Document Roles
Contents
Overview
Each role has a detailed distinction across several aspects of document access. Find more information on each of the role's access rights below.
| Permission |
Description |
| 'Owner' |
- view, edit, clone and export a document;
- create, delete, restore and archive any paragraphs;
- upload and download file attachments;
- edit document metadata and document settings;
- manage document stages;
- add and remove other collaborators, change their roles and permissions;
- add and remove approvers;
- view and add comments;
- compare document versions, view activity timeline, and manage approvals;
- view document history and download the audit report;
- add, edit and remove suggested changes;
- view, accept and reject suggested changes;
- release a document;
- draft a new document version;
- create and edit modification;
- add tags on document and paragraph level;
- create and manage data connections;
- create, edit and delete tasks;
- archive and restore a document.
|
| 'Editor' |
- view, edit, clone and export a document;
- create, delete, restore and archive own paragraphs;
- upload and download file attachments;
- add and remove approvers;
- view document settings, metadata and user permissions;
- add, edit and remove suggested changes;
- view, accept and reject suggested changes;
- view and add comments;
- review a document, compare document versions and manage approvals;
- view document history and download the audit report;
- create and edit modification;
- create, edit and delete tasks.
|
| 'Reviewer' |
- view, clone and export a document;
- view and add comments;
- track changes, compare versions and view document timeline;
- manage approvals;
- view metadata;
- add, edit and remove suggested changes;
- view, accept and reject suggested changes;
- create and edit modification;
- compare document versions;
- view and suggest changes;
- create, edit and delete tasks.
|
| 'Read Released' |
- view the document/template after it has been released;
- compare document versions.
|
