The AdvoLogix® Connector for iManage® and Salesforce® comes preset with a default set of permissions and permission sets that can be assigned to your users in Salesforce® to grant functioning capabilities within the application.
What permission sets are available for Salesforce® users?
AdvoLogix® ships with multiple pre-defined permission sets that allow your Salesforce® user to perform those activities within the connector. Below is the list of custom permission sets provided within the connector's package:
|Permission Set Name||Description|
|iManage Admin||Allows full operational capability within the connector.|
|iManage User||Allows regular operational capability within the connector.
Users assigned to this permission set cannot modify configuration settings within the iManage® Setup tab.
|iManage Read-Only||Restrict users to read-only operations.|
The permission sets are shipped with the AdvoLogix® Connector for iManage® and Salesforce® application and are not editable. To customize permissions for your users, AdvoLogix® advises users to generate a Permission Set Group and add the AdvoLogix shipped permission set within that permission set group. Then, you can further mute any custom permissions that AdvoLogix® provides below to disable it for your Salesforce® users.
The advantage of using permission set groups is that you will auto-receive updates to any of AdvoLogix® shipped permission sets on future upgrades to the package, without affecting any muted permissions by your administrator.
How to control Salesforce® users' ability to perform operations within connected Workspaces and Folders?
AdvoLogix® ships with multiple custom permissions that can grant or restrict your Salesforce® user's ability to perform those activities within the connector. Below is a list of custom permissions provided:
|iManage: Create Folders||Allows users to create folders within a workspace.|
|iManage: Create Folders Using Templates||Allows users to create a set of folders using a Workspace Template.|
|iManage: Create Workspace||Allows users to create workspace and manage the custom profile attributes.|
|iManage: Document Upload||Allows users to upload documents within folders.|
|iManage: Read-Only Access||Restricts users to only be able to view the content of a workspace and restrict them from making any modifications.|
|iManage: Update Workspace||Allows users to update a workspace and manage the custom profile attributes.|
|iManage: Use Standard Navigation for browsing Workspaces & Folders||Lets users navigate within workspaces or folders using the iManage® provided interface.|
Custom permissions are applicable within the non-native iManage® User Interface only. When browsing through the standard iManage® Work user interface these permissions will not apply and will be by-passed. These custom permissions can be assigned to any user using a profile or a permission set.