This page outlines the description of various roles and a table to map inherited actions across roles.
TABLE OF CONTENTS
Role and Actions Description
| Roles | Description |
|---|---|
| View | Allow users to view dashboards and their own user profile |
| Create | Allow users to create files, folders, annotations, issues, compares, and workflows |
| Modify | Allow users to edit or modify files, folders, annotations, issues, compares, and workflows |
| Delete | Allow users to delete files, folders, annotations, issues, compares, and workflows |
| All Admin Actions | Allow users to view, create, modify and delete files, forms, workflows, users, submitted and submitted issues, roles, teams , forms, datasets, email templates, events, and actions |
| Manage Companies | Allows users to create, modify and delete companies. |
| View Main Pages | Denied by default for guest access. Prevents guests from navigating to any other BR page except for the specific file(s) they may be allowed to see. Otherwise, Denies Files, Workspaces, Reports, Users, Teams, Roles, Workflows, Forms, Statuses, Emails, Data Sets, Events, and Security |
| Distribution | Manage Downloading and Printing of ALL files. PDF and Non-PDF/Source |
| Advanced Role Configurations | The actions below are inherited by the roles above. |
| Create Company | Allows admins to create companies/sub-companies created in Blue Relay. This item is inherited from the higher level action: Manage Companies Action |
| Modify Company | Allows admins to modify companies/sub-companies created in Blue Relay. This item is inherited from the higher level action: Manage Companies Action |
| Delete Company | Allows admins to delete companies/sub-companies created in Blue Relay. This item is inherited from the higher level action: Manage Companies Action |
| Create Data Set Action | Allows users to create datasets in Blue Relay. This item is inherited from the higher level action: All Admin Actions |
| View Data Set Action | Allows users to view the dataset page in Blue Relay. This item is inherited from the higher level action: View Main Pages Action |
| Modify Data Set Action | Allows users to modify datasets in Blue Relay. This item is inherited from the higher level action: All Admin Actions |
| Delete Data Set Action | Allows users to delete datasets in Blue Relay. This item is inherited from the higher level action: All Admin Actions |
| View Email Template Action | Allows users to view email template page in Blue Relay. Denying this permission would not allow users to view the email template irrespective of whether the create email Template action is turned on. This item is inherited from the higher level action: View Main Pages Action |
| Create Email Template Action | Allows users to create email templates in Blue Relay. This item is inherited from the higher level action: All Admin Actions |
| Modify Email Template Action | Allows users to modify email templates in Blue Relay. This item is inherited from the higher level action: All Admin Actions |
| Delete Email Template Action | Allows users to delete email templates in Blue Relay. This item is inherited from the higher level action: All Admin Actions |
| View Event Action | Allows users to view the events page in Blue Relay. This item is inherited from the higher level action: View Main Pages Action |
| Create Event Action | Allows users to create events in Blue Relay. This item is inherited from the higher level action: All Admin Actions |
| Modify Event Action | Allows users to modify events in Blue Relay. This item is inherited from the higher level action: All Admin Actions |
| Delete Event Action | Allows users to delete events in Blue Relay. This item is inherited from the higher level action: All Admin Actions |
| Create File | Allows users to create files in Blue Relay. This item is inherited from the higher level action: Create Action. On denying this permission, the user will not be able to restore to past version for files. |
| Modify File | Allows users to modify files in Blue Relay. This item is inherited from the higher level action: Modify Action. |
| Delete File | Allows users to delete files in Blue Relay. This item is inherited from the higher level action: Delete Action. |
| Print File | Allows users to print files in Blue Relay. This item is inherited from the higher level action: Distribution Actions |
| Download PDF Files | Allows users to download pdf files in Blue Relay. This item is inherited from the higher level action: Distribution Actions |
| Download Non-PDF Files | Allows users to download non-pdf files in Blue Relay. This item is inherited from the higher level action: Distribution Actions |
| View Files Action | Allows users to view the files/folders page in Blue Relay. This item is inherited from the higher level action: View Main Pages Action |
| Create Folder | Allows users to create folders in Blue Relay. This item is inherited from the higher level action: Create Action |
| Modify Folder | Allows users to modify folders in Blue Relay. This item is inherited from the higher level action: Modify Action. |
| Delete Folder | Allows users to delete folders in Blue Relay. This item is inherited from the higher level action: Delete Action. |
| Create Form Definition Action | Allows users to create form definitions in Blue Relay. This item is inherited from the higher level action: All Admin Actions |
| Modify Form Definition Action | Allows users to modify forms in Blue Relay. This item is inherited from the higher level action: All Admin Actions |
| Delete Form Definition Action | Allows users to delete forms in Blue Relay. This item is inherited from the higher level action: All Admin Actions |
| View Form Definition Action | Allows users to view the forms page in Blue Relay. This item is inherited from the higher level action: View Main Pages Action |
| Create Group | Allows admins to create groups/teams in Blue Relay. This item is inherited from the higher level action: All Admin Actions |
| Modify Group | Allows admins to modify groups/teams in Blue Relay. This item is inherited from the higher level action: All Admin Actions |
| Delete Group | Allows admins to delete groups/teams in Blue Relay. This item is inherited from the higher level action: All Admin Actions |
| View Group Action | Allows users to view groups/teams in Blue Relay. This item is inherited from the higher level action: View Main Pages Action |
| Create Markup & Issue | Allows users to create markup/annotations and issues on documents in Blue Relay. This item is inherited from the higher level action: Create Action |
| Modify Markup & Issue | Allows users to modify markup/annotation and issues in Blue Relay. This item is inherited from the higher level action: Modify Action |
| Delete Markup & Issue | Allows users to delete markup/annotation and issues in Blue Relay. This item is inherited from the higher level action: Delete Action |
| View Unsubmitted Issues | Allows users to view unsubmitted issues created by other users in Blue Relay. This item is inherited from the higher level action: All Admin Action |
| Create Merge | Allows users to merge documents. This item is inherited from the higher level action: Create Action |
| Modify Merge | Allows users to modify merged documents. This item is inherited from the higher level action: Modify Action |
| Delete Merge | Allows users to delete merged documents. This item is inherited from the higher level action: Delete Action |
| Modify Navigation Bar Action | Allows users to modify the left navigation bar in Blue Relay. This item is inherited from the higher level action: All Admin Action |
| View Reports Action | Allows users to view reports page in Blue Relay. This item is inherited from the higher level action: View Main Pages Action |
| Create Role | Allows admins to create roles in Blue Relay. This item is inherited from the higher level action: All Admin Actions |
| Modify Role | Allows admins to modify roles in Blue Relay. This item is inherited from the higher level action: All Admin Actions |
| Delete Role | Allows admins to delete roles in Blue Relay. This item is inherited from the higher level action: All Admin Actions |
| View Role Action | Allows users to view roles in Blue Relay. This item is inherited from the higher level action: View Main Pages Action |
| View Security Action | Allows admins to view the security tab on their profile in Blue Relay. The security tab is the section used for generating tokens for API connections. We have also added a license feature to support a global block on access to the security page. This item is inherited from the higher level action: View Main Action Pages |
| View Status Action | Allows users to view the status definition page in Blue Relay. This can be turned off for most regular users. Denying this permission does not affect the ability to view the status of file/folder. This item is inherited from the higher level action: View Main Action Pages |
| Create Status Action | Allows users to create a status in Blue Relay. This item is inherited from the higher level action: All Admin Actions |
| Modify Status Action | Allows users to modify a status in Blue Relay. This item is inherited from the higher level action: All Admin Actions |
| Delete Status Action | Allows users to delete a status in Blue Relay. This item is inherited from the higher level action: All Admin Actions |
| Create Task | Allows users to create tasks in Blue Relay workflows. This requires workflow template permission turned on. This item is inherited from the higher level action: Create Action. |
| Modify Task | Allows users to modify tasks in Blue Relay workflows. This item is inherited from the higher level action: Modify Actions. |
| Delete Task | Allows users to delete tasks in Blue Relay workflow template. This item is inherited from the higher level action: Delete Actions. |
| Activate Task | Allows users to activate tasks in Blue Relay workflows. This item is inherited from the higher level action: Modify Actions. |
| Reassign Task Action | Allows users to reassign tasks in Blue Relay workflows. This item is inherited from the higher level action: Modify Actions. |
| Create User | Allows admins to create users in Blue Relay. This item is inherited from the higher level action: All Admin Actions. |
| Modify User | Allows admins to modify users in Blue Relay. This item is inherited from the higher level action: All Admin Actions. |
| Delete User | Allows admins to delete users in Blue Relay. This item is inherited from the higher level action: All Admin Actions. |
| View User Action | Allows users to view users page in Blue Relay. This item is inherited from the higher level action: View User Action |
| Activate Workflow Action | Allows users to activate workflows in Blue Relay, This is required in conjunction with Activate Task Action to activate a workflow. This item is inherited from the higher level action: Modify Actions. |
| View Workflow Template Action | Allows users to view workflow page in Blue Relay. Users can still view the workflow in a file/folder on denying this permission. This item is inherited from the higher level action: View Main Action Pages |
| Create Workflow Template Action | Allows users to create workflows in Blue Relay. This item is inherited from the higher level action: All Admin Actions |
| Modify Workflow Template Action | Allows users to modify workflows in Blue Relay. This item is inherited from the higher level action: All Admin Actions |
| Delete Workflow Template Action | Allows users to delete workflows in Blue Relay. This item is inherited from the higher level action: All Admin Actions |
View Workspace Action | Allows users to view workspaces in Blue Relay. Denying this permission does not affect the ability of users to have access via direct API/link. This item is inherited from the higher level action: Main Pages Action |
Role and Actions Map
This section lays out the relationships between action inheritance and parent roles.
| Parent Roles | ||||||||
| Inherited Actions | View | Create | Modify | Delete | All Admin Actions | Manage Companies | View Main Pages | Distribution |
| Create Company | X | |||||||
| Modify Company | X | |||||||
| Delete Company | X | |||||||
| Create Data Set Action | X | |||||||
| View Data Set Action | X | |||||||
| Modify Data Set Action | X | |||||||
| Delete Data Set Action | X | |||||||
| View Email Template Action | X | |||||||
| Create Email Template Action | X | |||||||
| Modify Email Template Action | X | |||||||
| Delete Email Template Action | X | |||||||
| View Event Action | X | |||||||
| Create Event Action | X | |||||||
| Modify Event Action | X | |||||||
| Delete Event Action | X | |||||||
| Create File | X | X | X | |||||
| Modify File | X | X | ||||||
| Delete File | X | |||||||
| Print File | X | |||||||
| Download PDF Files | X | |||||||
| Download Non-PDF Files | X | |||||||
| View Files Action | X | |||||||
| Create Folder | X | X | X | |||||
| Modify Folder | X | X | ||||||
| Delete Folder | X | |||||||
| Create Form Definition Action | X | |||||||
| Modify Form Definition Action | X | |||||||
| Delete Form Definition Action | X | |||||||
| View Form Definition Action | X | |||||||
| Create Group | X | |||||||
| Modify Group | X | |||||||
| Delete Group | X | |||||||
| View Group Action | X | |||||||
| Create Markup & Issue | X | |||||||
| Modify Markup & Issue | X | |||||||
| Delete Markup & Issue | X | |||||||
| View Unsubmitted Issues | X | |||||||
| Create Merge | X | |||||||
| Modify Merge | X | |||||||
| Delete Merge | X | |||||||
| Modify Navigation Bar Action | X | |||||||
| View Reports Action | X | |||||||
| Create Role | X | |||||||
| Modify Role | X | |||||||
| Delete Role | X | |||||||
| View Role Action | X | |||||||
| View Security Action | X | |||||||
| View Status Action | X | |||||||
| Create Status Action | X | |||||||
| Modify Status Action | X | |||||||
| Delete Status Action | X | |||||||
| Create Task | X | |||||||
| Modify Task | X | |||||||
| Delete Task | X | |||||||
| Activate Task | X | |||||||
| Reassign Task Action | X | |||||||
| Create User | X | |||||||
| Modify User | X | |||||||
| Delete User | X | |||||||
| View User Action | X | |||||||
| Activate Workflow Action | X | |||||||
| View Workflow Template Action | X | |||||||
| Create Workflow Template Action | X | |||||||
| Modify Workflow Template Action | X | |||||||
| Delete Workflow Template Action | X | |||||||
View Workspace Action | X | |||||||