User Permissions - Quick Reference Guide


This article will show you at a glance which functions each type of user permission is able to access. 


Documents
ADMINISTRATOR
DOCUMENT ADMINISTRATOR
TEMPLATE ADMINISTRATOR
STANDARD 
USER
Document settings
Change status of a final document




Edit a document with final status




Delete a document    



(Can only DELETE own documents)
Edit document filters    




Unlock documents not locked by the user




Create a document from a template    





Templates    
ADMINISTRATOR
DOCUMENT ADMINISTRATOR
TEMPLATE ADMINISTRATOR
STANDARD USER
Create a document from a template




Edit templates    




Duplicate templates    




Delete templates




Template settings    




Edit template filters    




Unlock/Lock templates    


Contacts
ADMINISTRATOR
DOCUMENT ADMINISTRATOR
TEMPLATE ADMINISTRATOR
STANDARD USER
Add, edit & delete contacts


System Admin
ADMINISTRATOR
DOCUMENT ADMINISTRATOR
TEMPLATE ADMINISTRATOR
STANDARD USER
Admin menu
Users/Teams/Connections

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