Roles and Permissions

Citavi for DBServer lets you define many different roles and permissions. An overview can be found below:

The roles SysAdmin, SecurityAdmin, and DBCreator are predefined Microsoft SQL Server roles. The database administrator can assign these roles in SQL Server Management Studio.
The roles Database owner, User manager, and Project creator can be assigned in Citavi DBServer Manager in the Manage Users menu.

The roles Project leader, Author, and Reader can be assigned in the main window of Citavi DBServer Manager. To do so, click the project name in the left-hand column. Then, click the pencil symbol in front of the user whose role you would like to change.

SysAdmins, SecurityAdmins, and DBCreators

In the SQL Server Management Studio you can assign the roles of SysAdmin, SecurityAdmin and DBCreator.

		SysAdmin	SecurityAdmin	DBCreator
Server logins	Creating new SQL Server logins	Yes	Yes	No
Database	Creating databases	Yes	No	Yes
	Renaming databases	Yes 1)	No	No
	Deleting database	Yes	No	No
Backup	Configuring backups	Yes 1)	No	No
	Restoring backups	Yes 1)	No	No
Assign permissions	Assigning dbo permissions	Yes	No	No 2)
	Assigning permissions for user management	Yes	No	No 2)
	Assigning permissions for project creation	Yes	No	No 2)
Managing licenses and users	Managing licenses	Yes	No	No 2)
	Managing database users	Yes	No	No 2)
	Saving DBServer Manager connection files	Yes	No	No 2)
Projects	Creating new projects	Yes	No	No 2)
	Importing projects	Yes	No	No 2)
	Renaming projects	Yes	No	No 2)
	Deleting projects	Yes	No	No 2)
	Updating project schemas	Yes	No	No 2)
	Changing the path for attachments	Yes	No	No 3)
	Managing project roles	Yes	No	No 3)
	Saving project connection files	Yes	No	No 3)

Database Owners (dbo), User Managers, and Project Creators

The roles of database owner, user manager, and project creator can be assigned on the Manage users menu.

		Database owner	User manager	Project creator
Assigning permissions	Assigning dbo permissions	Yes	No	No
	Assigning permissions for user management	Yes	Yes	No
	Assigning permissions for project creation	Yes	Yes	No
Managing licenses and users	Managing licenses	Yes	No	No
	Managing database users	Yes	Yes	No
	Saving DBServer Manager connection files	Yes	Yes	Yes
Projects	Creating new projects	Yes	Yes	Yes
	Importing projects	Yes	Yes	Yes
	Renaming projects	Yes	No	No
	Deleting projects	Yes	No	No
	Updating project schemas	Yes	No	No
	Changing the path for attachments	Yes	No 3)	No 3)
	Managing project roles	Yes	No 3)	No 3)
	Saving project connection files	Yes	No 3)	No 3)

Project leaders, Authors, and Readers

The roles of project leader, author, and reader and the corresponding roles can be assigned in DBServer Manager on the Manage users menu. Click the pencil symbol nex to a user name.

		Project leader	Author	Reader
In the DBServer Manager	Saving DBServer Manager connection files	Yes	—	—
	Changing the path for attachments	Yes	—	—
	Managing project permissions	Yes	—	—
	Saving project permissions	Yes	—	—
In Citavi	Opening projects	Yes	Yes	Yes
	Printing project bibliographies	Yes	Yes	Yes
	Creating publications	Yes	Yes	Yes
	Exporting references	Yes	Yes	Yes
	Adding, changing, and deleting information	Yes	Yes	No

1) The Citavi DBServer Manager needs to be run on the same computer that the database server is installed on. Otherwise this option will not be available.

2) If a dbcreator creates a new database, he or she will automatically be the database owner (dbo) and will have all associated permissions. As a default, a dbcreator does not have any permissions in databases belonging to another user.

3) If a project creator, user manager, or dbcreator creates a new project, he or she will automatically be the project leader and will have all associated permissions. In projects belonging to another project manager, a project creator, user manager, or dbcrator will not have any permissions as a default.