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Group Permissions

Document Management

• Doc Delete: Ability to logically delete documents.
• Doc Export/Email: Ability to export and email documents.
• Doc Hold: Ability to place a “hold” on a document, making it so the document cannot be modified until the “hold” is removed.
• Release Hold: Ability to release a hold on all documents the user can access.
• Doc Finalize: Ability to finalize a document, making it so it can no longer be modified in any way.
• Doc Check-In/Out: Ability to check a document out, then back in as a new version.
• Release Check-Out: Ability to release checked out documents.
• Recover: Ability to recover logically deleted documents and folders, as well as document versions.
• Doc View: Ability to view documents.
• Doc Add: Ability to add new documents.
• Doc Edit: Ability to edit documents.
• Process Mail Merge: Ability to process mail merge templates.
• Mail Merge Template: Ability to create mail merge templates.
• Workflow/Onboard: Ability to add, edit and delete Workflows and Onboards.
• Retention: Ability to add, edit and delete Retention Settings.

CM Management

• CM Read: Ability to view the CM menu in PinPoint.
• CM Edit: Ability to add and edit Campaigns, Opportunities, Reminders, Appointments and CM Templates.
• CM Delete: Ability to delete Campaigns, Opportunities, Reminders, Appointments and CM Templates.
• CM Acc Read: Ability to view Accounts and Contacts.
• CM Acc Edit: Ability to add and edit Accounts and Contacts.
• CM Acc Delete: Ability to delete Accounts and Contacts.

Security Management

• Group: Ability to add, edit and delete security groups.
• User: Ability to add, edit and delete non-Super Users.
• Audit Log: Ability to access the system Audit Log, showing all activity within the system.
• Distribution/Temp/Prox: Ability to add, edit and delete Distribution Rules, Templates and Proximity Search.
• Report: Ability to run all system reports.

Structure Management

• Doc Type Add: Ability to create document types.
• Doc Type Edit: Ability to edit existing document types.
• Doc Type Delete: Ability to delete document types that are not being used.
• Cabinet Add: Ability to create cabinets.
• Cabinet Edit: Ability to edit existing cabinets.
• Cabinet Delete: Ability to delete empty cabinets.
• Manage Folder: Ability to add, edit and delete folders.
• LMS: Ability to Manage Courses.