| Roles | Description |
|---|---|
| Actions | |
| View | This permission allows users to view dashboards and their own user profile |
| Create | This permission allows users to create files, folders, annotations, issues, compares, and workflows |
| Modify | This permission allows users to edit or modify files, folders, annotations, issues, compares, and workflows |
| Delete | This permission allows users to delete files, folders, annotations, issues, compares, and workflows |
| All Admin Actions | This permission allows users to view, create, modify and delete files, forms, workflows, users, submitted and submitted issues, roles, teams , forms, datasets, email templates, events, and actions |
| View Main Pages | Denial of this permission is for systems with guest access enabled. Prevent guests from navigating 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 | |
| Create Company | This permission 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 | This permission 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 | This permission 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 | This permission allows users to create datasets in Blue Relay. This item is inherited from the higher level action: All Admin Actions |
| View Data Set Action | This permission 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 | This permission allows users to modify datasets in Blue Relay. This item is inherited from the higher level action: All Admin Actions |
| Delete Data Set Action | This permission allows users to delete datasets in Blue Relay. This item is inherited from the higher level action: All Admin Actions |
| View Email Template Action | This permission 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 | This permission 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 | This permission 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 | This permission allows users to delete email templates in Blue Relay. This item is inherited from the higher level action: All Admin Actions |
| View Event Action | This permission 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 | This permission allows users to create events in Blue Relay. This item is inherited from the higher level action: All Admin Actions |
| Modify Event Action | This permission allows users to modify events in Blue Relay. This item is inherited from the higher level action: All Admin Actions |
| Delete Event Action | This permission allows users to delete events in Blue Relay. This item is inherited from the higher level action: All Admin Actions |
| Create File | This permission 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 | This permission allows users to modify files in Blue Relay. This item is inherited from the higher level action: Modify Action. |
| Delete File | This permission allows users to delete files in Blue Relay. This item is inherited from the higher level action: Delete Action. |
| Print File | This permission allows users to print files in Blue Relay. This item is inherited from the higher level action: Distribution Actions |
| Download PDF Files | This permission allows users to download pdf files in Blue Relay. This item is inherited from the higher level action: Distribution Actions |
| Download Non-PDF Files | This permission allows users to download non-pdf files in Blue Relay. This item is inherited from the higher level action: Distribution Actions |
| View Files Action | This permission 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 | This permission allows users to create folders in Blue Relay. This item is inherited from the higher level action: Create Action |
| Modify Folder | This permission allows users to modify folders in Blue Relay. This item is inherited from the higher level action: Modify Action. |
| Delete Folder | This permission allows users to delete folders in Blue Relay. This item is inherited from the higher level action: Delete Action. |
| Create Form Definition Action | This permission 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 | This permission allows users to modify forms in Blue Relay. This item is inherited from the higher level action: All Admin Actions |
| Delete Form Definition Action | This permission allows users to delete forms in Blue Relay. This item is inherited from the higher level action: All Admin Actions |
| View Form Definition Action | This permission 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 | This permission allows admins to create groups/teams in Blue Relay. This item is inherited from the higher level action: All Admin Actions |
| Modify Group | This permission allows admins to modify groups/teams in Blue Relay. This item is inherited from the higher level action: All Admin Actions |
| Delete Group | This permission allows admins to delete groups/teams in Blue Relay. This item is inherited from the higher level action: All Admin Actions |
| View Group Action | This permission 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 | This permission 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 | This permission 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 | This permission 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 | This permission 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 | This permission allows users to merge documents. This item is inherited from the higher level action: Create Action |
| Modify Merge | This permission allows users to modify merged documents. This item is inherited from the higher level action: Modify Action |
| Delete Merge | This permission allows users to delete merged documents. This item is inherited from the higher level action: Delete Action |
| Modify Navigation Bar Action | This permission 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 | This permission allows users to view reports page in Blue Relay. This item is inherited from the higher level action: View Main Pages Action |
| Create Role | This permission allows admins to create roles in Blue Relay. This item is inherited from the higher level action: All Admin Actions |
| Modify Role | This permission allows admins to modify roles in Blue Relay. This item is inherited from the higher level action: All Admin Actions |
| Delete Role | This permission allows admins to delete roles in Blue Relay. This item is inherited from the higher level action: All Admin Actions |
| View Role Action | This permission allows users to view roles in Blue Relay. This item is inherited from the higher level action: View Main Pages Action |
| View Security Action | This permission 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 | This permission 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 | This permission allows users to create a status in Blue Relay. This item is inherited from the higher level action: All Admin Actions |
| Modify Status Action | This permission allows users to modify a status in Blue Relay. This item is inherited from the higher level action: All Admin Actions |
| Delete Status Action | This permission allows users to delete a status in Blue Relay. This item is inherited from the higher level action: All Admin Actions |
| Create Task | This permission 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 | This permission allows users to modify tasks in Blue Relay workflows. This item is inherited from the higher level action: Modify Actions. |
| Delete Task | This permission allows users to delete tasks in Blue Relay workflow template. This item is inherited from the higher level action: Delete Actions. |
| Activate Task | This permission allows users to activate tasks in Blue Relay workflows. This item is inherited from the higher level action: Modify Actions. |
| Reassign Task Action | This permission allows users to reassign tasks in Blue Relay workflows. This item is inherited from the higher level action: Modify Actions. |
| Create User | This permission allows admins to create users in Blue Relay. This item is inherited from the higher level action: All Admin Actions. |
| Modify User | This permission allows admins to modify users in Blue Relay. This item is inherited from the higher level action: All Admin Actions. |
| Delete User | This permission allows admins to delete users in Blue Relay. This item is inherited from the higher level action: All Admin Actions. |
| View User Action | This permission allows users to view users page in Blue Relay. This item is inherited from the higher level action: View User Action |
| Activate Workflow Action | This permission allows users to activate workflows in Blue Relay, This is required in conjunction with Activate Task Action to activate a workflow |
| View Workflow Template Action | This permission 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 | This permission allows users to create workflows in Blue Relay. This item is inherited from the higher level action: All Admin Actions |
| Modify Workflow Template Action | This permission allows users to modify workflows in Blue Relay. This item is inherited from the higher level action: All Admin Actions |
| Delete Workflow Template Action | This permission allows users to delete workflows in Blue Relay. This item is inherited from the higher level action: All Admin Actions |
View Workspace Action | This permission 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 |
Understanding Different Roles Print
Modified on: Wed, 19 Feb, 2025 at 3:26 PM
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