Overview of System Roles

Valid for: enaio administrator version 8.50 SP1

This overview lists all system roles in enaio including description and IDs. The following system roles can be assigned to users individually in enaio administrator:

System role Description ID
DMS: Set up local security groups Configuration of remote areas 66
DMS: Supervisor All system roles except those for workflow functions, enaio enterprise-manager, and 'Server: Switch job context' 18
Administrator: Start Start enaio administrator 1
Administrator:
Configure entire system
Configuration dialog of the entire system (LDAP, automatic actions, etc.) 2
Administrator:
Configure security system
Configuration of the security system (user and rights administration) 4
Administrator:
Configure local security groups
Restricted configuration of the security system for remote areas 65
Administrator:
Configure W-templates
W-templates management (configuration of W-templates and assigned applications) 5
Administrator:
Configure archive print
Configuration of the archive print 6
Administrator:
Start automatic actions
Start set-up automatic actions 8
Administrator:
Configure automatic actions
Set up and configure automatic actions 9
Administrator: View user tray View the private filing trays of all users in enaio administrator 10
Administrator: Edit object rights Specify other users as owners or take on ownership of object 50
Editor: Start Start enaio editor 11
Editor: Edit object definition Change and complete object definition. Changes cannot be saved to the database with this role alone. 12
Editor: adapt
database
Make adjustments to the database 13
Start: Start Start enaio start in order to execute automatic actions 14
Capture: Start Start enaio capture 15
Capture: edit
filing tray
Access to the filing tray in enaio capture 87
Capture: Configure Set up configurations for enaio capture 16
Client: Start Start enaio client 36
Webclient: Start Start enaio webclient 70
Client: Save own settings Configure individual user settings and save searches and/or documents to the archive area of clients 17
Client: Configure external applications Integrate external applications into clients 80
Client: adapt
ribbon
Customize ribbon 77
Client: Open history View editing history, if this is enabled 28
Client: Recover data from history Restore previous data via the editing history (condition: system role 'Client: Open history' is available) 32
Client: Configure history for
individual object
konfigurieren
Allows the history to be configured for a single document, provided that this option is available in the object definition (condition: system role 'Client: Open history' is available) 56
Client: Start expert mode Extended search for objects 29
Client: Export from hit list Export index data and document files from a hit list 30
Client: print
documents
Print documents via clients 74
Client: Open notes Display notes on objects 71
Client: Edit notes Create and edit object notes 31
Client: Show personal trash can Show personal trash can, from which deleted data can be restored 33
Client: View system trash can Show system trash can, where all users' deleted objects are visible (requirement: system role 'Client: Show personal trash can' is available) 37
Client: Delete objects from trash can Irretrievably delete objects from trash can (condition: system role 'Client: Show personal trash can' is available) 40
Client: Execute
SQL queries
Execute SQL queries 34
Client: Release
documents
Share documents for users with restricted access rights 85
Client: Administer
sharing options
Remove sharing of other users 86
Client: Send content as e-mail

Send objects by e-mail to a recipient who is not set up in the enaio system

35
Client: Open properties Display the properties dialog for an object 44
Client: Move objects Move objects, if permitted in enaio administrator administrator 63
Client: Assign further locations Assign a further location to documents 83
Client: Create reference documents Create reference documents from documents 84
Client: Move across cabinets Move documents across cabinets 79
Client: Use workflow Use workflows 19
Client: Workflow
Substitute configuration
Set up workflow substitute for oneself 61
Client: Workflow
Process administration
Restricted administration of running processes from clients 62
Client: Edit circulation slip workflow Edit workflow circulation slip 67
Client: Workflow manage private circulation slip templates
verwalten
Manage and delete templates for private circulation slips 68
Client: Workflow manage public circulation slip templates Manage and delete templates of public circulation slips 69
Client: Use
object search
Show Object Search area 51
Client: Use
navigation
Show Navigation area 52
Client: Run
default search
If users should run searches exclusively through saved searches, the default search (search by index data and full-text search) can be switched off. 78
Client: Add icon Add icons to the system’s data pool 59
Client: Delete icon Delete icons from the system's data pool 60
Client: Edit static layers of other users Edit static layers created by someone else 64
Client: Edit
SQL queries
Create and edit SQL queries 38
Client: Administer subscriptions Administer and delete subscriptions of all users and set up subscriptions for other users 39
Client: Administer follow-ups Administer and delete follow-ups of all users 55
Client: Debug events Run events for the client in debug mode 45
Client: Create events Edit events for client and server 49
Client: Show
relations
Depict relations/display relation list, where relation links are set up in the system 46
Client: Create visualization Visualize relations and save the visualization in the assigned document type 47
Client: Administer visualization General configuration for relation visualization 48
Client: Change archiving status Give documents the property archivable or not archivable 75
Client: Delete
archived documents
Delete documents with the status archived 53
Client:
Execute changes in batch mode
Run changes in batch mode for more than one object selected in a hit list 57
Client:
Always show variant administration
Users who have no write permissions for index data or objects can open the variant administration in read-only mode, but are not allowed to create new variants or assign the 'active variant' status to other variants. 73
Client: Show favorites Favorites are managed for every user whose objects are accessible on mobile devices via enaio app as favorites. 76
Client:
View
preview annotations
Show annotations in the preview 81
Client:
Edit
preview annotations
Create, edit, or delete annotations in the preview 82
WF-Admin: Start Start enaio administrator-for-workflow 20
WF-Editor: Start Start enaio editor-for-workflow 21
WF-Editor: Edit organization Edit workflow organization 22
WF-Editor: notify users
as present/absent
Set presence of other workflow users 58
WF-Editor: create
model
Create workflow model 23
WF-Processes: Start via import Start workflow processes via a system import, which is run using the automatic action 'Data and document import' 24
WF-Simulation: Start Start a workflow simulation 25
WF-Script: Start Start a runtime environment for workflow scripts 26
Enterprise-Manager:
Start
Start enaio enterprise-manager 27
Server: Switch job
context
Allows users to execute jobs with user context changes. 72
Server: Execute
Ado jobs
Allows users to run ADO jobs if the security system allows it. 88