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 are not editable. To customize permissions for your users, AdvoLogix advises users to clone these permission sets when needed.
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:
| Permission Name | Description |
|---|---|
| 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.