Permissions

InputManagement uses the following groups to grant users permissions in the system. These groups are automatically created with every new tenant. Each group references a role with a very similar name, so in general we can treat groups and roles synonymously.

IM.Service (or IM.Services.OnPremise)

IM uses on-premise connectors that synchronize data between on-premise and the cloud. These connectors use a technical user in order to authenticate against the cloud, which needs this roles.

This role should never be used by a user.

IM.Employee

This user is allowed to import a document and look at the audit trail.

IM.Employee.Clickworker

This user can perform document tagging.

IM.Employee.Associate & IM.Employee.Paralegal

This user can also perform document tagging.

IM.Employee.Reporting

This user can only generate reports.

Note
The IM.Employee.Reporting permission is also required to download documents from the system.

IM.Employee.Reporting.Accuracy

This user can see the detailed accuracy KPIs for proceedings, interested parties, filing trays or letter-from dates assigned to exported documents.

IM.Employee.Training

This user can click the button to add a tagged document for later training.

IM.Employee.TenantAdministrator

This user has full control over the class and pipeline configuration. It has full access to the audit trail and perform deletions and lane management in the document pool.

IM.Notifications

This user can receive notifications.