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  • View – If this is the only permission granted, the user or group may view but not change data and documents. Users still need permissions to at least one Search to see documents. Since a user or group must be able to see documents to perform any other functions, View will be enabled when any other Archives permissions are selected.

  • Add – The user or group may put documents into the Archive, but, if this is the only choice selected, once added no changes may be made. Adding includes not just by capturing (like scan, import, import data and document, or drag-and-drop) but also with Burst, Merge, and Move.

  • Delete – The user or group may remove documents from the Archive.

  • Move – The user or group may move documents from its current Archive to another.

  • View Revisions –The user or group may view all the versions of a revision-controlled document. Users without this option will only be able to see the current version of the document. On a Versions Archive, the user or group may see previous versions of the document returned by the Search.

  • View History – The user or group may view the Audit Log of documents.

  • Delete Errored Batches – A legacy setting which allows the user or group to remove any Batches that have errored from the Batch Manager Batch List.

  • Full API Access – This API-only security setting allows the user or group to bypass Search security, via the API, on the current Archive. It is intended for use with GlobalAction and custom programs. Since the API respects Search Security, you can use this setting to avoid having to grant access for each individual Search to the account running GlobalAction or a custom program. Use Full API Access to grant that account full access, so they will have access to all current and future Searches residing in the Archiveintegrations from 3rd party developers.  Full API Access enables the use of a specific API call that eliminates the need to run a search for a document when you already know it's Database, Document ID, and Archive.  Full API Access should be enabled for the Service Account running GlobalAction, and should be disabled in all other cases without a specific use case.

 

Set Document-Level Security

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