Overview
There are 4 user access levels available in DocBoss: View, Review, Full and Admin. User roles are default permission sets available to users. (To limit individual users' access beyond their default role access limits, see the article on User Permissions.)
- View: Generally for project managers/supervisors.
- Access to all reports, documents, etc.
- Review: Generally for engineers/drafters.
- All view functions, plus:
- Upload documents to assigned cards, and participate in review routing/approvals, file markups, and vendor reviews.
- Full: Generally for doc control, inside sales, and/or project coordinators.
- All review functions, plus:
- Create submittals, setup/edit projects.
- Admin: Generally for doc control leads, project management leads, and/or IT.
- All full functions, plus:
- Add new users, create templates, define system settings/project defaults.
- Note: Any full user can be assigned administrator privileges.
Below is a list of default permissions for each role:
| API | View | Review | Full | Admin | + Security | |
| Add API connection |
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✓
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| Authentication | View | Review | Full | Admin | + Security | |
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Enable MFA (for users and/or submittal recipients)
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✓ | |
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Enable requirement for submittal recipient authentication
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✓ | |
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Enable MFA for submittal recipients on project (when required at admin)
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✓ | ✓ | ✓ | |
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Disable MFA for submittal recipients on project (when required at admin)
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✓ | |
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View authentication log
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✓ | |
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Download data from authentication log
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✓ | |
| Companies | View | Review | Full | Admin | + Security | |
|
Manage
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Excel import companies list |
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✓ | ✓ | ✓ |
| Manage | Excel export companies list |
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✓ | ✓ | ✓ |
| Profile | Add new company |
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✓ | ✓ | ✓ |
| Profile | Edit company profile |
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✓ | ✓ | ✓ |
| Profile | View company | ✓ | ✓ | ✓ | ✓ | ✓ |
| Doc codes | Add new doc code list for customer |
|
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✓ | ✓ | ✓ |
| Doc codes | Add new doc code list for affiliate |
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✓ | ✓ | ✓ |
| Doc codes | View doc code list for customer (admin) | ✓ | ✓ | ✓ | ✓ | ✓ |
| Doc codes | View doc code list for affiliate | ✓ | ✓ | ✓ | ✓ | ✓ |
| Return status | Add new return status list for customer |
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✓ | ✓ | ✓ |
| Return status | Add new return status list for affiliate |
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✓ | ✓ | ✓ |
| Return status | View return status list for customer (admin) |
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✓ | ✓ | ✓ |
| Return status | View return status list for customer (on project) | ✓ | ✓ | ✓ | ✓ | ✓ |
| Return status | View return status list for affiliate |
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✓ | ✓ | ✓ |
| Internal approval status | Add/Edit internal approval status list |
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✓ | ✓ | ✓ |
| Internal approval status | View internal approval status list | ✓ | ✓ | ✓ | ✓ | ✓ |
| Compil & Pkg Presets | View | Review | Full | Admin | + Security | |
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Add/edit compilation and package presets (system)
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✓ | ✓ | |
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Add/edit compilation and package presets (on project)
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✓ | ✓ | ✓ | |
| Contacts | View | Review | Full | Admin | + Security | |
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Add/edit contacts
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✓ | ✓ | ✓ | |
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View contacts (full list)
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✓ | ✓ | ✓ | ✓ | ✓ | |
| Custom Fields | View | Review | Full | Admin | + Security | |
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Add custom equipment field (on project)
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✓ | ✓ | ✓ | |
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Add custom equipment field (default)
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✓ | ✓ | |
| Add custom doc code/card fields |
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✓ | ✓ | |
| Add/edit project main fields |
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✓ | ✓ | ✓ | |
| Add/edit library card fields |
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✓ | ✓ | |
| Add/edit custom lists (for fields) |
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✓ | ✓ | |
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Set (add) custom levels defaults
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✓ | ✓ | |
| Customization | View | Review | Full | Admin | + Security | |
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Change labels (for project, etc.)
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✓ | ✓ | |
| Distribution Lists | View | Review | Full | Admin | + Security | |
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Create/manage (on project)
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✓ | ✓ | ✓ | |
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Create/manage from admin
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✓ | ✓ | |
| eSignature | View | Review | Full | Admin | + Security | |
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Manage instance eSignature settings
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✓ | |
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Sign documents
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✓ | ✓ | ✓ | ✓ | |
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View documents pending signature
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✓ | ✓ | ✓ | ✓ | |
| Expedite Projects | View | Review | Full | Admin | + Security | |
| Configure expedite report for projects |
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✓ | ✓ | ✓ | |
| Generate expedite requests |
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✓ | ✓ | ✓ | |
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View expedite list
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✓ | ✓ | ✓ | |
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View expedite report configuration (on project)
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✓ | ✓ | ✓ | ✓ | ✓ | |
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View expedite log (history of sent)
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✓ | ✓ | ✓ | |
| Generation Status | View | Review | Full | Admin | + Security | |
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View document generation statuses
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✓ | ✓ | ✓ | |
| Jobs | View | Review | Full | Admin | + Security | |
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Add/edit jobs
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✓ | ✓ | ✓ | ✓ | |
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View jobs
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✓ | ✓ | ✓ | ✓ | ✓ | |
| Library | View | Review | Full | Admin | + Security | |
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View library
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✓ |
✓ |
✓ | ✓ | ✓ | |
| Upload files to library |
✓ |
✓ |
✓ | ✓ | ✓ | |
| Add/edit library cards |
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✓ | ✓ | ✓ | |
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Add new library folder (i.e., document type)
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✓ | ✓ | ✓ | |
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Edit existing library folder (i.e., document type)
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✓ | ✓ | ✓ | |
| Multi-Project Card Report | View | Review | Full | Admin | + Security | |
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Search across multiple projects
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✓ | ✓ | ✓ | ✓ | ✓ | |
| Bulk download active (main) files | ✓ | ✓ | ✓ | ✓ | ✓ | |
| Bulk download secondary/native files | ✓ | ✓ | ✓ | ✓ | ✓ | |
| Bulk download comment files | ✓ | ✓ | ✓ | ✓ | ✓ | |
| Generate & download CSV report | ✓ | ✓ | ✓ | ✓ | ✓ | |
| Set expected date |
|
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✓ | ✓ | ✓ | |
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Create private filter set
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✓ | ✓ | ✓ | ✓ | ✓ | |
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Create public filter set
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✓ | ✓ | ✓ | ✓ | ✓ | |
| Other Lists | View | Review | Full | Admin | + Security | |
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Add/edit other lists
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✓ | ✓ | ✓ | |
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View other lists
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✓ | ✓ | ✓ | |
| Prices and Estimates | View | Review | Full | Admin | + Security | |
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Manage Prices & Estimates on project
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✓ | ✓ | ✓ | |
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Set default prices
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✓ | ✓ | |
| Project List | View | Review | Full | Admin | + Security | |
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View list of projects (*with access given)
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✓ | ✓ | ✓ | ✓ | ✓ | |
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Download list of projects (*with access given)
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✓ | ✓ | ✓ | ✓ |
| |
| Project Templates | View | Review | Full | Admin | + Security | |
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Edit in project
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✓ | ✓ | ✓ | |
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Add/edit own project fields templates
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✓ | ✓ | ✓ | |
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Add/edit all project fields templates
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✓ | ✓ | |
| Projects | View | Review | Full | Admin | + Security | |
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View project (card list, code list, equipment list, etc.)
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✓ | ✓ | ✓ | ✓ | ✓ | |
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Edit project (card list, code list, equipment list, etc.)
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✓ | ✓ | ✓ | |
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Create project (new/copy)
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✓ | ✓ | ✓ | |
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Complete project
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✓ | ✓ | ✓ | |
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Hide project
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✓ | ✓ | ✓ | |
| Projects (Additional Actions) | View | Review | Full | Admin | + Security | |
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Edit card states
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✓ | ✓ | ✓ | |
| View card states | ✓ | ✓ | ✓ | ✓ | ✓ | |
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Process card to unit changes
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✓ | ✓ | ✓ | |
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Re-assign obsolete cards
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✓ | ✓ | ✓ | |
| Project List | View | Review | Full | Admin | + Security | |
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View list of projects (dashboard/list/search)
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✓ | ✓ | ✓ | ✓ |
| |
| Queries List | View | Review | Full | Admin | + Security | |
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Add/edit queries
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✓ | ✓ | |
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View queries list
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✓ | ✓ | |
| Relationships | View | Review | Full | Admin | + Security | |
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Add/edit relationships
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✓ | ✓ | ✓ | |
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View relationships
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✓ | ✓ | ✓ | ✓ | ✓ | |
| Reports | View | Review | Full | Admin | + Security | |
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View (generate) Project Metrics report
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✓ | ✓ | ✓ | |
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View (generate) Assignment Activity report
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✓ | ✓ | ✓ | |
| Routing Actions (System Level) | View | Review | Full | Admin | + Security | |
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View open actions
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✓ | ✓ | ✓ | ✓ | ✓ | |
| Download files | ✓ | ✓ | ✓ | ✓ | ✓ | |
| Download CSV report | ✓ | ✓ | ✓ | ✓ | ✓ | |
| Complete actions |
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✓ | ✓ | ✓ | ✓ | |
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Assign action on any card
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✓ | ✓ | ✓ | |
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Assign action on card they are assigned to
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✓ | ✓ | ✓ | ✓ | |
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Bulk re-assign action on any card
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✓ | ✓ | |
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Bulk re-assign action on card they are assigned to
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✓ | ✓ | ✓ | ✓ | |
| Routing Scenario | View | Review | Full | Admin | + Security | |
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Set routing scenario defaults
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✓ | ✓ | |
| Stage Lists | View | Review | Full | Admin | + Security | |
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Create/manage on project
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✓ | ✓ | ✓ | |
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Create defaults
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✓ | ✓ | |
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Edit/delete defaults
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✓ | ✓ | |
| Submittals | View | Review | Full | Admin | + Security | |
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Make submittals
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✓ | ✓ | ✓ | |
| Supplier Portal | View | Review | Full | Admin | + Security | |
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Add/edit sub-supplier accounts
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✓ | ✓ | |
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View sub-supplier accounts
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✓ | ✓ | |
| Support Access | View | Review | Full | Admin | + Security | |
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Allow support access
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✓ | ✓ | ✓ | |
| Templates | View | Review | Full | Admin | + Security | |
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Upload templates to company profile
|
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✓ | ✓ | ✓ | |
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Add/edit own templates
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✓ | ✓ | ✓ | |
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Add/edit all templates
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✓ | ✓ | |
| User Management | View | Review | Full | Admin | + Security | |
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Edit own user
|
✓ | ✓ | ✓ | ✓ | ✓ | |
| Add/edit/inactivate users |
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✓ | ✓ | |
| Edit login name/email (for non-admin users - view/reviewer/full) |
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✓ | ✓ | |
| Edit login name/email (for admin users)
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✓ | |
| Update login password (all users) |
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✓ |
✓ | |
| Reactivate inactive users |
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✓ | |
| Set commercial contact |
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✓ | |
| Enable security permission |
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✓ | |
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View user list
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✓ | ✓ | |
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Change own user email (if SSO)
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✓ | |
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Change own affiliate(s)
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✓ | |
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Change own role
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✓ | |
| User Permissions | View | Review | Full | Admin | + Security | |
|
View user permissions
|
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✓ | ✓ | |
| Edit user permissions |
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✓ | ✓ | |
Security permissions provide additional access that can be added to the admin role. To learn more, see this article: Enable Security Permission for a User.