Role-Based Permissions

Role-Based Permissions ensure that access to documents, actions, and workflows is controlled and aligned with each user’s responsibilities. Permissions are assigned through predefined or custom roles, allowing organizations to tailor access levels based on function, department, or authority.

Each user added to the system is associated with a specific role, which determines what information they can view, edit, approve, or manage. This structure simplifies administration by grouping permissions according to common job functions while maintaining strict control over sensitive information.

The following four administrator roles are automatically available to all customers and can’t be changed:

• System Administrator
• Project Administrator
• Access Administrator
• Group Administrator

Additionally, customized roles can be created and defined to meet unique operational or compliance needs. This flexible model helps maintain data security, supports compliance with access control requirements, and ensures that users only interact with the information necessary to perform their work.