Enabled features are what determines what features a user has access to within Revver. These features can be configured on new and existing users, but also user groups.
This article will go over a comprehensive list of these features, including the pre-configured feature sets, and show you exactly what each one does.
Access & Feature Requirements
In order to see and modify a users enabled features, you must have the following user features enabled on your account.
Note: Group management is only required if you are editing the enabled features on a group.
Enabled Feature Sets
Revver comes with three pre-configured enabled features sets. These are provided as an easy way to limit users to only what features they need to use without having to micromanage their access.
Documents Only
The 'Documents Only' enabled features set comes with the following features enabled:
This gives them enough access to view, share, and upload files. They also have access to the various previewer tools (with the exception of form fill), third party software integrations (such as O365), file specific audit logs, and potentially item permissions.
Many of the enabled features are further limited by what item permissions they have. For example: If a user has the 'Item Permissions' enabled features, they could only alter the item permissions if they also had the 'Admin' item permission enabled on the location or file itself.
Full Features
The 'Full Features' enabled features set comes with the following features enabled:
In addition to the features provided by the 'Documents Only' set, this gives them access to all Revver features, including workflows, eSignature, document requests, and form fill.
As stated in the 'Documents Only' section, many of these features can still be limited by item permissions. For example, features like eSignature and Document Requests would also require the user to have the 'Edit' permission on the item in question.
Admin
The 'Admin' enabled features set comes with all user features enabled:
This gives a user complete administrative control over the account. This would include, but is not limited to:
User access control
System settings
Branding
SSO/SAML
Security Policies.
Etc.
It also provides the user with the ability to manage various features, such as workflows, which would allow the user to see and delete workflow instances.
Custom Enabled Features Set
Below the 'Admin' enabled features set, you can find the 'Custom' option, which allows you to fine tune what feature access the user or group has.
Note: When clicking on a pre-configured enabled features set and then subsequently clicking on 'Custom', it will retain the same checked features as the previously selected set. For example: If you click on 'Admin', and then click on 'Custom', it will have all features checked.
This is to allow you to easily fine tune the pre-configured enabled features sets to your organizations needs.
Below, this article will cover the comprehensive list of enabled features and what access each provides:
Files and Structure
File Versioning: Allows users to view and edit all file versions.
File Password: Enables users to add a password on a file.
Search: Enables users to search.
Check In/Out: Enables users to check out files.
Previewer Tools: Gives access to the previewer tools like form designer and annotate.
Governance: Gives users access to the Governance pane for files and folders. (Adding or editing governance policies requires certain access permissions on the item.)
Create Modify Structure: Enables users to create cabinets, drawers, and folders (in order to apply templates you will need to have this permission enabled)
View Audit Logs: Gives users access to view item audit logs.
Profiles: Enables users to access profile information on files and folders.
Personal Providers: Enables user to add integrated products (Google Drive, OneDrive)
Item Permissions Control: Gives users access to the item Permissions pane for files and folders.
Sharing
Sharing: Enables users to share files and folders to which they have access.
Access Links: Enables users to create and send Access Links.
Work Features
Profile Management: Enables users to create, edit, and delete profiles and profile items.
File Management: Gives access to the recycling bin and file processing queue.
Template Management: Enables users to create, edit, and delete all folder templates and Form Fill Templates in this account.
Workflow Management: Enables users to create, edit and delete all workflows in this account.
eSignature Management: Enables users to edit and delete all eSignature requests in this account.
Item Permissions Override: Enables users to override permissions on items in this account.
Document Request Override: Enables users to create and manage Document Requests and Document Request Templates in this account.
Account Management
User Management: Enables user to manage all user types and licenses.
Session Management: Enables users to view and manage user sessions in the account.
Group Management: Enables users to create, edit, and manage groups.
Access Link Management: Enables users to edit and delete all Access Links in this account.
Enterprise Security Management: Gives user access to create and manage account level security policies.
System Settings: Gives users access to system settings like account name, plan, details, branding controls, etc.
Governance Management: Enables users to unlock governance settings and manage governance change reasons.
Salesforce Management: Gives users access to manage account Salesforce integration.
Audit Log Management: Gives users access to account level audit logs.
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