This table lists the combination of Item Permissions and Enabled Features necessary to access different features and actions in the document action area, otherwise known as the sidesheet in Revver.
Enabled Features are set on the user, group or guest detail page. Learn more about Enabled Features.
Item Permissions are the permissions granted to a user, group, or guest to access accounts, cabinets, drawers, folders or files. Learn more about Item Permissions.
Document Action Tab | Access via: | View (minimum access requirements to see the sidesheet tab)
| Interact (add/grant, view/use existing things) | Management (delete/edit others’ things) requirements |
Metadata | Enabled Feature | Metadata | Metadata | Metadata Management
|
| Item Permission | View | Edit | Edit |
Notes | Item Permission | View (your notes only)
Download (view other’s notes) | View (add & edit your notes only) | View (delete your notes only)
Admin (required to delete other’s notes)
|
Permissions | Enabled Feature |
| Item Permissions Control
View All Item Permissions* (to see permissions granted by others)
Share with other Users (required to see the “Grant Permissions” button unless user has Admin) | Item Permissions Control
View All Item Permissions* (to see permissions granted by others)
Share with other Users (required to see the “Grant Permissions” button unless user has Admin) |
| Item Permission
| View (to view your own permissions) | View (required to add/edit/remove the permissions you granted)
| View (required to add/edit/remove the permissions you granted)
Admin (required to add/edit/remove permissions others have granted) |
Governance | Enabled Feature | Governance | Governance | Governance Management |
| Item Permission | View | Delete (required to delete if it is a Move or Share Governance)
Admin (required to add/edit/remove any type) | Delete (required to delete if it is a Move or Share Governance)
Admin (required to add/edit/remove any type)
Governance Management and Delete are required to delete a Lock protection.
Governance Management and Admin are required to edit a Lock protection. |
File Password
(legacy feature)
*Existing passwords still honored
| Enabled Feature | File Password | File Password | File Password |
| Item Permission | View | Download (required to view the file with a password)
Edit (required to create & delete a file password) | Download (required to view the file with a password)
Edit (required to create & delete a file password) |
File Versions
(now found in the Details tab)
| Enabled Feature | File Versioning | File Versioning | File Versioning |
| Item | View (view any file version) | Admin (required to Lock or Delete version) | Admin (required to Lock or Delete version) |
Automation | Enabled Feature | Automation | Automation
Template Management (required to add/edit the Apply Template option)
Workflow, Workflow Approval, & Workflow Management (required to add/edit the Start Workflow option) | Automation
Template Management (required to add/edit the Apply Template option)
Workflow, Workflow Approval, & Workflow Management (required to add/edit the Start Workflow option) |
| Item Permission | View | Edit (required to add/edit)
Delete (required to delete) | Edit (required to add/edit)
Delete (required to delete) |
Audit Logs | Enabled Feature | View Audit Logs | Cannot edit Audit Logs | Cannot delete Audit Logs |
| Item Permission | View | Cannot edit Audit Logs | Cannot delete Audit Logs |