Entity role permissions

Permission that come from Entity roles only affect resources within that entity. For example, the default for the Editor role is to have the Low permission level for Reviews. This means that an Editor in a CRG is allowed to read published versions of reviews within that one CRG.

Note: Menu items that user does not have permission to use are disabled.

The following permission levels can be assigned to an Entity role:

Level	CRS	Entity	Folder	Module*	Notes	Person	Review*	Workflows
Max	Create and delete records.	Edit entity properties (Topics, Subscription). Submit Monitoring forms.	Delete folders and files.	Assign roles. Revert versions. Publish.	n/a	Create user accounts. Export more than 25 records.	Create new. Delete. Publish. Revert versions. Manage CoI and LfP forms.	Abort and delete workflows. Edit workflow and email templates.
High	Edit records.	Create and edit event in entity's Calendar. View entity reports.	Create and edit folders and files. View Security tab.	Edit.	Edit Entity / Administrative notes.	Create, Edit and Delete Persons. Assign Entity roles. View hidden fields.	Edit Properties (Phase, Stage, Status and Topics). Read Authoring versions. Edit in Authoring Write Phase. Access online editor.	Start and edit workflows (includes ability to send emails).
Med	Read records.	n/a	View folders and their contents.	Read draft versions and To be published versions. View all roles.	View Administrative notes.	n/a	Read editorial, shared and To be published versions (Note: also affects reviews the person has an author role for). Edit in Editorial Write Phase. View and assign all roles. View CoI and LfP forms.	View details.
Low	View records	n/a	n/a	Read published versions.	n/a	n/a	Read published versions	View.
Min	None.	None. (All users can view all entities in Archie.)	None.	None (All users can view the properties of all modules in Archie, but not read the contents or view the History.)	View Entity notes. (All users can read Public notes for resources they can view.)	None. (All users can edit own record, and view all persons in Archie.)	None. (All users can view the properties of all reviews in Archie, but not read the contents.)	None. (All users can view their own tasks.)

* The Module and Review columns are only available for entities that have the relevant document type.

Note: Changing the permission levels for a role will only affect the role within the entity this was done in. Role permissions affect every current or future use who has that role in the entity.

Defaults for CRG Entity Roles (list updated January 2012):

Role	CRS	Entity	Folder	Module	Notes	Person	Review	Workflow
Administrative assistant	Min	High	High	High	High	Max	High	High
Affiliated Researcher	Min	Min	Min	Min	Min	Min	Min	Min
Assistant ME	Medium	Max	Max	Max	High	Max	Max	Max
Assistant TSC	Medium	Min	High	High	Medium	Min	Medium	Low
Author	Min	Min	Min	Low	Min	Min	Low	Min
Consumer Co-ordinator	Min	Min	High	Medium	Medium	Min	Medium	Min
Consumer Referee	Min	Min	Min	Low	Min	Min	Low	Min
Co-ordinating Editor	Medium	Max	Medium	Medium	High	Min	Medium	Medium
Editor	Min	High	Min	Low	Medium	Min	Low	Low
Referee	Min	Min	Min	Low	Min	Min	Low	Min
Feedback editor	Min	High	Min	Low	Medium	Min	Medium	Low
Handsearcher	Min	Min	Min	Low	Min	Min	Low	Min
Other	Min	Min	Min	Min	Min	Min	Min	Min
Mailing list	Min	Min	Min	Min	Min	Min	Min	Min
Possible contributor	Min	Min	Min	Min	Min	Min	Min	Min
ME	Medium	Max	Max	Max	High	Max	Max	Max
Staff	Min	Min	Min	Low	Medium	Min	Low	Min
Statistician	Min	Min	Min	Medium	Min	Min	Medium	Min
Super User*	Max	Max	Max	Max	High	Max	Max	Max
Translator	Min	Min	Min	Low	Min	Min	Low	Min
TSC	Max	Max	Max	High	High	High	High	High

* Super User is the only role that can Edit Permissions in an entity, which allows choosing roles in use and edit their associated permission levels. Super User permissions cannot be edited.

To set permission levels for a role

From the entity's Properties, click the Roles tab.
Click the role you wish to modify. It will be highlighted in blue.
Click Edit.
Choose the levels you wish to be in effect for each resource type.
Click OK.