A Role defines what a user is allowed to view, print, and download.
 

Once you have uploaded a document to your project you still need to define which users have access to it and what level of access they have. This is done by grouping users into Roles, and then applying permissions to those roles.
 

Establishing a Role is the first step in managing users within your project. Not all information on a project is intended for everyone. Certain content may be confidential or simply irrelevant to particular groups of people. By assigning users to Roles and then assigning document and folder access to the Role, content will be protected from unauthorized viewing.
 

Reviewers will only see information that they have been granted access to.

 

Types of Roles

 

There are four main Role types available: Project Admin, Reviewer with Manage Permissions, Reviewer with Additional Feature Access, and Reviewer Roles.

 

Project Admin Role:

Functionality: Project Admins have access to features such as Documents, Permissions, Users, and Analytics. In addition, they have the ability to activate the Q&A and Redaction tabs.

Content: Project Admins have view, print, download, and edit access to all documents within all Filerooms on the site.

Reviewer with Manage Permissions Role:

Functionality: Manage roles have access to Documents, and can upload files to all or portions of a fileroom, depending on the access granted by project admins. 

Reviewers with manage permissions are able to create folders, upload files, rename items, replace unpublished items, and move items to the recycle bin. All content uploaded by reviewers with manage permissions is posted as unpublished, inheriting destination permissions settings. 

They can also move unpublished items to new folders where manage permissions have been granted. Moved items inherit destination permissions and remain unpublished regardless of the published/unpublished status of the destination folder.

They cannot copy content; nor can they change user permissions, site settings, or run reports.

Content: Reviewer roles with Manage rights have view, print, download, and edit access to documents as granted by project admins.  

Reviewer With Additional Feature Access:

Functionality: Reviewers with Additional Feature Access (AFA) can be granted a variety of access to administrative functions, as displayed in Permissions > Feature Access.

Content: Reviewer roles can be granted view, print, and download permissions for individual folders and documents as specified by the Project Admin(s).

 

Reviewer Role:

Functionality: Reviewer roles may be granted access to participate in Q&A, if it is enabled on the project. They cannot be granted access to Permissions, Users, or Analytics and thus will not be able to access or see these tabs.

 

Content: Reviewer roles can be granted view, print, and download permissions for individual folders and documents as specified by the Project Admin(s).