Roles in RecordsManager
Each RecordsManager user is given one or more roles. These roles define what a user is allowed and not allowed to do. For example, custom roles such as Legal or Personnel can be created that correspond to specific functions (such as access by the Personnel role to personnel-related contracts but not to client or IT contracts). A user can be associated with one or more roles, and would then be authorized to carry out the functions corresponding to those roles.
The roles that are available in RecordsManager fall into three categories: the Admin role, the All Users role, and custom roles.
Admin
This role is predefined. It provides a user with all available RecordsManager functionality. Users that have this role can:
•modify the RecordsManager system's users and roles
•configure RecordsManager databases and their components
•modify RecordsManager settings
•configure reminder mails
•enter and edit data in all databases
All Users
This role is predefined.
•Users with this role can enter and edit data in RecordsManager databases. They do not have access to admin functions (see above). If you need to perform an admin task, contact your RecordsManager system administrator and request an Admin role.
•The All Users role is given to all users by default. As a result, any user that can access RecordsManager will be given this role and can enter data (unless otherwise restricted by custom roles).
Custom roles
RecordsManager administrators can define custom roles that can be assigned to users, for example, Legal or Personnel roles.
•A custom role can provide additional access or can restrict access to different data tables of the database
•A custom role can provide access to different functionality within data tables (for example, reading rights and writing rights)