Configure Access to Correspondence History

A submission's correspondence history automatically stores copies of all letters related to the submission that are sent from within the system. All roles may be given permission to view correspondence history; however, the extent of correspondence that may be viewed differs by role.

A user logged in as an Author sees a Correspondence link in the Action column. The Author's correspondence pop-up window includes only correspondence sent to the Author (and by the Author if the publication has ad hoc Author emails enabled). 

Editor, Publisher, and Reviewer roles see a Correspondence History section of the History page containing a list of letters associated with the submission.

For information on Editor use, see Correspondence History.

For information on use by other user roles, see View Correspondence.

Production correspondence history

On publication sites using ProduXion Manager, Editor and Publisher roles may be given permission to view production correspondence history. These roles may also be given permission to view production correspondence history related to schedule groups. This appears in the Schedule Group Correspondence History section of the schedule group's History page.

To configure:

Permissions for editorial correspondence history

Go to RoleManager > Select the applicable Role Family/Role. Grant permissions:

Author role:

• View Author Related Correspondence History

Reviewer roles:

• View Correspondence History

Editor roles:

1. View Editorial Correspondence History: Allows Editor to view and resend letters in the Correspondence History section of the submission History page.
   1. Edit Letter when Resending: Allows Editor to edit letter before resending. (This permission does not allow user to change the primary recipient's email address.)
2. Search People: Allows Editor to access individual user records.
   1. Change Email Address: Allows Editor to edit Email field on user record. In context of Correspondence History, this permission allows Editor to edit the primary recipient's email address when editing and resending a letter. The new email address is saved to the recipient's People record.

Publisher roles:

• View Editorial Correspondence History: Allows user to view and letters in the Correspondence History section of the submission History page.

Permissions for production correspondence history

On publication sites using ProduXion Manager, Editor and Publisher roles must be granted permission to view production-related correspondence history. 

Go to RoleManager > Editor or Publisher Role. Grant permissions to the applicable roles:

• View Submission Production Correspondence History: Allows user to view production-related system emails in the Correspondence History on the submission's History page.
• View Schedule Group Production Correspondence History: Allows user to view schedule group–related Correspondence History section of the Schedule Group HIstory page.

Editor roles will also require permissions described in editorial correspondence history settings above to enable editing capabilities:

1. View Correspondence History
   1. Edit Letter When Resending
2. Search People
   1. Change Email Address

Author role access to production-related correspondence is governed by the same setting as for editorial correspondence.

 

See also:

Include External Correspondence in Submission Correspondence History

 

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