Globodox Security > Privileges

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Privileges control the ability of a user to perform a specific action. Privileges are granted to Roles and users are assigned to one or more Roles. Privileges cannot directly be granted to a user. A user will only be allowed to perform an action if any of the roles to which the user has been assigned has been granted the privilege to perform that action.

For more information about privileges, see Security Basics

Globodox divides privileges in two different lists called the Core Privileges and the Other Privileges.

Core Privileges: The Core Privilege lists all the entities to which you can apply privileges. The following entities are...

Document: You can control what a user can or cannot do with a document in Globodox.

Add	Add documents to Globodox
View	View documents in Globodox
Modify	Modify Documents in Globodox
Delete	Delete documents
Link	Link documents
Set Security Label	Set Security Label for a document
Assign	Assign documents to another user
Share	Share documents with other users
Restrict	Restrict user from viewing documents
Distribute	Restrict/Allow users from distributing document. For e.g. mailing a document, printing a document, faxing a document, select and copy text from a document etc.
Edit Metadata	Edit data field value of a document
Tag Document	Add Tags to documents
Annotate	Add annotations to a document
Set folder	Assign the document to a folder
Set Document Type	Set document Type for a document
Unlink	Break the link between documents
Initiate workflow	Route the document in a workflow

Edit Metadata	Edit data field value of a document
Tag Document	Add Tags to documents
Annotate	Add annotations to a document
Set folder	Assign the document to a folder
Set Document Type	Set document Type for a document
Unlink	Break the link between documents
Route	Route the document in a workflow
Mark as Archived	Mark a document as Archived
Mark as Vital	Mark a document as Vital
Unmark as Vital	Unmark a document which is marked as Vital
Mark as Record	Mark a document as Record
Unmark as Record	Unmark a document which is marked as Record

Folder: You can control what a user can or cannot do with a folder in Globodox.

Add	Add folders in Globodox
View	View folders in Globodox
Modify	Modify folders in Globodox
Delete	Delete folders from Globodox
Link	Adding documents to a folder
Set Security Label	Set Security Label for a folder
Assign	Assign a folder to another user
Share	Share folder with other users
Restrict	Restrict other users from viewing the folder
Unlink	Remove a document the folder

Annotation: You can control what a user can or cannot do with annotations in Globodox.

Add	Add annotations to documents
View	View Annotations
Modify	Modify Annotations
Delete	Delete Annotations
Set Security Label	Set Security Label on Annotations
Assign	Assign annotation to another user
Share	Share annotations with other users
Restrict	Restrict users to view annotation

Saved Query: You can control what a user can or cannot do with Saved Queries in Globodox.

Add	Save a query
View	View Saved query
Modify	Modify a Saved query
Delete	Delete a Saved query
SetLabel	Set Security Label on a Saved Query
Assign	Assign a saved query to another user
Share	Share a saved query with other user
Restrict	Restrict users from viewing a Saved Query

Stamp: You can control what a user can or cannot do with stamps in Globodox.

Add	Create a Stamp
View	View Stamps
Modify	Modify Stamps
Delete	Delete a Stamp
Set Security Label	Set Security Label for a Stamp
Assign	Assign Stamp to another user
Share	Share Stamp with other users
Restrict	Restrict users from viewing Stamps

AtributeMetadata: You can control what a user can or cannot do with data fields in Globodox.

Set Security Label	Set Security Label for a Data Field
Assign
Share	Share data field with other users
Restrict	Restrict users from viewing data fields

Database: You can control what a user can or cannot do with DB’s, being displayed in DB List.

View	View DB List
Modify	Modify the DB List
Delete	Delete DB from the DB List
Set Security Label	Set Security Label to a DB in the DB List
Assign	Assign a DB to another user
Share	Share DB with other users
Restrict	Restrict users from viewing the DB
Add	Create a new Globodox DB

Draft: You can control what a user can or cannot do with a draft document in Globodox.

Add	Add draft documents to Globodox
View	View draft documents in Globodox
Modify	Modify draft documents in Globodox
Delete	Delete draft documents
Link	Link draft documents
Set Security Label	Set Security Label for a draft document
Assign	Assign draft documents to another user
Share	Share draft documents with other users
Restrict	Restrict user from viewing draft documents
Distribute	Restrict/Allow users from distributing draft document. For e.g. mailing a draft document, printing a draft document, faxing a draft document, select and copy text from a document etc.
Edit Metadata	Edit data field value of a draft document
Tag Document	Add Tags to draft documents
Annotate	Add annotations to a draft document
Set folder	Assign the draft document to a folder
Set Document Type	Set document Type for a draft document
Unlink	Break the link between draft documents
Initiate workflow	Route the draft document in a workflow

Stack Types: You can control what a user can or cannot do with Stack Types in Globodox. All the Stack Types that have been created will be listed down. You will have to select each Stack Type and provide them with appropriate privileges.

Add	Add Stacks to the Stack Type
View	View Stacks
Modify	Modify a Stack
Delete	Delete a Stack form the Stack Type
Link	Link Stacks with documents or other stacks
Assign	Assign Stack to another user
Share	Share Stacks with other users
Restrict	Restrict users from viewing stacks
Set Security Label	Set a security label on the stack
Unlink	Unlink stack from documents or other stacks
Initiate Workflow	Route the stack in a workflow
Mark as Archived	Mark a stack as Archived
Mark as Vital	Mark a Stack as Vital
Unmark as Vital	Unmark a stack which is marked as Vital
Mark as Record	Mark a Stack as Record
Unmark as Record	Unmark a Stack which is marked as Record

Other Privileges: The Other Privileges list contains privileges that are of System Level. Using this level you can control user’s access to Print, E-mail, Open DB etc.

You can only Allow or Deny privileges to the tasks that are listed here. Check a task from the list to Allow the user to perform it. Uncheck a task from the list to Deny the user to perform the task.

Print	Print documents
Email	Email documents
Fax	Fax documents
Export Data	Export data from Globodox
Change Database Settings	Modify DB settings
Save Database as Template	Upcoming Feature
Backup Database	Backup a Globodox DB
Compact Database	Compact a DB
Manage File Stores	Manage File store, i.e. Create, Modify, delete file store
Restore Databases	Restore a backed-up DB
View Document Versions	View Document Versions
Delete Document Versions	Delete Document Versions
View Event Log	View Event Log
Delete Event Log	Remove logged events
Create Databases	Create a new DB
Open Databases	Open a DB
Manage Database Schema	Manage DB List, Modify or Delete DB
Manage Database Registration	Add DB to the DB List
Manage Security Principal	Manage Security in Globodox, i.e. Create/Modify/Delete Users, Roles, Groups, Security Label etc.
Add Tags	Add Tags to a Document
Modify Tags	Modify a Tag
Merge Tags	Merge one tag with another
Delete Tags	Delete a tag
Delete Notes	Delete document notes
Add Security Labels	Create a Security Label
Modify Security Labels	Modify a Security Label
Delete Security Labels	Delete a Security Label
Cancel Checkout	Cancel Checkout
Override Lock	Upcoming Feature
Put document on hold	Upcoming Feature
Release document on hold	Upcoming Feature
Bulk Update	Batch update information for multiple documents or stacks
Bulk Delete	Delete multiple entity
Import Data	Import data to Globodox
Selective Encryption	Selectively encrypt or decrypt documents (as opposed to letting Globodox handle encryption for all documents.
Manage Audit Events	Select/unselect which events must be audited and recorded in the Event Log.
Manage Owned Workflows	View owned workflows in the workflow designer
Manage All Workflows	View all workflows in the workflow designer
Create Workflows	Design new workflows
Modify Owned Workflows	Modify any workflows owned by you
Modify All Workflows	Modify all workflows
Delete Owned Workflows	Delete any workflows owned by you
Delete All Workflows	Delete all workflows
Change Encryption Settings	Change settings used for document encryption
Change Policy Settings	Change the Security and Password policies
Monitor All Workflows	View the status of all workflows in the workflow monitor (you can even pause, restart or cancel a workflow)
Monitor Owned Workflows	View the status of all workflows you own, in the workflow monitor (you can even pause, restart or cancel a workflow)
Replace Document Version	Replace document from disk or by scanning
Distribute Document without Annotation	Print document without annotation
Distribute Document without Watermark	Print document without watermark
Distribute Document without Redact	Print document without Redact
Allow users to add sub-folders to folders not owned by them	Allow users to add sub-folders to folders not owned by them
Reassign workflow tasks to another user (Web Client)	Assign the workflow tasks of one user to another user
Allow document actions during workflow	Disable certain document actions when a document is in workflow.
Restrict Manual Document Publishing	Only allow newly added documents (and documents in Draft Mode) to be published via an approval workflow.
Set or Remove Expiry Date on Documents or Stacks	Users with this privilege can only Set Expiry Date on documents or Stacks
Combine Edit Metadata and Modify Permissions	Users can edit meta data only if Modify permission is also given

Share: Using the share window you can select the users with whom you want to share the entity and also control what actions they can perform on the entity.

The following privileges are available from the Share window.

View	View documents
Modify	Modify documents
Delete	Delete documents
Link	Link documents
Unlink	Unlink documents
Assign	Assign document to another user
Share	Share documents with other users
Restrict	Restrict users from viewing the documents
Set Security Label	Set Security Label
Annotate	Annotate a document
Distribute	Restrict/Allow users from distributing an entity. For e.g. mailing a document, printing a document, faxing a document,select and copy text from a document etc.
Edit Metadata	Edit the Data Field value of a document
Set Document Type	Set Document Type for a documents
Set Folder	Set a Folder for a document
Tag	Apply Tag to documents
Route/Initiate Workflow	Route this document in a workflow
Mark as Archived	Mark a document as Archived
Mark as Record	Mark a document as Record
Mark as Vital	Mark a document as Vital
Unmark as Record	Unmark a document marked as Record
Unmark as Vital	Unmark a document marked as Vital

Restrict: Using the restrict window you can select the users with whom you want to restrict the entity and also control what actions they can perform on the entity.

The following privileges are available from the Restrict window.

View	View documents
Modify	Modify documents
Delete	Delete documents
Link	Link documents
Unlink	Unlink documents
Assign	Assign document to another user
Share	Share documents with other users
Restrict	Restrict users from viewing the documents
Set Security Label	Set Security Label
Annotate	Annotate a document
Distribute	Restrict/Allow users from distributing an entity. For e.g. mailing a document, printing a document, faxing a document,select and copy text from a document etc.
Edit Metadata	Edit the Data Field value of a document
Set Document Type	Set Document Type for a documents
Set Folder	Set a Folder for a document
Tag	Apply Tag to documents
Route/Initiate Workflow	Route this document in a workflow
Mark as Archived	Mark a document as Archived
Mark as Record	Mark a document as Record
Mark as Vital	Mark a document as Vital
Unmark as Record	Unmark a document marked as Record
Unmark as Vital	Unmark a document marked as Vital

Page URL: https://www.globodox.com/support/help/index.htm?privileges.htm