System Roles

enaio® 11.0 »

The following system roles can be assigned to individual users in enaio® administrator:

ID

System role

Description

66

DMS: Set up local security groups

Configure remote areas

18

DMS: Supervisor

All system roles except for those for workflow functions, enaio® enterprise-manager, and 'Server: Switch job context'

Required in enaio® webclient to call up the user administration from enaio® webclient and edit supervisor fields.

1

Administrator: Start

Start enaio® administrator

2

Administrator: Configure entire system

Configure the entire system (LDAP, automatic actions, etc.)

4

Administrator: Configure security system

Configure the security system (user and rights management)

65

Administrator: Configure local security groups

Restricted configuration of the security system for remote areas.

5

Administrator: Configure W-templates

Manage W-templates (configuration of W-templates and assigned applications)

The 'Administrator: Configure security system' system role is also required.

6

Administrator: Configure archive print

Set up archive print

8

Administrator: Start automatic actions

Start installed automatic actions

9

Administrator: Configure automatic actions

Set up and configure automatic actions

10

Administrator: View user trays

View the private filing trays of all users in enaio® administrator

50

Administrator: Edit object rights

Specify other users as owners or adopt ownership of object

11

Editor: Start

Start enaio® editor

12

Editor: Edit object definition

Change and modify object definition
This role by itself does not enable you to save changes in the database.

13

Editor: Customize database

Make changes to the database

96 Editor: Define visibilities Set up specialist administrators with access to individual cabinets

14

Start: Start

Start enaio® start in order to execute automatic actions

15

Capture: Start

Start enaio® capture

87

Capture: Edit filing tray

Access to the filing tray in enaio® capture

16

Capture: Configure

Set up configurations for enaio® capture

36

Client: Start

Start enaio® client

70

Webclient: Start

Start enaio® webclient

101 Webclient: Open location Opens a location in enaio® webclient
103 Webclient: Use saved searches

enaio® webclient SR1: Use saved searches

URL calls are permitted.

104 Webclient: Use object references

enaio® webclient SR1: Use object references in the desktop

105 Webclient: Use subscriptions

enaio® webclient SR1: Use subscriptions

106 Webclient: Use follow-ups

enaio® webclient SR1: Use follow-ups

107 Webclient: Show history

enaio® webclient SR1: Show history

17

Client: Save personal settings

Configure individual user settings and save searches and/or documents to the object search of clients

80

Client: Configure external applications

Integrate external applications into clients

77

Client: Customize ribbon

Customize the ribbon

28

Client: Open history

View editing history, if this is enabled

32

Client: Recover data from history

Restore earlier data via the editing history

(condition: 'Client: Open history' system role is available)

56

Client: Configure history for individual object

Allows the history to be configured for a single document, provided that this option is available in the object definition
(condition: 'Client: Open history' system role is available)

29

Client: Start expert mode

Advanced search for objects

97 Client: Export index data

Export index data from lists using the Export function

Also applies for enaio® webclient.

30

Client: Export document contents

Export document files from lists using the Export function

Also applies for enaio® webclient.

It is always possible to export documents that have been edited in external applications this way.

74

Client: Print documents

Print document via clients

Also applies for enaio® webclient.

It is always possible to print documents that have been edited in external applications this way.

94 Client: Scan documents

Scan documents via clients

99 Client: Open links

Open links

Also applies for enaio® webclient.

100 Client: Edit links

Edit links

Also applies for enaio® webclient.

71

Client: Open notes

Show notes on and links to objects

Also applies for enaio® webclient.

31

Client: Edit notes

Edit and delete notes on and links to objects

Also applies for enaio® webclient.

33

Client: Show personal recycle bin

Show the personal recycle bin from which deleted data can be restored

Also applies for enaio® webclient.

37

Client: Show system recycle bin

Show system recycling bin in which the deleted objects of all users are displayed
(condition: 'Client: Show personal recycle bin' system role is available)

40

Client: Delete objects from recycle bin

Permanently delete objects in the recycle bin

Also applies for enaio® webclient.
(condition: 'Client: Show personal recycle bin' system role is available)

34

Client: Run SQL queries

Run SQL queries

Also applies for enaio® webclient.

85

Client: Share documents

Share documents with users with limited access rights

86

Client: Manage sharing options

Remove shares of other users

35

Client: Send content as e-mail

Send objects to a recipient as content via e-mail and place into the clipboard

Also applies for enaio® webclient.

44

Client: Open properties

Show property dialog for an object

63

Client: Move objects

Move objects, if permitted in enaio® administrator

Also applies for enaio® webclient.

79

Client: Move across cabinets

Move documents across cabinets

102 Client: Copy across cabinets Copies documents across cabinets

83

Client: Assign further locations

Assign another location to documents, if permitted in enaio® administrator

Also applies for enaio® webclient.

84

Client: Create reference documents

Create reference documents from documents

Also applies for enaio® webclient.

19

Client: Use workflow

Use workflows

Also applies for enaio® webclient.

90

Client: Show workflow substitutions

See for whom the user is a substitute.

61

Client: Workflow substitute configuration

Set up workflow substitutes for yourself

62

Client: Workflow process administration

Restricted management of running processes from clients

The administration of running processes is also permitted via system role 20:

Cancel process, cancel process step, clear personalization, assign process step.

67

Client: Edit workflow circulation slip

Edit workflow circulation slip

Also applies for enaio® webclient.

68

Client: Manage private circulation slip templates for workflows

Manage and delete templates for private circulation slips

Also applies for enaio® webclient.

69

Client: Manage public circulation slip templates for workflows

Manage and delete templates of public circulation slips

Also applies for enaio® webclient.

51

Client: Use object search

Show 'Object search' area

Also applies for enaio® webclient.

52

Client: Use navigation

Show 'Navigation' area

78

Client: Run default search

If users should run searches exclusively via saved searches, then the standard search (search by index data and full-text search) can be switched off using this system role.

Also applies for enaio® webclient.

95 Client: Show number of objects in register tree

The folder type option 'Determine number of objects in register tree' is not available to users.

The rights system is ignored when determining the number of objects. For that reason, this data is imprecise in enaio® client.

59

Client: Add icon

Include icons in the system's data pool

60

Client: Delete icon

Remove icons from the system's data pool

64

Client: Edit static layers of other users

Edit static layers you did not create yourself

93

Client: Manage public desktop

Manage the public desktop for all users

38

Client: Edit SQL queries

Create and edit SQL queries

92

Client: Subscriptions for others

Allows users to create subscriptions for other users

Also applies for enaio® webclient.

39

Client: Manage subscriptions

Manage and delete subscription of all users

Also applies for enaio® webclient.

91

Client: Follow-ups for others

Allows users to create follow-ups for other users

Also applies for enaio® webclient.

55

Client: Manage follow-ups

Manage and delete follow-ups of all users

Also applies for enaio® webclient.

98 Client: Undo the checkout for others

Undo the checkout of documents of other users.

The 'Write object' right for the document type is also required.

45

Client: Debug events

Run events for the client in debug mode

49

Client: Create events

Edit events for client and server

75

Client: Change archiving status

Give documents the property 'archivable' or 'non-archivable'

Also applies for enaio® webclient.

53

Client: Delete archived documents

Delete documents with the 'archived' status

Also applies for enaio® webclient.

57

Client: Execute changes in batch mode

Carry out collective editing for several selected objects in a hit list

73

Client: Always show variant administration

Users who have no write permissions for index data or objects can open variant administration in read-only mode, but are not allowed to create new variants or assign the 'active variant' status to other variants

Also applies for enaio® webclient.

76

Client: Show favorites

Favorites are managed and displayed for each user.

Also applies for enaio® webclient.

81

Client: View preview annotations

Show annotations in the PDF preview

Also applies for enaio® webclient.

82

Client: Edit preview annotations

Create, edit, and delete annotations in the PDF preview

Also applies for enaio® webclient.

20

WF-Admin: Start

Start enaio® administrator-for-workflow

In addition, functions are permitted in the client:

Cancel process, cancel process step, clear personalization, assign process step (see system role 62).

21

WF-Editor: Start

Start enaio® editor-for-workflow

22

WF-Editor: Edit organization

Edit workflow organization

58

WF-Editor: Report presence/absence of users

Set presence of other workflow users

23

WF-Editor: Create model

Create workflow model

24

WF-Processes: Start via import

Start workflow processes via a system import which is run via the automatic action 'Data/document import'

25

WF-Simulation: Start

Start a workflow simulation

26

WF-Script: Start

Start runtime environment for workflow scripts

27

Enterprise-Manager: Start

Start enaio® enterprise-manager

72

Server: Switch job context

Allows users to execute jobs with user context changes.

Also applies for enaio® webclient.

88

Server: Execute Ado jobs

Allows users to run ADO jobs.

The following registry entry is required for this system role: Security\SecureJobs=1

Click Extras in the menu bar to show or hide system role IDs of the system roles in the remote user administration and the configuration dialog of the security system.