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It is important to note that users do not have a role as such, they always have a role for a certain inbox. While it is possible to provide users with a role on all inboxes of an organisation (using the wildcard), this is not recommended except for the administrator of the organisation.
Adding, renaming and removing Editing rolesTo add
Add a role
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: Click on the green button on the bottom right corner of the Roles and Permissions screen. This will automatically add a column on this page. Click on the yellow button on the bottom right corner of the page.
Rename: Click on the box that frames “New Role” on the top screen to rename it.
Add permission: Tick any boxes that you may seem adequate for your new role.
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Click on the yellow button on the bottom right corner of the page.
Remove a role:
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Tick the box beside the role that you would like to remove
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. Click on the red box on the bottom right corner of the page. This will automatically remove the selected column.
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Table of Permissions
Permission | Usage / allow to |
view_statistics | check statistics:
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upload | upload document |
review |
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submit | submit document |
edit_format_settings |
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view_list | access inbox page (list of documents) actions according to other permissions |
view_projects | access and modify studio → project |
edit_users | access and modify user management → SSO and users |
edit_roles | access and modify user management → roles and permissions |
create_inbox | access studio → projects → create project and allow to create a project from scratch or use pre-configured project |
edit_automation_settings | access and modify settings → automation |
edit_retention_settings | access and modify settings → data retention |
edit_sampling_settings | access and modify settings → sampling |
edit_dashboard_settings | access and modify settings → portal |
edit_review_settings | access and modify settings → review |
edit_backend_settings | access and modify studio → backends |
write_feedback | access and modify feedback (editable) |
read_feedback | access feedback (read-only) |
write_release_notes | access and modify documentation → release notes (editable) |
read_release_notes | access documentation → release notes (read-only) |
versions | review → show versions |
reject_document |
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escalate_document |
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never_twice | access and modify never twice |
edit_translations | access translate editor and update translations |
pick_next_escalated | review → pick next also escalated documents |
release_lock | inbox → action: release lock |
de_escalate_document | inbox → action: de-escalate document |
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