Application and dossier roles
RedactManager offers different application and dossier roles to ensure users can access the features based on their needs.
Application roles: User, Manager, and Admin
Dossier roles: Dossier Owner, Approver, and Reviewer
In this section, you will learn more about the tasks you can perform with the different application and user roles in RedactManager.
The following application roles are available and can be assigned by the admin:
User: Regular users can become dossier members.
Manager: Managers can become dossier members and manage dossiers (i.e., create dossiers and become dossier owners).
Admin: Admins have administrator rights for RedactManager. (Please see our Admin Manual to learn more about the admin settings and features.)
Good to know:
Users can hold multiple roles.
If you have been assigned 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 admin features.
The following dossier roles are available:
Dossier owner: The dossier owner manages the dossier, adds dossier members, and grants them the reviewer or the approver role. (Only managers can become dossier owners.)
Human review of the automatically detected redactions follows the 4-eyes principle (2-step approval process):
Reviewer: performs 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: performs 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.
The dossier roles can be assigned on dossier level. For further information, please see Dossier members.
This table outlines the dossier roles that are available based on the user's application role.
Dossier owner | Approver | Reviewer | Admin | |
---|---|---|---|---|
User | ||||
Manager | ||||
Admin |
The following table shows which features are available to users with the respective dossier role:
Feature | Roles | ||
---|---|---|---|
Reviewer | Approver | Dossier owner | |
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 |