Application plan privilege combinations - Manage Records - Foundation 24.1 - Foundation 24.1 - Ready - Perceptive Content - external

Manage Records

Platform
Perceptive Content
Product
Manage Records
Release
Foundation 24.1
License

The privilege tables in this topic describe the individual privileges you need to use, manage, and view application plans.

Create an application plan

To create a new Agent, External, Interact, or Manual application plan, you must have the following privileges.

Privilege Result
Department > Manage > Application Plans You can access the Application Plans tab in = Management Console.

Modify an application plan

To design and modify an Agent, External, Interact, or Manual application plan, you must have the following privileges.

Privilege Result
Department > Manage > Application Plans You can access the Application Plans tab in = Management Console.
Application Plans > Manage You can rename, copy, modify, or change the settings for the application plan.

Delete an application plan

To permanently delete an Agent, External, Interact, or Manual application plan, you must have the following privileges.

Privilege Result
Department > Manage > Application Plans You can access the Application Plans tab in = Management Console.
Application Plans > Manage You can rename, copy, modify, delete, or change the settings for the application plan.

Run a view action

To run a view action while in an application plan, you must have the following privileges.

Privilege Result
Department > Manage > Application Plans You can access the Application Plans tab in = Management Console.
Application Plans > Manage You can rename, copy, modify, or change the settings for the application plan.
Application Plans > View You can run view actions in the application plan

Configure LearnMode Options

To configure LearnMode options in the Perceptive Content Options dialog box, you must have the following privileges.

Privilege Result
Department > Manage > Application Plans You can access the Application Plans tab in = Management Console.
Global > Manage > LearnMode Options You can access the LearnMode pane in the Perceptive Content Options dialog box.

Declare a record from an application plan

To declare a new record from a document in an application plan, you must have the following privileges.

Privilege Result
Department > Manage > Application Plans You can access the Application Plans tab in = Management Console.
Application Plans > Declare Records You can declare and re-link a record when using the application plan.

Automatically create a record folder

To automatically create a record folder for a linked record in an application plan, you must have the following privileges.

Privilege Result
Department > Manage > Application Plans You can access the Application Plans tab in = Management Console.
File Plan > Content > Create/Append You can create elements in a file plan and append pages to existing records.
Application Plans > Declare Records You can declare and re-link a record when using the application plan.
Application Plans > Auto Create Record Folders You can automatically create record folders when linking records while using the application plan.