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, user admin, and admin.
Dossier roles: 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 application and user roles in RedactManager.
The following application roles are available and can be assigned by you as the admin:
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 and manage dossiers (i.e., create dossiers and become dossier owners).
User admin: User admins can manage the RedactManager users (create new users, assign roles, etc.).
Admin: Admins have all administrator rights for RedactManager, including user admin.
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.
The dossier roles are assigned by the users on dossier level. Users must be Dossier members to be assigned. 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 documents follows the 4-eyes principle (2-step approval process):
Reviewer: 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 | |
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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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The following table shows which features are available to users with the respective permission:
Feature | Permissions for Users and Managers | Permissions for Admins | |||
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Reviewer | Approver | Owner | User admin | Admin | |
Create/delete/archive dossier; edit dossier properties |
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Upload documents to a dossier; open / read documents in a dossier |
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Edit and remove redactions in documents; add manual redactions (prerequisite: needs to be assigned to the document) |
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Give final approval to the document (prerequisite: needs to be assigned to the document) |
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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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