Team Security Features

A Team is a collection of Users and Projects, along with the settings that govern what team members and external contributors can see and do.

A Project is a collection of related process automation resources, such as business processes, rules, and lookup tables. Members of a team can design and view resources under the team's projects, in accordance with their Team Role and Laserfiche account rights.

Team Roles

The following roles can be assigned to individual users or groups to provide the necessary level of access within a process automation project.

• Analyst - Able to view resources and submitted data that belong to the team.
• Team Developer - Able to create and edit resources.
• Team Manager - Able to edit the team, team projects, and set access to team resources.
• Viewer - Able to view resources, but not submitted data.
• Team members with no role - Used for task assignment, but unable to view or edit resources.

For a chart that illustrates how team rights and process automation access rights interact, see Determining Access Rights.

See Project Resources for additional information