User Roles vs Workspace Access Levels

Manager User

This role is intended for users who require full control and authority over app settings. A manager role inherits all permissions from both Power and Basic users, granting them access to all app features and settings.

Power User

This role is for users that can create records and access record settings. A power user does not have access to app settings.

Basic User

This role is for users that can search and view records. A basic user does not have access to app or record settings.

Full Access

This access level is intended for users that need complete control over folder organization structure. They can create, modify, delete, and share documents as needed.

• Permissions:

  • CRUD folders within workspace

  • Access to create and modify folders

  • Can perform all file actions

Collaborator

• This access level is intended for users that need to create and modify files.

• Permission Restrictions:

  • Cannot remove, or move local folders

  • Can add local folders & Folder Templates but cannot delete them

  • Can perform all file actions except:

    • Finalize

Viewer

This access level is intended for users who need to review or download documents. This access level cannot edit or create folders or files.