Document Management - User Rights – Sertica Support

This article goes in depth with the user rights for a specific part of SERTICA. If you need a general introduction to user rights, you can access the article here.

How to access user rights

To find the user rights, click the gear icon in the header menu. This opens a pop‑up menu.
When you click User Rights in the pop‑up menu, the User Rights screen opens.
In the menu on the left side, you can select the item for which you want to edit user rights.
Under Select User Groups, you can include or exclude the user groups you want to change rights for. You can select multiple user groups at the same time.

User Rights Tables

The tables below describe what the different user rights provide access to, and Typical User Groups shows who most often has these rights.

In this article, the user groups Administrator, Superuser, and Daily User are used. The hierarchy of these user groups is understood as follows:

Administrator is typically an office employee who manages SERTICA. They have all user rights — they can view, create, and delete all data.
Superuser is typically a team lead responsible for managing the people performing the maintenance. They have fewer rights than administrators. They can view and create data but usually cannot delete it.
Daily User are the people performing the maintenance tasks. They typically have very limited rights. They can execute jobs but generally should not create data such as components and jobs (except run-once jobs).

If the table lists Daily User as the typical user group, then Superusers and Administrators also have this right because they are higher in the hierarchy.

If the table lists Administrator, then Superusers and Daily Users do not have this right because they are lower in the hierarchy.

Document
Documents cover e.g., technical drawings, images, and labels that can be used on jobs, job history, procedures, and purchase orders.
Permission	Enabled	Disabled	Typical User Groups
Read	Permission to view documents on jobs, job history, procedures, and purchase orders	Disabled	Daily User
Show in Menu	The Document screen is accessible in the left‑side menu under Documents	The Document screen cannot be accessed from the left‑side menu	Superuser
Write	Can create and edit documents	Disabled	Superuser
Undo Check‑Out	Allows the user to cancel a document check‑out performed by another user	Disabled	Superuser
Change Log	The Change Log screen can be accessed on a document	Disabled	Superuser
Delete	Permission to delete a document	Disabled	Superuser
Force Delete	Allows a user to forcibly delete data even if the data is used in the system	Disabled	Administrator

Document Class
Document groups are used to categorize documents into logical units, similar to folders on a file server.
Permission	Enabled	Disabled	Typical User Groups
Read	Permission to view document groups	Disabled	Superuser
Show in Menu	The Document Group screen is accessible in the left‑side menu under Documents	Disabled	Superuser
Write	Can create and edit document groups	Disabled	Superuser
Change Log	The Change Log screen can be accessed on a document group	Disabled	Superuser
Delete	Permission to delete a document group	Disabled	Superuser

Document Structure
The document structure is used to create an easy and clear visualization of documents registered in SERTICA.
Permission	Enabled	Disabled	Typical User Groups
Read	Permission to view the Document Structure screen	Disabled	Superuser

Document Type
The document type is an additional classification of documents. Examples of document types include images, drawings, manuals, P&ID diagrams, service reports, etc.
Permission	Enabled	Disabled	Typical User Groups
Read	Permission to view document types	Disabled	Superuser
Show in Menu	The Document Type screen is accessible in the left‑side menu under Documents	Disabled	Superuser
Write	Can create and edit document types	Disabled	Superuser
Change Log	The Change Log screen can be accessed on a document type	Disabled	Superuser
Delete	Permission to delete a document type	Disabled	Superuser