Roles and permissions
RedactManager offers different user roles. The different roles have different permissions and can therefore use different features.
Roles: User, Manager, and Admin.
Permissions: Dossier Owner, Reviewer, Approver, User Admin and Admin.
Good to know:
The User Admin and the Admin permissions correspond to the eponymous roles.
In this chapter you will learn more about the tasks you can perform with the different roles and permissions in RedactManager – and you will find out which features you can use.
In this section you will learn more about the different roles in RedactManager.
A user can hold multiple roles at the same time. The Manager role, for example, includes the User role, and the (Application) Admin role includes the User Admin role. A Manager & Admin holds the Admin role and the Manager role.
Good to know:
The following role descriptions are based on the assumption that the user only has the role described in each case. That serves a better understanding of the respective role. As mentioned above, different roles can be combined with each other.
User: User role focuses on editing and approving documents and does not have permissions for all features in RedactManager. The User role does not allow you to create, own, and manage dossiers.
Manager: As a Manager, you have permissions for all features in RedactManager. That means: You can edit and approve documents, and you can create, own and manage dossiers. However, there is one exception: You cannot access the admin features because you do not have administrator rights.
User Admin: As a User Admin your admin rights are limited to user management. You can create new RedactManager users and delete existing users. You can also change the users' roles, assign a different role to a user or revoke an existing role – and disable active users. However, you cannot create and edit dossiers or documents.
Admin: As an Admin, you hold the administrator rights for the entire application, including the user management. Therefore, you can access all features in the admin area. However, you cannot create and edit dossiers or edit documents, however.
Good to know:
If you hold both the Manager and Admin role, all RedactManager features are available to you: You can edit and approve documents - and also create, own, and manage dossiers. You can also access all the features in the admin area.
Reviewer: The Reviewer's editing features are limited. Reviewers can only suggest redactions. The redactions must then be confirmed by the Dossier Owner or Approver (2-level authorization scheme).
Approver: As an Approver, you can use all the editing features. However, you don't have permission to create and close dossiers, and you are not allowed to edit the dossier properties.
Dossier Owner: As a Dossier Owner, you can create, own and manage a dossier, close a dossier and edit the dossier properties. Apart from that, the Dossier Owner has permission to use all the other application features.
User Admin: As a User Admin, you only have administrator rights for the user management. User admins can create new RedactManager users and delete existing ones. You can also change users' roles: You can assign another role to a user or revoke an existing role – and you can disable active users. You cannot create and edit dossiers or documents, however.
Admin: As an Admin, you hold the administrator rights for the entire application, including the user management. Therefore, you can access all features in the admin area. You cannot create and edit dossiers or edit documents, however.
Depending on your role, you automatically have the following permissions:
Dossier Owner | Approver | Reviewer | Admin | User Admin | |
---|---|---|---|---|---|
User | |||||
Manager | |||||
User Admin | |||||
Admin | |||||
Manager & Admin |
Depending on your permissions, you can use the following features or carry out the following actions:
Feature | Permissions | ||||
---|---|---|---|---|---|
Reviewer | Approver | Dossier Owner | User Admin | Admin | |
Create / delete / finish dossier; edit dossier properties | |||||
Upload documents to a dossier; open / read documents in a dossier | |||||
Suggest further redactions in a document / suggest changes | |||||
Edit redactions in documents; approve / decline suggestions | |||||
Create / delete / edit user | |||||
Edit / delete dossier templates, create / edit / delete dictionaries, upload a digital signature, access the audit log and licensing information, increase number of licensed pages, configure SMTP server, enable password forgotten link on login page. |