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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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