ECM ELISE

Rightsand privacy

Secure your sensitive information and enhance its management with Elise

Flexibleand precise management

Elise ECM combines a flexible access rights policy with strict confidentiality controls to meet the most stringent security needs while maintaining ease of use.

Basic or advanced access rights

Easily define and secure access to your documents with tailored permission settings.

Role and profile setup

Configure roles and user profiles for detailed, fine-grained access control.

Granular multi-level permissions

Manage every step of your processes with detailed, layered rights.

Inheritance of rights

Utilize a parent-child rights model to flexibly manage permissions both upwards and downwards.

Document confidentiality

Set appropriate confidentiality levels to safeguard sensitive documents.

Administrative control

Allow your Elise administrators to manage and enforce your security policies effectively.

Authentication options

Easily log in via single sign-on using your organization’s directory or through SSO with external services such as SAML or OpenID Connect (OIDC).

Basic or advanced access rights

In Elise, the access rights policy guarantees that each user has access only to the documents and features they are permitted to use.

It enables precise control over which documents can be viewed or edited, and which functions are available, based on user roles and permissions. This system is built on detailed settings and a real-time adjustable rights policy, providing full, personalized access control.

Standard rights policy

Elise comes with a built-in standard rights policy that is straightforward, secure, and tailored to your organization. Access management is automated based on tasks and organizational hierarchy, safeguarding information confidentiality. Rights are assigned according to user roles such as collaborator, secretary, or department manager.

Advanced rights policy

Elise also supports advanced rights configuration using filters and predicates, allowing access to documents based on standard or custom metadata. This lets you grant or restrict access to specific features, modules, or documents based on precise criteria (like document type or specific attributes), regardless of hierarchical role or task involvement.

Role and profile setup

Managing roles and profiles is key to securing document access and enhancing the efficiency of each user group according to their assigned permissions.

This approach offers the flexibility to quickly modify access rights in line with organizational changes. Profiles categorize users by grouping relevant permissions and tasks to suit their specific needs, while roles assign responsibilities and permissions based on security objects within their directory.

Granular multi-level permissions

With a granular permission system, you can assign specific rights to each user, ensuring secure, confidential, and efficient business processes.

Permissions can be managed at multiple levels, offering fine control over access to documents, files, features, and task workflows. Users receive tailored rights based on their roles, giving them access only to the information and tools they need.

Document access rights

In Elise, a document is a comprehensive record including properties, attached files, workflows, and action history. Access depends on factors such as confidentiality, rights policy settings, document lifecycle stage, user’s hierarchical position, profile, and workflow role.

File access rights

File access is governed by the rights on the parent document, file confidentiality, manual restrictions set by managers, and document status (validation, signature). Specific permissions can allow document access without file access or restrict certain files. By default, Elise admins do not have file access.

Metadata access rights

Elise lets you refine permissions further by configuring metadata access based on user roles or the document lifecycle phase (preparation, circulation, validation, or signature).

Feature access rights

Feature access is determined by user groups (roles). Each role controls access to dashboards, dynamic views, searches, business processes, document templates, and internal repositories.

Task access rights

Document access rights
In Elise, a document is a comprehensive record including properties, attached files, workflows, and action history. Access depends on factors such as confidentiality, rights policy settings, document lifecycle stage, user’s hierarchical position, profile, and workflow role.
Bloc 2. File access rights
File access is governed by the rights on the parent document, file confidentiality, manual restrictions set by managers, and document status (validation, signature). Specific permissions can allow document access without file access or restrict certain files. By default, Elise admins do not have file access.
Bloc 3. Metadata access rights
Elise lets you refine permissions further by configuring metadata access based on user roles or the document lifecycle phase (preparation, circulation, validation, or signature).
Task access is tightly controlled to ensure only authorized users can perform them. Tasks must be active and assigned either directly to the user, to their department with appropriate rights, or to a department within a workspace they can access.

Inheritance of rights

Elise makes document navigation seamless with clickable links, giving users quick access to related content right from the document view.

Hierarchical links allow you to structure documents into folders, where parent documents act as containers for their child documents. Elise also includes an automatic rights inheritance system — either top-down (the child inherits the parent’s rights) or bottom-up (the parent inherits from the child).

Document confidentiality

In Elise, confidentiality levels help restrict document access based on either standard or advanced permission settings.

Standard policies offer predefined confidentiality levels, while advanced rights allow for more precise control. You can also apply confidentiality settings to attached files, ensuring sensitive content is protected at every level.

“Confidential” level

Access is limited to a predefined group: the document creator, users assigned to related tasks, and the relevant department heads.

“Personal” level

This level is even more restrictive, giving access only to the creator, involved task owners, and directly responsible managers.

“Advanced” level

For more complex requirements, advanced confidentiality can be configured in the global security matrix (“policies”), using custom rules based on metadata and user roles.

Administrative control

Elise administrators hold a central role in personalizing access and confidentiality policies.

They have the ability to adjust rules to fit the specific needs of each department, set detailed configurations by group, role, user, document type, or feature, and actively manage permissions with real-time changes.

Authentication options

With Elise, you benefit from centralized, secure user identity management combined with easy access via modern authentication technologies.

Elise synchronizes your organization’s user directory (LDAP), ensuring accurate and centralized identity data, while supporting single sign-on (SSO) protocols like SAML and OpenID Connect. This enables:

Enhanced security measures.

Simplified access management.

Protection of confidential information.

Seamless user access with a single login.

Reduced IT overhead for credential management.

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