Document lifecycle
Security resilience
Assigning mandatory reads
Documents & tags
The Xoralia permissions model
In order to carry out certain tasks in Xoralia a user needs to have the correct permissions. Some of these permissions are set inside Xoralia and others are set inside SharePoint. Please refer to our article ‘How to configure SharePoint permissions with Xoralia‘.
The Xoralia permissions model:
| Roles and permissions | Where is the permission set? |
|---|---|
| Office 365 tenant admin | |
| Required to carry out the one-time installation of Xoralia inside your Office 365 tenant. | Office 365 tenant admin centre |
| Xoralia admin | |
| Associates Xoralia with relevant document libraries inside SharePoint | Xoralia admin panel |
| Manages various Xoralia settings such as branding | Xoralia admin panel |
| Grants reporting-only access (see ‘Reporting’ below) | Xoralia admin panel |
| Document library owner | |
| Has full access to all documents inside a library (see ‘Document owner’ below) | SharePoint permissions |
| Document owner | |
| Has access to edit documents inside a library | SharePoint permissions |
| Has ability to set document expiry dates | Document owner column in the document library |
| Has ability to assign documents as mandatory reads | Document owner column in the document library |
| Has ability to add other document owners | Document owner column in the document library |
| Has access to reporting access | Document owner column in the document library |
| Reporting | |
| Required to access reporting only for a specified document library | Xoralia admin panel |
| Document reader | |
| Can read a document | SharePoint permissions |
| Can attest a mandatory document has been read | When doc owner assigns a document as mandatory read |
