NetDocuments Repository Administrator vs Cabinet Administrator

Posted in NetDocuments Admin Tips, NetDocuments Tips on March 29, 2022 by Craig Bayer

A Repository may have one or more Cabinets. Each Cabinet is independent of the other.  Each Cabinet can have their own Administrators.

A Cabinet Administrator can do the following:

  • Permanently Delete a Document in a Cabinet
  • Unlock a Document in a Cabinet
  • Add and Remove Groups from a Cabinet
  • Rollback a Document in a Cabinet
  • Automatically get VES rights to all Documents in a Cabinet

A NetDocuments Repository Administrator can do the following:

  • Add and Remove New Users
  • Add and Remove People from Groups
  • Add new Profile Attributes which consist of:  Clients, Matters, Doc Types, Authors and more.
  • See Activity Logs
  • View the OCR Status

Let’s look at my NetDocuments.

image

I am a NetDocuments Repository Administrator.

I am a Cabinet Administrator for the Client Cabinet.

I am not a Cabinet Administrator for the Admin, Forms, or Library Cabinet.

How to determine which one you should be:

I want someone to be able to create new profile attributes like client, matter, and doctype: Repository Administrator

I want someone to be able to see all documents in a Cabinet, regardless of Security:  Cabinet Administrator

I want someone to add new users: Repository Administrator

I want someone to unlock a document in a Cabinet:  Cabinet Administrator

I want someone to be able to view the activity logs:  Repository Administrator

I want someone to be able to Permanently delete a document in a Cabinet:  Cabinet Administrator

The Confusion

You have a workspace-based cabinet called Admin.  It’s organized by a Profile Attribute called Area.  You want someone to be able to add new areas to that cabinet.  The area is a profile attribute and you must be a Repository Administrator to add new Profile Attributes.   If you were a cabinet administrator on the Admin Cabinet, you still would NOT be able to add new areas.

About the Author

Craig Bayer is the founder and leader of Optiable, an award-winning document management (DMS) consulting firm dedicated to helping law firms seamlessly integrate NetDocuments. Specializing in firms with 10 to 150 users, he has successfully guided over 500 law firms across the United States and Canada through NetDocuments implementations since 2010.

With deep expertise in the legal industry, Craig has a proven track record of optimizing technology to meet the unique needs of law firms. His certifications include industry-leading tools such as Amicus Attorney, Centerbase, Clio, PCLaw, HotDocs, TimeMatters, Soluno, and Worldox, enabling him to deliver comprehensive solutions tailored to each client’s workflow and goals.

Craig Bayer