Roles and Permissions

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

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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 databases

Yes

No

No

Backups

Configuring backups

Yes 1)

No

No

 

Restoring Backups

Yes 1)

No

No

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)

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 attachments path

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.

 

 

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 attachments path

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 next to a user's name.

 

 

Project leader

Author

Reader

In the DBServer Manager

Saving DBServer Manager connection files

Yes

 

Changing the attachments path

Yes

 

Managing project roles

Yes

 

Saving project connection files

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. By 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 dbcreator will not have any permissions by default.