FAQ
Taxonomy is a SharePoint customer hosted application, that allows you to manage your organization’s File Plan effectively, it equips you with a set of features to Import/Export/Share and control access to the file plan.
Taxonomy role based access allows you to share and control access to the file plan, the following are the various access roles:
- Reader: anyone who has access to the SharePoint Site can access the file plan in read only mode, he/she can only see Published versions of the file plan.
- Reviewer: Assigned through the Admin Webpart, anyone with this role, in addition to what the reader can do, he/she can view and comment on the different elements of a Draft version of the File Plan.
- Editor: Assigned through the Admin Webpart, anyone with this role, in addition to what the reviewer can do, he/she can add, delete and edit the different elements of the Draft version of the File Plan, and can submit a file plan for approval.
- Approver: Assigned through the Admin Webpart, anyone with this role, in addition to what the editor can do, he/she can create a new File Plan or add a new version to an existing one, can publish/unpublish the File Plan, and can delete a File Plan.
- Administrator: Assigned through the Admin Webpart, anyone with this role can manage the access right to the application.
Yes, Taxonomy allows you to import your organization’s file plan from excel.