Record capture 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 capture records. Note that users require no privileges to capture record categories, record folders, and records using Import Agent.

Create a capture profile

To create a new capture or source profile, you must have the following privileges.

Privilege Result
Department > Manage > Capture Profiles You can access the Capture tab in Management Console.

Copy a capture profile

To copy a capture or source profile, you must have the following privileges.

Privilege Result
Department > Manage > Capture Profiles You can access the Capture tab in Management Console.
Capture > Manage You can copy, modify, or delete capture profiles and source profiles.

Modify a capture profile

To modify the name, description, and Import Agent settings for a capture or source profile, you must have the following privileges.

Privilege Result
Department > Manage > Capture Profiles You can access the Capture tab in Management Console.
Capture > Manage You can copy, modify, or delete capture profiles and source profiles.

Delete a capture profile

To permanently delete a capture or source profile, you must have the following privileges.

Privilege Result
Department > Manage > Capture Profiles You can access the Capture tab in Management Console.
Capture > Manage You can copy, modify, or delete capture profiles and source profiles.

Use a capture profile to import

To import content according to the behavior set by a capture profile, you must have the following privileges. However, you require no privileges to import content using DoD Record mode in Import Agent.

Privilege Result
File Plan > Content > Create/Append You can create elements in a file plan and append pages to existing records.
Capture > Use You can use the capture profile to import content to Perceptive Content.