Permissions for Working with Document Management

This topic provides information on the permissions that must be assigned to users working with the entities of the Document Management feature.

Users of the Document Management feature can be categorized into two types:

• System Administrators - The users who are responsible for configuring and managing the integrations as well as configuring the entities whose documents are required to be synced along with their attributes which are required to be sent to the imaging system along with the documents.

• System Users - These users are other normal users like Admission Reps, Student Advisors etc. who upload and fetch documents in the Notes tab of an entity record in Reach, to carry out their day to day activities related to managing and accessing records in the CRM application.

Note: Depending upon their business requirements, institutions can manage permissions of their user personas.

Permissions for System Administrators

System Administrators should be assigned the following permissions for the Document Management entities.

Entity Name	Create	Read	Write	Delete	Append	Append To	Assign	Share
Document Imaging Entity Sync	PBU Level	PBU Level	PBU Level	None	PBU Level	PBU Level	None	None
Document Imaging Attributes	PBU Level	PBU Level	PBU Level	None	PBU Level	PBU Level	None	None
Document Imaging Configurations	PBU Level	PBU Level	PBU Level	None	PBU Level	PBU Level	None	None
Document Sync	Org Level	Org Level	Org Level	Org Level	Org Level	Org Level	Org Level	Org Level
Document Type	PBU Level	PBU Level	PBU Level	None	PBU Level	PBU Level	None	None
Drawer	PBU Level	PBU Level	PBU Level	None	PBU Level	PBU Level	None	None
Environment Variable Definition (EnvironmentVariableDefinition)	None	Org Level	None	None	None	None	None	None
Document Imaging Configuration Settings	PBU Level	PBU Level	PBU Level	None	PBU Level	PBU Level	None	None
Document Imaging Entity Rules	PBU Level	PBU Level	PBU Level	None	PBU Level	PBU Level	None	None

Permissions for System Users

The System Users should have the Create and Write permissions on the parent entity to which the document is required to be uploaded and should have access to the Notes and the Activity entities.

Additionally, System Users should be assigned the following permissions for the Document Management entities.

Name	Create	Read	Write	Delete	Append	Append To	Assign	Share
Document Imaging Entity Sync	None	Org Level	None	None	PBU Level	PBU Level	None	None
Document Imaging Attributes	None	Org Level	None	None	PBU Level	PBU Level	None	None
Document Imaging Configurations	None	Org Level	None	None	PBU Level	PBU Level	None	None
Document Sync	Org Level	Org Level	Org Level	Org Level	Org Level	Org Level	Org Level	Org Level
Document Type	None	Org Level	None	None	PBU Level	PBU Level	None	None
Drawer	None	Org Level	None	None	PBU Level	PBU Level	None	None
Environment Variable Definition (EnvironmentVariableDefinition)	None	Org Level	None	None	None	None	None	None
Document Imaging Configuration Settings	None	Org Level	None	None	PBU Level	PBU Level	None	None
Document Imaging Entity Rules	None	Org Level	None	None	PBU Level	PBU Level	None	None