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What Permissions are Needed to Archive a Document?

  • Updated

Question:

What permissions does a user need in order to Archive documents?

Answer:

A user will need the following permissions in their permission set:

  • Application >> Search >> Manage Archives - Grants permission to edit Archive field
  • Tabs >> Archive - Allows View access to the Archive tab
  • Application >> API Access >> Access API- Allows the ability to utilize the API for Archiving
  • Application >> Vault Owner Actions >> Vault Loader - So user can archive documents using Vault Loader
  • Application >> Document >> Bulk Update - Gives the ability to use Bulk Action to archive documents

On top of the above permissions the user will need the below Document Role-based permissions on the current document State:

  • Edit Fields
  • Edit Document

  Note:  Document Archive must be enabled in order for it to be an option inside Vault.

Related Documentation:

Vault Archiving Documentation: Archiving Documents

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