Authorized Users have the option to edit Permissions for access to Binders, Folders, Documents, and Placeholders. This allows Team Owners and Team Administrators to determine which actions are available to other Users. Permissions are assigned by creating Roles, editing their Permissions, and assigning those Roles to Users. Permissions are most relevant to Roles when performing tasks such as defining the visibility of a Document and sharing Documents.
Permissions that can be enabled or disabled include:
- Binder, Folder, and Document management
- Document editing tools
- Expiration and due date management
- Signature management
- Request Signature
- Sign Document
- Task management
- Ability to view documents with PII
Team Owners and Administrators can assign appropriate Permissions to the specific User Roles once they have been created. For more information about how to assign Permissions, see How do I assign permissions to specific roles?
You may want to include identifiers to ease the task of properly assigning Roles; e.g., "Regulatory Binder Admin - non-PII" tells the assigner that this Role may be assigned to allow Users to do anything inside the regulatory binder that doesn't involve Documents containing PII.
For additional information on managing User Roles, see What are roles, and how do I create them?