For Administrators and Users


This tutorial will cover each of the roles that you can grant to users via your Administrative Dashboard, but we won't cover every use case; if you have a question, feel free to search our forums or submit your use case there.

View the table below for a quick overview of the capabilities associated with each role.

Table_of_permissions_and_roles.JPG


Here is a quick overview of each role:

Admin (Account Owner)

This is the owner of the account, and has access to the entire Admin Dashboard, including Billing.

Team Admin

This is a sub-Admin, designated by the Admin, who can manage users, integrations, licenses, collaboration settings, and other details, but cannot access the Billing page.

Billing Admin

This is a sub-admin, designated by any Admin, who only has access to the Billing page.

Licensed Team User

This is a user on your Team who has access to all of the premium features, but does not have access to the Team page.

Unlicensed Viewer

This is a user on your team who does not have a license, and is not allowed to edit, share, or change documents in any way, but can view documents as received.


 Once you're on the "Users" page, you can see the roles associated with each member of your team on the right-hand side of the list. 

role.PNG.

Editing Roles

To edit a role from the "Users" page,

  1. Select the user(s) you would like to edit by checkmarking the box on the far left of the table.
  2. Click "Actions" on the top bar. You will see a drop-down menu with several options. Simply click "Edit Roles".
    Actions.PNG
  3. Next, you will see a pop-up window where you can select between the different roles that person can have. Select the appropriate option and click "Save". 
    rolechoice.PNG
  4. You may also have an unlicensed user, who has view-only permissions, and want to give them a license to give them the full editing permissions associated with a licensed user. To do this, click "Actions" again and then "Edit Licenses". Here, you can choose whether or not that user has a license.
    editlicenses.PNG 

 

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