Guide6 minutes
Managing roles and permissions
Decide who sees which module and which documents.
1
Create a role
In administration choose "Roles" and create a new one, or copy an existing one.
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2
Choose the permissions
Tick which module and which action — view, create, edit, delete — belongs to this role.
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3
Set the scope
Say whether the role sees only its own documents, its department’s, or the whole organisation’s.
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Tip
✓ A document outside a user’s scope appears in no search and opens from no direct link.
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