Record Update permissions by user type
For more information about these permissions, see About Record Update permissions.
Some of the Yes settings below may default initially to No, but can be switched to Yes. These are marked in bold.
| Permission | Administrator | Records Manager | Records Co-ordinator |
Knowledge Worker | Contributor | Inquiry User |
|---|---|---|---|---|---|---|
| Create Records | Yes | Yes | Yes | Yes | Yes | No |
| Modify Records | Yes | Yes | Yes | Yes | No | No |
| Delete Records | Yes | Yes | No | No | No | No |
| Reverse Final Declaration | Yes | Yes | Yes | No | No | No |
| Create New Parts | Yes | Yes | Yes | No | No | No |
| Reclass Corporate and Vital Records | Yes | Yes | No | No | No | No |
| Process Requests | Yes | Yes | Yes | No | No | No |
|
Administer Requests and Storage Provider Locations |
Yes | Yes | No | No | No | No |
| Make Requests | Yes | Yes | Yes | Yes | Yes | No |
| Make recurring requests | Yes | Yes | Yes | Yes | Yes | No |
| Make permanent retrieval requests | Yes | Yes | Yes | Yes | Yes | No |
| Record Administration | Yes | Yes | No | No | No | No |
| Record Administration (Restricted) | Yes | No | No | No | No | No |
| Record Archivist | Yes | Yes | No | No | No | No |
| Record archivist administrator | Yes | Yes | No | No | No | No |
| Extract document | Yes | Yes | Yes | Yes | Yes | Yes |
| Extract sensitive documents | Yes | Yes | Yes | Yes | Yes | Yes |
| Document Update | Yes | Yes | Yes | Yes | No | No |
| Document Delete | Yes | Yes | Yes | No | No | No |
| Append to Existing Notes | Yes | Yes | Yes | Yes | No | No |
| Add Records Relationships | Yes | Yes | Yes | Yes | Yes | No |
| Remove Records Relationships | Yes | Yes | Yes | Yes | No | No |
| Attach Contacts | Yes | Yes | Yes | Yes | Yes | No |
| Remove Contacts | Yes | Yes | Yes | Yes | No | No |
| Set Container | Yes | Yes | Yes | Yes | Yes | No |
| Change Container | Yes | Yes | Yes | Yes | No | No |
| Remove from Container | Yes | Yes | Yes | Yes | No | No |
| Close a Container | Yes | Yes | Yes | No | No | No |
| Modify Record Security | Yes | Yes | Yes | Yes | No | No |
| Modify Record Access | Yes | Yes | Yes | Yes | No | No |
| Set Record Archiving Dates | Yes | Yes | Yes | No | No | No |
| Create Communications | Yes | Yes | Yes | Yes | No | No |
| Manage Communications | Yes | Yes | No | No | No | No |
| Remove Previous Revisions | Yes | Yes | Yes | No | No | No |
| Remove Renditions | Yes | Yes | Yes | No | No | No |
| Approve Record Disposal | Yes | Yes | Yes | No | No | No |
| Modify Record Additional Field Values | Yes | Yes | Yes | Yes | Yes | No |
| Discard Document Checkouts | Yes | Yes | No | No | No | No |
| Document Review Administration | Yes | Yes | Yes | Yes | No | No |
| Document Rendering administration | Yes | Yes | Yes | No | No | No |
| Share records externally | Yes | Yes | Yes | Yes | No | No |
| Modify record classification | Yes | Yes | Yes | Yes | No | No |
| Modify record record type | Yes | Yes | Yes | Yes | No | No |
| Recycle bin | Yes | Yes | Yes | Yes | No | No |
| Recycle team records | Yes | Yes | Yes | Yes | No | No |
| Can View Hold Properties | Yes | Yes | Yes | Yes | Yes | Yes |
| Modify a phrase in the title or notes | Yes | Yes | No | No | No | No |
| Promote schedule to container | Yes | Yes | Yes | Yes | No | No |