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Document Roles

Contents

  • Overview

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.

Document Roles

 

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.
Viewer
  • view the document's content and metadata at any stage in its current version.
    • this viewability exists for past versions as well.
  • compare document versions.
  • export document to DOCX/PDF.
  • view document and paragraph tags.
  • view data connections.
Read Released
  • view the document/template after it has been released;
  • compare document versions.