Intranet Access Roles and Privileges
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INTRANET ROLES
The standard roles typically provided in all new Lucidity system builds are as follows. These can be edited by system administrators as required.
To further understand the Intranet module, refer to the Lucidity Intranet user guide for more details.
Scoping to Management Systems and Filing Cabinet Folders
Scoping to the Management Systems and / or Filing Cabinet folders can be applied in Access Roles and/or in the individual users' profile, although this is only recommended in unique and rare circumstances. Refer to the the Intranet Scoping section in the Assigning Roles and Defining Scoping page in this user guide for more details.
USER ROLE | ROLE DESCRIPTION | Privileges | Management System Scoping | Filing Cabinet Folder Scoping |
---|---|---|---|---|
General User** | Using Intranet, a user can view the dashboard, management system and filing cabinet and create, edit and raise their own actions | Actions (My) - Create and Edit + View Cabinet - View Dashboard - View Management - View | Main Management System - View | Document Vault - no access Filing Cabinet - View |
Contractor Representative | Using Intranet, a contractor representative can view the contractor portal | Management - View | Contractor Portal - View | Document Vault - no access Filing Cabinet - no access |
Manager | Using Intranet, a user can manage actions, raise actions for others, download/ upload files to the filing cabinet, view the management system and the dashboard | Actions (My) - Create and Edit + Raise an action on behalf of other user Actions (All) - Create and Edit Cabinet - Permissions +Â View Dashboard - View File - Download +Â Upload Management - View | Main Management System - View | Document Vault - no access Filing Cabinet - Manager |
Administrator | Administrator role for Intranet | All privileges | All Management System - Edit | Document Vault - admin Filing Cabinet - admin |
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** Typically, the Intranet General User role is assigned by default to all users of the system.Â
INTRANETÂ PRIVILEGES
Privilege Names | What the Privilege Does |
---|---|
Actions (All) - Create & Edit | ACTIONS added as a tab. Allows user to view, create and edit all actions from ALL ACTIONS menu and the user's own actions from the MY ACTIONS menu.  |
Actions (All) - Delete | Allows user to delete all actions from ALL ACTIONS menu or the user's own actions from the MY ACTIONS menu. Needs to be used in conjunction with one of the other action privileges to function. |
Actions (All) - View | ACTIONS added as a tab. Allows user to view only all actions from ALL ACTIONS menu and the user's own actions from the MY ACTIONS menu. |
Actions (My) - Create & Edit | ACTIONS added as a tab. Allows user to view, create and edit their own actions from the MY ACTIONS menu. |
Actions (My) - Delete | Allows user to delete their own actions from MY ACTIONS menu. Needs to be used in conjunction with one of the other action privileges to function. |
Actions (My) - Raise an action on behalf of other user | Allows a user to raise an action for another user. Needs to be used in conjunction with one of the other action privileges to function. |
Actions (My) - View | ACTIONS added as a tab. Allows the user to view their own actions from the MY ACTIONS menu. |
Banner / Background image - Upload | Allows the user to update the splash image, banner image and PDF banner images within the Intranet settings. |
Cabinet - Permissions | Allows users to add folders and files in the filing cabinet. Along with allowing the users to edit, review, move, copy and delete documents uploaded to the document vault or filing cabinet. Must be used in conjunction with other cabinet privileges. |
Cabinet - View | Allows users to view the filing cabinet. |
Dashboard - News - Create | Allows users to create News items within the Dashboards tab. |
Dashboard - News - Delete | Allows users to delete News items within the Dashboards tab. |
Dashboard - News - Edit | Allows users to edit the News items within the Dashboards tab. |
Dashboard - View | DASHBOARD added as a tab. Users are able to view the Dashboard page within the Intranet module. |
Dashboard - Widget - Edit | Allows users to manage Dashboard widgets and link boxes. |
File - Download | Allows users to download documents to the filing cabinet and document vault. |
File - Upload | Allows users to upload documents to the filing cabinet and document vault. |
Management - Page - Copy | Allows users to copy Management Systems pages within an associated Management System tab. This needs to be used in conjunction with Cabinet permissions and Management System permissions which are located within individual users accounts in Access. |
Management - Page - Create | Allows users to create Management Systems pages within an associated Management System tab. This needs to be used in conjunction with Cabinet permissions and Management System permissions which are located within individual users accounts in Access. |
Management - Page - Delete | Allows users to delete Management Systems pages within an associated Management System tab. This needs to be used in conjunction with Cabinet Permissions and Management System Permissions which are located within individual users accounts in Access. |
Management - Page - Edit | Allows users to edit Management System pages within an associated Management System tab. This needs to be used in conjunction with Cabinet permissions and Management System permissions which are located within individual users accounts in Access. |
Management - View | USERS will be able to view the Management Systems page. This needs to be used in conjunction with Cabinet permissions and Management System permissions which are located within individual users accounts in Access. |
Management System Settings - Create | Allows users to create additional Management Systems Settings tab within the Intranet. Must be used in conjunction with other Management System Settings permissions. |
Management System Settings - Edit | Allows users to edit the titles of the Management Systems Settings tab and switch the tab on and off. Must be used in conjunction with other Management System Settings permissions. |
Management System Settings - View | Allows the users to view the Management Systems Settings tab and view all the created Management Systems. |
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FILING CABINET PERMISSIONS
Filing Cabinet Roles
Users will have the assigned permissions for all the selected folders, including all sub folders.
USER ROLE | ROLE DESCRIPTION | Permissions |
---|---|---|
View | Using the Filing Cabinet, a user can view and download files and view folders. No editing permissions. | Download File View File View Folder |
User | Using the Filing Cabinet, a user can manage files including delete, but can only view folders. | As per View Role PLUS: Copy File Delete File Edit File Move File Review File View File View Folder |
Manager | Using the Filing Cabinet, a user can manage files and folders. Can delete files but not folders. | As per User Role PLUS: Add File Add Folder Copy Folder Edit Folder Move Folder |
Admin | Administrator role for Filing Cabinet. | All permissions |
Filing Cabinet Permissions
Permission Names | What the Permission Does |
---|---|
Add File | Allows user to add a file to the folders they have permissions to. |
Add Folder | Allows the user to add a new folder to where the have permissions to. |
Copy File | Allows the user to copy a file they have access to, to another part of the folder structure they have access to. |
Copy Folder | Allows the user to copy a folder they have access to, to another part of the folder structure they have access to. |
Delete File | Allows the user to delete a file they have access to. |
Delete Folder | Allows the user to delete a folder they have access to. |
Download File | Will allow the user to open a file they have access to. |
Download Folder | Legacy item - does not control any feature |
Edit File | Allows the user to upload and overwrite an existing file they have access to. |
Edit Folder | Allows the user to change the name of a Folder they have access to. |
Move File | Allows the user to change the location of file they have access to. The user will only be able to move the file to another folder they have access to. |
Move Folder | Allows the user to change the location of the folder within the folder structure they have access to. |
Review File | Allows the user to schedule a review of a file they have access to. All users can be selected as an actionee for this task, so whoever schedules the review needs to ensure the actionee has access to download the document. |
Review Folder | Legacy item - does not control any feature |
View File | Allows user to view the files under the folder structure they have been given access to. If this is the only permission granted, the user can see the file within the structure, but will be unable to open it. At a minimum View Folder, View File and Download File permissions need to be allocated together, otherwise there is no purpose to providing access. |
View Folder | Set up in conjunction with View File and Download File permissions. If this is the only permission granted the user would not be able to see any files in the folder structure they have been given access to and it would serve no purpose. |
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MANAGEMENT SYSTEM PERMISSIONS
Management System Roles
Users can have different level roles assigned for different management system pages. There are no individual permissions to be managed within each role.Â
USER ROLE | ROLE DESCRIPTION |
---|---|
View | Using the Management System, a user can view all pages and access all links. No editing permissions. |
Edit | Using the Management System a user can edit the page and add links. Administrator role. |
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