New User Properties and Permissions

 

ImageQuest features the following action permissions for users and roles:

Action Permission

Description

Add Document

Allows a user to add documents to the Cabinet through any IQ client application. 

Add List Items

Allows a user to add a “List-based” attribute on the fly.

Annotate Document Image

Allows a user to add annotations to a PDF document from IQdesktop.

Delete Batch

Allows the user to delete a batch from the “Indexing Queue.” 

 

Delete Document

 

Allows a user to delete or undelete a document from IQdesktop

Manage Document Type

Allows a user to add, remove and/or edit Document Types and Attributes from IQdesktop.

Update Document

 

Allows a user to add document revisions and to edit document attribute values. 

View Deleted Documents

Allows a user to view deleted documents.

 

View Only

Disables documents from launching in their native program and loads the documents in a Read-Only viewer. 

View Prior Revisions

 

Gives users the ability to view older versions of a document by right-clicking the revision in the history pane and selecting “View Revision”. 

Work Queue Search

Allows users to search for and locate open work items in the system.

                                                               

 

Once a new user is created, the new user’s “Action Permissions” are “Not Set” by default as highlighted.

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Note:  The Administrator user’s Action Permissions are all set to “Allow” by default except for the View Only Permission.  

 

Before setting permissions, see the chart below to distinguish between “Not Set,” “Allow” and “Deny”.

 

Permission Assignment

Description

Not Set

 

Permission is neither allowed nor denied. 

Allow

Gives users and roles access to action permissions and document types.

Deny

Explicitly blocks users and roles access to action permissions and document types.

                                                           

Permissions can be set for each user by right-clicking to select the assignment or by left-clicking to activate the assignment drop-down as shown in the examples below. 

image

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Note:  Permissions can also be set at the role level.  To add roles and assign users, see “Adding New Roles”.

 

 

In the example below, “tjones” is granted the permission to “Add Document”, “Add List Items”, and “Annotate Document Image” but is denied permission to “Delete Batch” and “Delete Document”.  The permissions for “tjones” for “Manage Document Type” is “Not Set”.

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To assign “Action Permissions,” see the permission grid for effective permissions below to effectively manage user and role permissions in the Cabinet.

 

User Permission

Role Permission

Effective Permission

Not Set

Not Set

Not Set

Not Set

Allow

Allow

Not Set

Deny

Deny

Allow

Not Set

Allow

Allow

Deny

Deny

Allow

Allow

Allow

Deny

Not Set

Deny

Deny

Allow

Deny

Deny

Deny

Deny

                                                            

 

To set the “Document Permissions” for “tjones,” for example, click the “Document Permissions” tab.  The user “tjones” will only have permissions to document types allowed to him or her.  In the screenshot below, the “Document Permissions” are “Not Set”.  Right-click on the permission(s) to select the assignment or left-click it to activate the assignment drop-down.

image

 

When assigning “Document Permissions,” be sure to see below to effectively manage user and role permissions in the cabinet.

Note:  “Allow by Default” below refers to an option in Manage Document Types.  See the Creating a New Document Type topic for more information.

User Permission

Role Permission

Allow By Default

Effective Permission

Not Set

Not Set

Not Set

Not Set

Not Set

Not Set

Allow

Allow

Not Set

Allow

Not Set

Allow

Not Set

Allow

Allow

Allow

Not Set

Deny

Not Set

Deny

Not Set

Deny

Allow

Deny

Allow

Not Set

Not Set

Allow

Allow

Not Set

Allow

Allow

Allow

Deny

Not Set

Deny

Allow

Deny

Allow

Deny

Allow

Allow

Not Set

Allow

Allow

Allow

Allow

Allow

Deny

Not Set

Not Set

Deny

Deny

Not Set

Allow

Deny

Deny

Allow

Not Set

Deny

Deny

Allow

Allow

Deny

Deny

Deny

Not Set

Deny

Deny

Deny

Allow

Deny