NetDocuments Admin TipsNetDocuments Tips

NetDocuments Repository Administrator vs Cabinet Administrator

By March 29, 2022June 5th, 2022No Comments

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.