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Documents (Company Level)

This document outlines the user permissions required to perform various tasks in the Company Level Documents tool. It details that Admin users have full permissions to perform all tasks, Standard users can check in files they checked out and access private files they are granted access to, and Read Only users can only access private files granted to them. Search results are also limited to only documents the searching user has access to.

Uploaded by

Erkin
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© © All Rights Reserved
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
21 views

Documents (Company Level)

This document outlines the user permissions required to perform various tasks in the Company Level Documents tool. It details that Admin users have full permissions to perform all tasks, Standard users can check in files they checked out and access private files they are granted access to, and Read Only users can only access private files granted to them. Search results are also limited to only documents the searching user has access to.

Uploaded by

Erkin
Copyright
© © All Rights Reserved
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Documents (Company Level)

The following table highlights which user permissions are required to perform the described user action.

Task None Read Only Standard Admin

Add or Edit a File Description in the Company Level Documents Tool

Check Files In or Out in the Company Level Documents Tool


1,

Configure Advanced Settings: Company Documents

Create a New Folder in the Company Level Documents Tool

Delete Files and Folders in the Company Level Documents Tool

GENEL-
PUBLIC
Task None Read Only Standard Admin

Download a Previous Version of a File in the Company Level Documents


Tool
2 2

Download Files and Folders from the Company Level Documents Tool
2 2

Email Files or Folders from the Company Level Documents Tool


2

Export Information from the Company Level Documents Tool

Manage File and Folder Tracking in the Company Level Documents Tool

Manage Permissions for Company Level Documents

Open and Edit a File in Microsoft Office 365 Using the Company Level
Documents Tool
2

GENEL-
PUBLIC
Task None Read Only Standard Admin

Rename a File in the Company Level Documents Tool

Rename a Folder in the Company Level Documents Tool

Retrieve Files and Folders from the Company Level Documents Tool's
Recycle Bin

Search for and Filter Company Level Documents


3 3

Upload a New Version of a File in the Company Level Documents Tool

Upload Files or Folders to the Company Level Documents Tool

View Documents in the Company Level Documents Tool


2 2

GENEL-
PUBLIC
1
Users with 'Standard' level permissions can only check in a file that they have checked out.

2
Users with 'Read Only' or 'Standard' level permissions can only access 'Private' files and folders if they have been granted access to the file or
folder.

3
Search results will only include the documents the user performing the search has access to.

GENEL-
PUBLIC

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