Granting User Permissions and Access

NOTE: There is a system delay that can last for up to five minutes immediately after you create the user profile record. Once the process is complete, you are able to assign and save user access and permissions.

After you create an Iron Mountain Connect Records Management user, you must grant the user system permissions and organizational access to use Iron Mountain Connect Records Management. You are able to grant user permissions and access while creating a user, or you can modify the user profile at a later time and update permissions and access as necessary.

System Permissions: Grant permission to view and access workflows in Iron Mountain Connect Records Management. For example, a user may be able to order supplies but may be restricted from retrieving boxes and files.
Organizational Access: Select the organizations of the company that the user will have access to. For example, a user may have access to the entire customer or be restricted to a specific department within the company.

Click the Records Management Access/Permissions link (upper left side of the User Profile screen) to open the Records Management Access/Permissions screen. This screen is read-only if you are creating a CUA; by default, CUAs get access to all permissions and organizations.
Use the following options to assign user permissions:

Manually select the permissions that apply.

Check Select All to give the user system-wide records management permissions.

Apply one of the predefined user templates listed in the upper right section of the screen. Click Template Guide to open an information-only reference to help you identify the appropriate template to apply. After you have identified the appropriate template, return to the User Profile screen and select and apply the template. The template automatically selects the user permissions:

Template	Permissions
Search only	Permission to search for records stored at Iron Mountain
Data entry	Permission to create boxes and files
Orders only without permanently withdrawn	Permission to search for and view records; process and track orders; cannot permanently withdraw records stored at Iron Mountain
Orders only with permanently withdrawn	Permission to search for and view records; process and track orders; can permanently withdraw records stored at Iron Mountain
Standard	Permission to search for, create, edit and view records; process and track orders; can permanently withdraw records stored at Iron Mountain
Super	Permission to search for, create, edit and view records; process and track orders; can permanently withdraw records stored at Iron Mountain; limited administrative privileges include accessing Shredding and Manage Organization
All records management permissions	All permissions are granted

NOTE: If a permission is not enabled for your company, your users will not have access to that permission regardless of whether it is displayed on the template.

Use the checkboxes to grant the user organizational access to different divisions and/or departments within the company, or to the entire company.

You have the option to assign shipping addresses to the user as a next step after you grant permissions and organizational access, or to assign users to shipping addresses from within Iron Mountain Connect Records Management | Administration | Manage Addresses.

You must assign organizational access before assigning shipping addresses.

NOTE: Transaction History displays changes in user status.

Click Save, then verify by clicking Save a second time.

NOTE: The green success icon

displays to the left of the Access/Permissions link on the User Profile screen after you successfully set access/permissions.

Shipping Addresses

Shipping Address FAQ

Shipping Address Access

Creating a Shipping Address

Editing a Shipping Address