Roles and permissions
RedactManager offers different user roles to ensure users can access the features based on their needs.
Roles: User, manager, user admin, and admin.
Permissions: Dossier owner, approver, and reviewer.
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: Regular users can become dossier members.
Manager: Managers can become dossier members, create dossiers and become dossier owners. (The manager role includes the user role.)
The manager role includes the user role.
User admin: User admins can manage the RedactManager users (create new users, assign roles, etc.).
Admin: Admins have administrator rights for RedactManager. (The admin role includes the user admin role.)
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.
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.
Reviewer: Human review of the automatically detected documents follows the 4-eyes principle (2-step approval process). Reviewers perform the first level of review. Once assigned to a document, reviewers can edit and remove redactions and add manual redactions where necessary before passing on the document to an approver.
Approver: Approvers perform the second level of review. Once assigned to a document. Approvers can edit and remove redactions and add manual redactions where necessary before giving final approval to the document.
Users can get the following permissions depending on their role:
Dossier owner | Approver | Reviewer | |
|---|---|---|---|
User |
|
|
|
Manager |
|
|
|
User admin |
|
|
|
Admin |
|
|
|
Manager & admin |
|
|
|
The following table shows which features are available to users with the respective permission:
Feature | Permissions for Users and Managers | Permissions for Admins | |||
|---|---|---|---|---|---|
Reviewer | Approver | Owner | User admin | Admin | |
Create/delete/archive dossier; edit dossier properties |
|
|
|
|
|
Upload documents to a dossier; open / read documents in a dossier |
|
|
|
|
|
Edit and remove redactions in documents; add manual redactions (prerequisite: needs to be assigned to the document) |
|
|
|
|
|
Give final approval to the document (prerequisite: needs to be assigned to the document) |
|
|
|
|
|
Create / delete / edit user |
|
|
|
|
|
Manage dossier templates, access the audit log and licensing information, manage users. |
|
|
|
|
|