User Permission Templates are a quick way to apply a predefined set of permissions to a user profile. User Permission Templates are in the upper right corner of the Records Management Access/Permissions screen.
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Orders only without permanently withdrawn |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Orders only with permanently withdrawn |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 |
The Template Guide link opens an information-only reference guide that you can use to identify the appropriate template to apply.