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Understanding System Roles and Permissions

Note: This article has recently been added to our Knowledge Base. Thank you for your patience as we continue to make improvements.

System roles are a fundamental component of access control and user management in Workspace. These roles define the permissions and capabilities available to users, ensuring that individuals have the appropriate level of access while maintaining security for your organization. This article displays the permissions that system roles allow.

User Features

  Admin User Guest User
Help Menu ✓ ✓ ✓
Quick Start Guide ✓ ✓ ✓
Search Zones ✓ ✓ X
Server Information ✓ ✓ X
Server Information ✓ ✓ ✓
User Dashboard ✓ ✓ X
Ability to view and use the help and user data features of Workspace

Zone Features

  Admin User Guest User
Archived Zones ✓ ✓ X
Create Zones ✓ ✓ X
Favorite Zones ✓ ✓ X
File Inbox ✓ ✓ X
My Zones ✓ ✓ X
Shared Zones ✓ ✓ ✓
Zones Menu ✓ ✓ ✓
Ability to use tools to create and access zones and use the file inbox

Administration Features

  Admin User Guest User
Admin Dashboard ✓ X X
Admin Tools ✓ ✓ X
Ability to view and use the Workspace administration features

API

  Admin User Guest User
Use API ✓ ✓ X
Ability to upload and download files

Session Management

  Admin User Guest User
View Session Timeout Settings ✓ ✓ X
Edit Session Timeout Settings ✓ ✓ X

Server Upgrades

  Admin User Guest User
Edit Session Timeout Settings ✓ X X
View Users and Groups ✓ X X
Edit Users and Groups ✓ X X
Create Groups ✓ X X
Delete Groups ✓ X X
Add Users to Groups ✓ X X
Remove Users from Groups ✓ X X
Assign System Roles to Users ✓ X X
User Import (From CSV) ✓ X X
Export users to CSV ✓ X X
Ability to be notified when new server upgrades are available

Auto Enrollment Policies

  Admin User Guest User
View Auto-Enrolment Policies ✓ X X
Edit Auto-Enrolment Policies ✓ X X
Create Auto-Enrolment Policies ✓ X X
Delete Auto-Enrolment Policies ✓ X X
Ability to manage policies when auto-enrolling users

Zone Management

  Admin User Guest User
Create a Zone on behalf of another user ✓ X X
Bulk Create Zones (from CSV) ✓ X X
Manage All Zones ✓ X X
Ability to manage policies when auto-enrolling users

 

Zone Templates

  Admin User Guest User
View Zone Templates ✓ X X
Edit Zone Templates ✓ X X
Ability to manage zone templates

HTML Documents

  Admin User Guest User
View HTML Documents ✓ X X
Create HTML Documents ✓ X X
Edit HTML Documents ✓ X X
Ability to manage HTML documents used in Workspace

System Audit

  Admin User Guest User
View System Events ✓ X X
Export System Events ✓ X X
Ability to view system audit events

Roles and Capabilities

  Admin User Guest User
View System / Zone Roles ✓ X X
Edit System / Zone Roles ✓ X X
Create System / Zone Roles ✓ X X
Delete System / Zone Roles ✓ X X
Create File / Folder Roles ✓ X X
View File / Folder Roles ✓ X X
Edit File / Folder Roles ✓ X X
Delete File / Folder Roles ✓ X X
Ability to manage system and zone roles

Server Settings

  Admin User Guest User
View Authentication Settings ✓ X X
Edit Authentication Settings ✓ X X
View Authentication Settings ✓ X X
Edit Document Editor Settings ✓ X X
View Automatic Update Settings ✓ X X
Edit Automatic Update Settings ✓ X X
Ability to change authentication and document editor settings

Zone Templates

  Admin User Guest User
File Sharing ✓ ✓ ✓
Document Sharing ✓ ✓ X
Project Management ✓ X X
Marketing Projects ✓ X X
Court Bundles ✓ X X
Ability to access the different styles of zone templates

Disclaimer Message

  Admin User Guest User
No Disclaimer X X X
Notification Email Text ✓ X X
Ability to present a disclaimer before signing into Workspace

Access Level Number

  Admin User Guest User
Notification Email Text ✓ X X
Ability to determine the system access roles a user can grant to other users

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