Section 5: Administrative Functions
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      3. Section 5: Administrative Functions

      Project Enrollments and Rights

      Click here for a video overview

      1. Located in the top tool bar under projects.
      1. Select update and then select the project to update.
      1. Enrollment (Multiple users can be selected at one time).
        • Enroll and unenroll users from the project.
      1. Rights- Rights (Multiple users can be selected at one time).
        • Access Level:
        • Admin: can update project maintenance items (items in this section).
        • User: has access to the project and rights granted.
        • Reviewer: only have access to review sets when enabled. If not enabled, they have access to the full database but not search.

       

       

      All Rights: Gives user all rights below.

        • Document Rights:
        • Create Global Fields: Users can add fields to the DB for all.
        • Edit Global Fields: Users can update Global Fields.
        • Bulk Tag: User can use Group Tagging.
        • Annotate Tag Documents: User can annotate and redact.
        • Download Document: Users can download all versions of the document.
        • Print Document: Users can print images.
        • Reporting Rights:
        • Audit Log Report: Users can run the Audit Log.
        • Metadata Report: Users can run the Metadata report.
        • Searching Rights:
        • Full Text Searching: Uses can perform Full Text searches.
        • Exporting Rights:
        • Export Documents: Users can use self Self Service Production to export records
      1. Rights- Filters (Multiple users can be selected at one time)
        • View Rights:
        • Hide Image Tab: restricts user’s access to the Image.
        • Hide Native Tab: restricts user’s access to the Native.
        • Hide Text Tab: restricts user’s access to the Text.
        • Hide HTML Tab: restricts user’s access to the HTML
        • Filter Rights:
        • Users can use search criteria to restrict a user to only see records that match the search results.
      1. Fields (Multiple users can be selected at one time).
        • Selected fields will be available to view and search in the project.
        • Fields can be sorted to only show All/User/ System fields.
      1. Invitations:

      Existing users can be selected on the left-hand side.

      New users or users not under your account can be input via email.

        • You can use a semicolon (;) between email addresses to add multiple addresses.
        • Select Apply to verify email addresses.
        • Select access level.
        • Select expiration date: This only disables the invitation past the date. If a user accepts the invite, they will have access until removed or project is deleted.
        • Select user rights.
        • Submit: The invite will be sent via email.