The Series Tab The Category Tab Folder Tab

Setting Up Security 5-19

1. Click Admin Applets from the Administration menu.

The Administration Applets for the server are displayed.

2. Click the User Admin icon.

The User Admin utility starts.

3. Choose Security then Permissions by Role from the menu.

4. Select the role to review or modify. Click Edit RMA Rights or Edit ECM Rights

for PCM. The appropriate Edit Rights Page is displayed. 5. Set the rights by selecting or clearing the boxes on the various tabs.

6. Click OK when done.

7. Click Close to exit the Permissions by Role screen.

5.12 Default Rights for Roles

This section describes the features of the Edit Rights screen, and the default rights for each of the predefined roles. Some of the rights are interconnected. Enabling or disabling certain options automatically enables or disables other options. For example, if you disable the Record.Create option on the Record tab, some of the other options on that tab are disabled as well. Conversely, if you enable the Category.Create option on the Category tab and the Category.Read option is not yet enabled, it will be enabled automatically.

5.12.1 The Series Tab

For more information, see Using a Series on page 10-10. The following rights appear on the Series tab of the Edit Rights Page : ■ Read : allows the user to view information about a series. It is assigned by default to the Records User, Records Officer, and Records Administrator roles. The following rights are assigned by default to the Records Administrator role. ■ Create : allows the user to create a series. ■ Delete : allows the user to delete a series. ■ Move : allows the user to move a series. ■ Edit : allows the user to edit a series. ■ HideUnhide : allows the user hide and unhide a series.

5.12.2 The Category Tab

For more information, see Retention Categories on page 10-13. The following rights appear on the Category tab of the Edit Rights Page . ■ Read : allows the user to view information about a retention category. It is assigned by default to the Records User, Records Officer, and Records Administrator roles. The following rights are assigned by default to the Records Administrator role: ■ Create : allows the user to create a retention category. 5-20 Oracle Fusion Middleware Setup Guide for Universal Records Management ■ Delete : allows a user to delete a retention category. ■ Move : allows a user to move a retention category. ■ Edit : allows a user to edit a retention category. ■ Edit Review : allows a user to edit a retention category that is subject to review.

5.12.3 Folder Tab

For more information about folders, see the Oracle Fusion Middleware Administrators Guide for Universal Records Management. The following rights appear on the Folder tab of the Edit Rights Page : ■ Read : allows the user to view information about a folder. It is assigned by default to the Records User, Records Officer, and Records Administrator roles. ■ EditIfAuthor : allows a user to edit a folder, but only if the user is the author of that folder. It is not assigned by default to any role. The following rights are assigned by default to the Records Officer and Records Administrator roles: ■ Create : allows a user to create a folder. ■ OpenClose : allows a user to open or close a folder. ■ Edit Review : allows a user to edit a folder that is subject to review. ■ Move : allows a user to move a folder. The following rights are assigned by default to the Records Administrator role: ■ Edit : allows a user to edit a folder, even if the user is not the author of that folder. ■ UndoCutoff : allows a user to undo the cutoff of a folder. ■ Delete : allows a user to delete a folder. ■ Freeze Unfreeze: allows a user to freeze and unfreeze a folder.

5.12.4 Record Tab