Users will be authorised to perform a certain action if they have a role on the inbox that includes the required permission.
Roles
A role essentially consists of a label, the name of the role (e.g., administrator, supervisor, team leader, operator), the set of permissions that are granted to that role, and the settings for that role.
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.
Editing roles
Add a role: 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.
Remove a role: Tick the box beside the role that you would like to remove. Click on the red box on the bottom right corner of the page. This will automatically remove the selected column.
Table of Permissions
Permission | Usage / allow to |
view_statistics | check statistics:
|
upload | upload document |
review |
|
submit | submit document |
edit_format_settings |
|
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 |
|
escalate_document |
|
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 |