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. |