Record container privilege combinations - Manage Records - Foundation 24.1 - Foundation 24.1 - Ready - Perceptive Content

Create a record category type

To create a new record category type, you must have the privilege listed in the following table.

Privilege	Result
Department > Manage > Record Category Types	You can access the Record Category Types pane in = Management Console.

Modify a record category type

To modify the Name and Description fields for a record category type, as well as mark it as Is Active, you must have the privileges listed in the following table.

Privilege	Result
Department > Manage > Record Category Types	You can access the Record Category Types pane in = Management Console.
Record Category Type > Manage	You can view and modify instances of this record category type in Perceptive ContentManagement Console, File Plan Designer, and Perceptive Content.

Assign custom properties to a record category type

To assign existing custom properties to a record category type, you must have the privileges listed in the following table.

Privilege	Result
Department > Manage > Record Category Types	You can access the Record Category Types pane in = Management Console.
Record Category Type > Manage	You can view and modify instances of this record category type in Perceptive ContentManagement Console, File Plan Designer, and Perceptive Content.

Use a record category type

To perform any action on a record category in ImageNow Explorer or the viewer, you must have the privileges listed in the following table for the record category type. If you have the following privileges, you can perform any actions for the record category type granted by File Plan privileges.

Privilege	Result
Department > Manage > Record Category Types	You can access the Record Category Types pane in = Management Console.
Record Category Type > Use	You can perform any operations for this record category type granted to the user by File Plan privileges.

Create a record category

To create a new record category in File Plan Designer, you must have the following privileges.

Privilege	Result
Department > Manage > Record Category Types	You can access the Record Category Types pane in = Management Console.
Record Category Type > Manage	You can view and modify instances of this record category type in Perceptive ContentManagement Console, File Plan Designer, and Perceptive Content.
Record Category Type > Use	You can perform any operations for this record category type granted to the user by File Plan privileges.
Department > Manage > File Plans	You can access File Plan Designer.
File Plan > Content > Create/Append	You can create or modify record categories.
File Plan > Content > Open	You can open file plan elements.
File Plan > Content > Search	You can view elements such as record categories or record folders in a file plan.

Add content to a record category

To create a record folder in a record category or to declare a record in a record category, you must have the following privileges.

Privilege	Result
Department > Manage > File Plans	You can access File Plan Designer.
File Plan > Content > Open	You can open file plan elements.
File Plan > Content > Search	You can view elements such as record categories or record folders in a file plan.
File Plan > Content > Create/Append	You can create or modify record categories
Record Category > File Content	You can add a record folder or record to the record category.
Record Folder Type > Use	You can perform any operations for this record category type granted to the user by File Plan privileges.

View a record category in the Explorer grid

To retrieve a record category or any of its contents in a search or a view in ImageNow Explorer, you must have either of the following privileges.

Privilege	Result
Record Category > Search	You can view the record category in ImageNow Explorer.
File Plan > Content > Search	You can view elements in a file plan in ImageNow Explorer.

Create a record folder type

To create a new record folder type, you must have the privilege listed in the following table.

Privilege	Result
Department > Manage > Record Folder Types	You can access the Record Folder Types pane in = Management Console.

Modify a record folder type

To modify the Name and Description fields for a record folder type, as well as mark it as Is Active, you must have the privileges listed in the following table.

Privilege	Result
Department > Manage > Record Folder Types	You can access the Record Folder Types pane in = Management Console.
Record Folder Type > Manage	You can view and modify instances of this record folder type in Perceptive ContentManagement Console, File Plan Designer, and Perceptive Content.

Assign custom properties to a record folder type

To assign existing custom properties to a record folder type, you must have the privileges listed in the following table.

Privilege	Result
Department > Manage > Record Folder Types	You can access the Record Folder Types pane in = Management Console.
Record Folder Type > Manage	You can view and modify instances of this record folder type in Perceptive ContentManagement Console, File Plan Designer, and Perceptive Content.

Use a record folder type

To perform any action on a record folder in ImageNow Explorer or the viewer, you must have the privileges listed in the following table for the record folder type. If you have the following privileges, you can perform any actions for the record folder type granted by File Plan privileges.

Privilege	Result
Department > Manage > Record Folder Types	You can access the Record Folder Types pane in = Management Console.
Record Folder Type > Use	You can perform any operations for this record category type granted to the user by File Plan privileges.

Create a record folder

To create a new record folder in File Plan Designer, you must have the following privileges.

Privilege	Result
Department > Manage > Record Folder Types	You can access the Record Folder Types pane in = Management Console.
Record Folder Type > Manage	You can view and modify instances of this record folder type in Perceptive ContentManagement Console, File Plan Designer, and Perceptive Content.
Record Folder Type > Use	You can perform any operations for this record folder type granted to the user by File Plan privileges.
Department > Manage > File Plans	You can access File Plan Designer.
File Plan > Content > Open	You can open file plan elements.
File Plan > Content > Search	You can view elements such as record categories or record folders in a file plan.
File Plan > Content > Create/Append	You can create or modify record folders.

Add content to a record folder

To create a record folder in a record folder or to declare a record in a record folder, you must have the following privileges on the parent record folder.

Privilege	Result
Department > Manage > File Plans	You can access File Plan Designer.
File Plan > Content > Open	You can open file plan elements.
File Plan > Content > Search	You can view elements such as record categories or record folders in a file plan.
File Plan > Content > Create/Append	You can create or modify record folders.
Record Folder > File Content	You can add a record folder or record to the record folder.
Record Folder Type > Use	You can perform any operations for this record folder type granted to the user by File Plan privileges.

View a record folder in the Explorer grid

To retrieve a record folder or any of its contents in a search or a view in ImageNow Explorer, you must have either of the following privileges.

Privilege	Result
Record Folder > Search	You can view the record folder in ImageNow Explorer.
File Plan > Content > Open	You can open file plan elements.
File Plan > Content > Search	You can view elements in a file plan in ImageNow Explorer.