User Types
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The user system in Simplicity RMS is defined by user types and user groups. User types control access to features within the application while user groups are used to control workflow. This is a breakdown of permissions for each user type.
RMS Essentials
| Viewer | Requester | Functional | Admin | |
|---|---|---|---|---|
| View Records | ||||
| Search Records | ||||
| Create Lists and Reports | ||||
| View Attachments | ||||
| Request Records | ||||
| Check In\Check Out Records | ||||
| View All Checked Out Records | ||||
| Create/Manage Attachments | ||||
| View Your Checked Out Records | ||||
| Manage Users | ||||
| Change Application Settings | ||||
| Manage Record Types | ||||
| Manage Views | ||||
| Bulk Import Record Data | ||||
| Manage Locations | ||||
| Manage Reason Codes | ||||
| Manage Workflow | ||||
| Manage Toolbar Buttons | ||||
| Manage Retention Policies | ||||
| Manage Download Retention (Electronic Forms) | ||||
| Manage HTML Templates (Electronic Forms) |