Records365 provides 3 built-in roles with different permissions. Each permission is generally associated with specific functional areas and can help you control the correct access level for each user.
Users with the Records Visitor role can be granted additional access to functional areas via Security Profiles. For more information about Security Profiles see the Security Profiles page.
|Permissions/Role||Application Administrator||Records Manager||Records Visitor||Disposal Approver|
|View User Dashboard|
|View Records & Folders Details|
|View Records & Folders History|
|View Audit Events|
|Filter Records & Folders|
|Search Records & Record Folders – Simple Search|
|Search Records & Record Folders – Advanced Search|
|View File Plan||*|
|Add / Edit Record Categories||*|
|Add / Edit Retention Schedules||*|
|Add / Edit / Delete Rules (Criteria & Action)||*|
|View Records due for Disposal||*|
|View Connectors Details|
|Add / Edit Connectors|
|Manually Reschedule Records||*|
|Add / Remove Holds||*|
|View My Disposal Approval||*|
** Additional access can apply if the user is a member of a Security Profile that grants access to functional area.