Records Management Privilege

The Records Management privilege, assigned to users through the Laserfiche Administration Console, grants certain records management operations in the Laserfiche Administration Console, and in the Laserfiche Client and Web Access.

This privilege does not bypass basic Laserfiche security; however it does allow users to continue to perform certain actions on a record even when that record has entered a life cycle stage that would normally prevent the action.

In the Laserfiche Administration Console, users with this privilege can create, manage, and delete

• Cycle definitions
• Locations
• Retention schedules
• Cutoff instructions

In the Laserfiche Client and Web Access, users with this privilege can

• Create record series
• Modify record series, record folder, or record properties
• Perform cutoff/uncutoff
• Confirm transfers
• Confirm accessions
• Destroy record folders or records
• Set filing dates
• Delete records at any stage of their life-cycle (with the exception of frozen records)
• Modify or remove tags, document relationships, or link groups from non-frozen records regardless of the records' current life cycle stage

Note: Records management information (such as retention status and eligibility) can be viewed, but not modified, by users without the Records Management privilege.

Important: The Records Management privilege does not bypass basic Laserfiche security. In the Laserfiche Client and Web Access, users must be granted Browse and Read entry access rights to records before they can perform records management actions on them; users must also be granted the Create Folders entry access right to create a record series. For example, if users cannot see the existence of a record folder, they won't be able to modify the record folder's properties.