Documentation Scope Roles
In this article, we list the default users and groups that are assigned to the Documentation scope roles and the functionality that is available to these roles in PowerWeb. Roles may be assigned to users or groups for specific folders as described in Assign Security Roles To a Folder. Users may be added to groups as described in Manage User Groups.
Scope Role to User Group Default Mapping
The table below lists the default user groups assigned to each scope role. Your Tenant Administrator may add or remove user groups from each scope role. For more information, contact your Tenant Administrator.
Role | Description | Default Assignment |
---|---|---|
Documentation Viewer |
View documents inside the assigned documentation area |
DC Operations Designers Approvers Viewers Asset Managers DC Engineering |
Documentation Editor |
Edit documents inside the assigned documentation area |
Documentation Editors |
Documentation Manager |
All actions inside assigned documentation area, including deleting |
Senior DC DC Operations |
Functionality Available to these Scope Roles
The functionality made available by each scope role is indicated in the following table. Scroll the table to see additional functionality. Functionality that is not listed in the table is not made available.
The functionality listed in this table does not necessarily correspond to individual security privileges—they may include multiple security privileges or they may not be controlled by a privilege at all. If a scope role makes a functionality available that is not allowed by a user's security role, the user's security role will override the scope role.
Category |
Action |
Documentation Viewer |
Documentation Editor |
Documentation Manager |
---|---|---|---|---|
Tenancy | Connect to server |
Available |
Available |
Available |
Tenancy | View dashboard |
Available |
Available |
Available |
Vault | Save search results |
Available |
Available |
Available |
Vault | Build report |
Available |
Available |
Available |
Document | Download document |
Only renditions |
Available |
Available |
Document | Show revisions |
Available |
Available |
Available |
Document | View workflow |
Available |
Available |
Available |
Document | View document information |
Available |
Available |
Available |
Document | View document history |
Available |
Available |
Available |
Document | View comments |
Available |
Available |
Available |
Document | View audit trail |
Available |
Available |
Available |
Document | Update thumbnail |
Available |
Available |
Available |
Document | Lock document |
Available |
Available |
|
Document | Unlock document |
Available |
Available |
|
Document | Issue new file name |
Available |
Available |
|
Document | Change revision |
Available |
Available |
|
Document | Copy document |
Available |
Available |
|
Document | Upload document |
Available |
Available |
|
Document | Synchronize properties to file |
Available |
Available |
|
Document | Synchronize properties from file |
Available |
Available |
|
Document | Batch update document information |
Available |
Available |
|
Document | Create comment |
Available |
Available |
|
Document | Attach rendition |
Available |
Available |
|
Document | Update rendition |
Available |
Available |
|
Document | Unlock rendition |
Available |
Available |
|
Document | Create manual reference |
Available |
Available |
|
Document | Delete manual reference |
Available |
Available |
|
Document | Create a folder |
Available |
Available |
|
Document | Create document | |||
Document | Import document |
Available |
Available |
|
Document | Edit properties |
Available |
Available |
|
Document | Submit document for review |
Available |
Available |
|
Document | Initiate change on document |
Available |
Available |
|
Document | Review document |
Available |
Available |
|
Document | Continue change after rejection |
Available |
Available |
|
Document | View rendition job status |
Available |
Available |
|
Document | Restart or cancel rendition job |
Available |
Available |
|
Document | Delete a folder |
Available |
||
Document | Delete document |
Available |
||
Document | Close comments |
Available |
||
Document | Revoke change |
Available |
||
Document | Delete document |
Available |
||
Document | Archive document |
Available |