Seven roles and the clearance ladder

What moves

Correspondence adds its own permissions and seven ready-made roles to the workspace's roles page; clearance for each classification level is an ordinary permission.

Before you start

• Correspondence Register in your plan
• A workspace administrator

Step by step

1. Tenant adminSecurity, Access & Compliance

   Opens Roles and sees the seven correspondence roles.

   You see:They are listed only because the workspace holds the module.

2. Tenant adminSecurity, Access & Compliance

   Gives the Mailroom clerk role to a new colleague.

   You see:The colleague can register and route, and can open Internal and Public levels only.

3. Tenant adminSecurity, Access & Compliance

   Gives the Correspondence auditor role to the compliance officer.

   You see:They can read every record and the access log but change nothing.

4. Records managerCorrespondence Register

   Reclassifies a letter as Secret.

   You see:The clerk can no longer see it in any list or search.

Related

• Correspondence Register
• Security, Access & Compliance
• A letter's enclosures are files in Documents
• Copilot works the register
• Correspondents come from the shared register
• An outgoing letter is approved before it is sent
• Classifying a record hides it from lower clearance and leaves an audit trail
• Connections between modules