Role Permissions are a means of restricting the Permissions for users working on a Request. From Administration > Request Management > Request Type Roles > Edit > Role Permissions, you can assign Permissions to perform core operations such as accepting a Request, viewing or closing a Request, adding documents to a Request, delivering documents, etc.

The administrator will assign Permissions to users/user groups. At least a few Request Permissions should be assigned to a user/user group to allow them to process Requests. The user will inherit all group level Permissions of the user group to which they belong. Users cannot delete Permissions for the Administrative Access Role, which include all Permissions.

NOTE: System Defined Role Permissions will override User created roles. Correspondence permissions may be auto-assigned if dependent modules are selectedRequester Categories.

The default System Defined Request Type Roles are described below.

Role	Description
Primary User	This is an individual user role inherited by the primary user assigned to a Request.
Secondary User	This role is inherited by all users assigned to a Request.
Administrative Access	This role is automatically assigned to all Admin Group users. By default, all Permissions are assigned to the role, allowing users to take action on any Request without being assigned to the Request.
Special Access	This role provides special access to perform assigned Permissions for any Request without being assigned to the Request.

Create Request Type Role

Users with the required Permissions can create a Request Type Role, and assign users/user groups to it.

Follow the steps below to Create a Request Type Role:

Click Administration > Request Management > Request Type Roles. The Request Type Roles screen displays as shown below.
Click New. The New Request Type Role screen displays as shown below.
Enter information in the fields described below per your agency's requirements.

Field	Description
Role Information
Role Name	The name of the Request Type Role.
Description	A description of the Request Type Role.
Role Assignment
Manually To Each Request Type (Go to Request Management > Request Types > Permissions)	You can select this option to manually assign the new Request Type Role to each Request Type.
Automatically To All Request Types	You can select this option to automatically assign the new Request Type Role to all Request Types. If selected, the screen will display options to Add Users and Add Groups to a Users/Groups List. All users/user groups added to the list will be assigned the new Request Type Role.

Select the Role Permissions you want to assign to the new Request Type Role. Available Role Permissions are described below.

NOTE: Selecting the Select All checkbox enables all Permissions to be assigned. Otherwise, only the selected Permissions will be assigned.

Request Type Role Permission	Description
Add/Remove Documents to Request Folder	Permission to add/remove documents to/from the Request Folder for delivery to a Requester
Add/Remove Documents to Review Log	Permission to add/remove documents to/from the Review Log
Alert Management	Permission to create, edit and delete alerts for specific tasks
Amendments	Permission to reopen closed requests
Assign	Permission to take the assign action on requests
Barcode	Permission to Generate/Print barcodes
Change Action Office	Permission to Change the Action Office assigned to a Request
Change Request Number	Permission to Edit the Request Number for a Request
Change Request Type	Permission to Change the Request Type for a Request
Change Review Status	Permission to Change the Review Status of a Request
Close Request	Permission to Close Requests
Correspondence	Permission to send/receive correspondence
Create	Permission to create a requests
Delete	Permission to delete a Request in "Received" status
Delete Document Delivery	Permission to delete document deliveries for a Request.
Documents Delivery	Permission to deliver documents to a Requester
Extension Approval	Permission to approve Extension requests
Fees	Permission to apply processing costs to a request, create invoices, and apply payments/refunds to a request.
Final Actions	Permission to apply/accept the disposition and exemptions applied to requests for reporting purposes
Hold Request	Permission to stop/start the clock on a request
Link Requests	Permission to link Requests
Modify Request Information	Permission to Edit information on the Request Information screen
Record Search Processing Costs	Permission to apply Record Search Processing Costs
Request for Documents	Permission to create, edit, and delete Requests for Documents to record owners
Set Perfected Status	Permission to set the request status to Perfected
Special Delete	Permission to delete a Request regardless of its status
Staff Processing Costs	Permission to apply Staff Processing Costs
Transfer Request	Permission to transfer a Request to another Action Office
View	Permission to only view a request. (!!) Note: Users with View permissions on a Request Type also have the ability to search for, view, report, and add Request Notes to all requests under that type.

Click Save. A verification message displays as shown below.

Click OK.

Edit Request Type Role

Follow the steps below to edit a Request Type Role:

Click Administration > Request Management > Request Type Roles. The Request Type Roles screen displays.
Select the Role you want to edit, then click Edit. The Edit Role screen displays.
Edit the fields per your agency's requirements and select Role Permissions to assign to the Request Type Role. These are described in the section above.
Click Save. A verification message displays.
Click OK to save.

Delete Request Type Role

Follow the steps below to delete a Request Type Role:

NOTE: System Defined Roles and Roles associated with users/user groups cannot be deleted.

Click Administration > Request Management > Request Type Roles. The Request Type Roles screen displays.
Select the Role to delete.
Click Delete. A verification message displays.
Click OK to delete the role.

Request Management Overview