] (with associated rights). For a new instance the following roles exist:-  
+
<div style="border:1px solid #90C0FF; background:#D0E0FF; width:99%; padding:4px; margin-bottom:10px;">
−
:* ''Document Management User'' who has access to Document manager to upload and share documents
+
__notoc__[[Main Page|Home]] > [[Document Manager|Document Manager]] > Library Roles
−
:* ''Document Management Admin'' who can set up new libraries for people to share and also manage [[What_are_Tags? |tags]] to associate with documents
+
</div>
 +
{|style="width: 100%"
 +
|- valign="top"
 +
|style="width:73%"|
 +
==Introduction==
 +
On the installation of Document Manager a number of default roles are included.
  
−
An administrator can change existing roles or setup new ones as the process requires.
+
All users of the Hornbill Platform, regardless of the application, must possess the "'''User Role'''". To use, and interact with, the Hornbill Document Manager app, a user must also be allocated one of the app-specific roles listed below. If the need arises, it is possible to create custom roles to suit a specific requirement.
 +
 
 +
|style="width:5%"|
 +
|
 +
|style="width:22%; border-style: solid; border-width: 1px; border-color:#e6e6e6; background-color:#f2f2f2;"|
 +
 
 +
== Related Articles ==
 +
:* [[Roles |Roles Explained]]
 +
|}
 +
 
 +
== Default Roles ==
 +
:* '''Docmanager Admin'''
 +
:: This user can change ownership of documents and libraries
 +
:* '''Docmanager Library User'''
 +
:: This user can add, view and edit documents within the document manager application and also also create and manage libraries and tags
 +
:* '''Docmanager User''' 
 +
:: This user can add, view and edit documents within the document manager application
 +
:* '''Docmanager Portal'''
 +
:: This Role gives access to Document Manager for Portal Accounts (guest and basic user) who are able to view documents and libraries
 +
 
 +
 
 +
===Deprecated Roles===
 +
If you've been using Document Manager prior to build 332, it is likely that you'll have the following roles associated to some of your users. If you are currently using these roles please replace them with the appropriate "Docmanager" role.
 +
:* '''MyLibrary Manager'''
 +
:: Please use ''Docmanager Library User.''
 +
:* '''MyLibrary User''' 
 +
:: Please use ''Docmanager User.''
 +
:* '''MyLibrary Portal'''
 +
:: Please use ''Docmanager Portal.''
 +
<br>
 +
 
 +
==Administration==
 +
 
 +
An administrator can change existing roles or set up new ones as the process requires.
 +
 
 +
<br>
 +
[[Category:Document Manager]]

Latest revision as of 09:06, 23 January 2024

Home > Document Manager > Library Roles

Introduction

On the installation of Document Manager a number of default roles are included.

All users of the Hornbill Platform, regardless of the application, must possess the "User Role". To use, and interact with, the Hornbill Document Manager app, a user must also be allocated one of the app-specific roles listed below. If the need arises, it is possible to create custom roles to suit a specific requirement.

Related Articles

Default Roles

  • Docmanager Admin
This user can change ownership of documents and libraries
  • Docmanager Library User
This user can add, view and edit documents within the document manager application and also also create and manage libraries and tags
  • Docmanager User 
This user can add, view and edit documents within the document manager application
  • Docmanager Portal
This Role gives access to Document Manager for Portal Accounts (guest and basic user) who are able to view documents and libraries


Deprecated Roles

If you've been using Document Manager prior to build 332, it is likely that you'll have the following roles associated to some of your users. If you are currently using these roles please replace them with the appropriate "Docmanager" role.

  • MyLibrary Manager
Please use Docmanager Library User.
  • MyLibrary User 
Please use Docmanager User.
  • MyLibrary Portal
Please use Docmanager Portal.


Administration

An administrator can change existing roles or set up new ones as the process requires.


Retrieved from "https://wiki.hornbill.com/index.php?title=Document_Manager_Roles&oldid=31867"