Permissions Overview

Document Manager by Qualsys gives you confidence that the right information is accessed by the right person at the right time. The system provides you with a secure framework for managing any kind of documentation and creates a standardised, centralised hub for your business documentation.

 

Roles and Responsibilities

Code Title Description Licence Required?

EVERYONE

System User

Membership of this Group makes a User known to the system. A User will be classified as active or inactive. An inactive User is denied access to system facilities. Active users have access to the system and base level permissions

 No

EQMSCONT

Document Content Manager

Members of this Group can add/update/archive document metadata and content (dependent upon specific document permissions).

 Yes

EQMSUSER

Document User

A member of this Group has access to all the structure components and document control records but with read only capability.

 No

SYSADM

System Admin

Overrides any permissions/restrictions set in the structure and has full access to create and modify new components

 Yes

 

Note:

EVERYONE has the ability to view the Navigation structure, this view may be restricted by the permissions set in the individual components.

Users within the EVERYONE group can also be included as part of workflows from additional modules, however they will not have access to the modules and actions will have to be completed via To-Do list.

 

Permissions Matrix

  Everyone EQMSUSER EQMSCONT SYSADM

Access to EQMS Navigator

*

*

X

X

Access to To-Do List

X

X

X

X

Access to Navigator Reports

X

X

X

X

Create New Components

 

 

^

X

Upload Documents

 

 

^

X

 

X

Has Permissions

*

Read Only

^

Custom Set Permissions apply

 


Roles and Responsibilities

Code Title Description Licence Required?

EQMSADM

Document Administrator

A member of this Group has access to all functions in the Document Manager module, and can disregard or override permission restrictions

 Yes

EQMSBRDMGR

Document Broadcast Manager

A member of this Groups has access to the Document Manager module for the purpose of issuing and controlling broadcasts.

 Yes

EQMSCONT

Document Content Manager

Members of this Group can add/update/archive document metadata and content (dependent upon specific document permissions).

 Yes

EQMSGRPMGR

Document Group Manager

Can manage the EQMS module groups and members (shared between Browser and Administrator).

 Yes

EQMSUSER

Document User

A member of this Group has access to permitted structure components and document control records but, with read only capability

 No

Permissions Matrix

 

EQMS

ADM

EQMS

BRDMGR

EQMS

CONT

EQMS

GRPMGR

EQMS

USER
Access to EQMS Document Manager

X

X

X

X

*

Manage Documents

X

 

X

 

 

Create/Amend Document Control Types

X

 

^

 

 

Create/Amend Metadata Types

X

 

 

 

 

Manage Structure/Component Sets

X

 

 

 

 

Amend Structure

X

 

^

 

 

Manage Broadcasts

X

X

 

 

 

Create/Amend Topics

X

 

 

 

 

Create/Amend Quick Link Profiles

X

 

 

 

 

View Documents

X

 

 

 

^
Leave Document Feedback         X

Access to Navigator

X

X

X

X

X

View Module Reports

X

X

X

X

X

 

X

Has Permissions

*

Read Only

^

Custom Set Permissions apply

 

Roles and Responsibilities

Code Title Description Licence Required?

CHGBRDMGR

Change Broadcast Manager

A member of this Group has access to the Change Manager module, and the ability to issue and control broadcasts from that module.

Yes

CHGGRPMGR

Change Group Manager

A member of this Group can administer Groups in the Change Manager module.

 Yes

CHGMGR

Change Manager

A member of this Group has access to all functions in the Change Manager module.

 Yes

CHGUSER

Change User

A member of this Group has read only access to the Change Manager module.

 No

APPMGR

Approval Path Manager

Enables a member with access to the Change Manager module to create and amend Approval Paths. Members of the Change Manager Group also have this privilege.

 Yes

RFCMGR

Request for Change Manager

A member of this Group has ability to create and manage manual RFC’s and they have read only access to the other Change Manger module functions. NO LONGER IN USE

 Yes

Permissions Matrix

 

CHG

BRDMGR

CHG

GRPMGR

 CHGMGR CHGUSER APPMGR

Access to EQMS Change Manager

X

X

X

*

X

Create/Amend Action Types

 

 

X

*

 

Create/Amend Change Paths

 

 

X

*

 

Create/Amend Approval Paths

 

 

X

*

X

Create/Amend Escalation Paths

 

 

X

*

 

Create/Amend Jurisdictions

 

 

X

*

 

Manage Broadcasts

X

 

X

 

 

Create/Manage Change Groups

 

X

X

 

 

Create/Manage Manual RFCs

 

 

X

 

 

Set as Change Manager in a DCT

 

 

X

 

 

View Reports

X

X

X

*

X

 

X

Has Permissions

*

Read Only

^

Custom Set Permissions apply