This article will show you at a glance which functions each type of user permission is able to access.
Documents | ADMINISTRATOR | DOCUMENT ADMINISTRATOR | TEMPLATE ADMINISTRATOR | STANDARD USER |
Document settings | ||||
Change status of a final document | ||||
Edit a document with final status | ||||
Delete a document | (Can only DELETE own documents) | |||
Edit document filters | ||||
Unlock documents not locked by the user | ||||
Create a document from a template |
Templates | ADMINISTRATOR | DOCUMENT ADMINISTRATOR | TEMPLATE ADMINISTRATOR | STANDARD USER |
Create a document from a template | ||||
Edit templates | ||||
Duplicate templates | ||||
Delete templates | ||||
Template settings | ||||
Edit template filters | ||||
Unlock/Lock templates |
Contacts | ADMINISTRATOR | DOCUMENT ADMINISTRATOR | TEMPLATE ADMINISTRATOR | STANDARD USER |
Add, edit & delete contacts |
System Admin | ADMINISTRATOR | DOCUMENT ADMINISTRATOR | TEMPLATE ADMINISTRATOR | STANDARD USER |
Admin menu Users/Teams/Connections |