Roles and permissions
RedactManager offers different user roles to ensure users can access the features based on their needs.
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 section, you will learn more about the tasks you can perform with the different roles and permissions in RedactManager.
A user can hold multiple roles at the same time.
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.
User: You focus on editing and approving documents and do not have permissions for all features in RedactManager. The User role does not allow you to create, own, and manage dossiers.
Manager: You have permissions for all features in RedactManager. That means: You can edit and approve documents, and create, own, and manage dossiers. There is one exception: You cannot access the Admin features because you do not have administrator rights.
The Manager role includes the User role.
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 users. However, you cannot create and edit dossiers or documents.
Admin: You hold administrator rights for the entire application, including user management. Therefore, you can access all features in the admin area. However, you cannot create and edit dossiers or edit documents.
The Admin role includes the User Admin role.
Good to know:
If you hold the Manager and the Admin role, all RedactManager features are available: You can edit and approve documents—and create, own, and manage dossiers. You can also access all the features in the admin area.
Reviewer: Your editing features are limited. Reviewers can only suggest redactions and dictionary entries. The Dossier Owner or an Approver (2-step approval process) must confirm the suggested redactions and dictionary entries.
Approver: You can use all the editing features. However, you don't have permission to create and archive dossiers and cannot edit the dossier properties.
Dossier Owner: You can create, own and manage a dossier, archive a dossier, and edit the dossier properties. The Dossier Owner is also permitted to use all the other application features.
Depending on your role, you can get the following permissions:
Dossier Owner | Approver | Reviewer | |
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User |
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Manager |
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User admin |
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Admin |
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Manager & Admin |
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Depending on your permissions, you can use the following features or carry out the following actions:
Feature | Permissions for Users and Managers | Permissions for Admins | |||
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Reviewer | Approver | Owner | User admin | Admin | |
Create/delete/finish dossier; edit dossier properties |
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Upload documents to a dossier; open / read documents in a dossier |
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Suggest further redactions in a document / suggest changes |
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Edit redactions in documents; approve / decline suggestions |
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Create / delete / edit user |
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Manage dossier templates, access the audit log and licensing information, manage users. |
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