The following explains what a Collaborator can manage or view based on their assigned role. A Collaborator role can be assigned at the SideDrawer level, meaning all contents and files, or at the Record level, giving access only within that Record and its files.
SideDrawer Level Permission Management
These access levels apply to users for permission granted at the SideDrawer level.
Action | Owner (SD) | Editor (SD) | Contributor (SD) | Viewer (SD) | No Details (SD) |
See Timelines | Yes | Yes | Yes | Yes | No |
See Info Requests (Edit & Complete) | Yes | Yes | Yes | No | No |
See Collaborators | Yes | Yes | Yes | Yes | No |
Add Collaborators | Yes | Yes
| No | No | No |
Delete Collaborators | Yes | Yes | No | No | No |
See Record Contents (files) | Yes | Yes | Yes | Yes | No - only see Record name |
Create a Record | Yes | Yes | Yes | No | No |
Update a Record | Yes | Yes | Yes | No | No |
Delete a Record | Yes | Yes | No | No | No |
Upload a file to a Record | Yes | Yes | Yes | No | No |
Delete a file from a Record | Yes | Yes | No | No | No |
Download and print a file from a Record | Yes | Yes | Yes | Yes | No |
Receive notifications for all changes | Yes | Yes | Yes | Yes | No |
Assigned Info Requests | Yes | Yes | Yes | No | No |
See Reminders | Yes | Yes | Yes | Yes | No |
Add/Edit Reminders | Yes | Yes | Yes | No | No |
Delete Reminders | Yes | Yes | No | No | No |
Send Simple File Request | Yes | Yes | Yes | No | No |
Record Level Permission Management
These access levels apply to users for permission granted at the Record level.
Action | Editor (Record) | Contributor (Record) | Viewer (Record) | No Details (Record) |
See Timelines | Yes | Yes | No | No |
See Info Requests (Edit & Complete) | Yes | Yes | No | No |
See Collaborators | Yes | Yes | No | No |
Add Collaborators | Yes | No | No | No |
Delete Collaborators | Yes | No | No | No |
See Record Contents (files) | Yes | Yes | Yes | No - only see Record name |
Create a Record | Yes | Yes | No | No |
Update a Record | Yes | Yes | No | No |
Delete a Record | Yes | No | No | No |
Upload a file to a Record | Yes | Yes | No | No |
Delete a file from a Record | Yes | No | No | No |
Download and print a file from a Record | Yes | Yes | Yes | No |
Receive notifications for all changes | Yes | Yes | Yes | No |
Assigned Info Requests | Yes | Yes | No | No |
See Reminders | Yes | Yes | Yes | No |
Add/Edit Reminders | Yes | Yes | No | No |
Delete Reminders | Yes | No | No | No |
Send Simple File Request | Yes | Yes | No | No |
User Roles defined
User Role | Definition |
General user | A general user is an individual with a valid login to access the application. |
Collaborator | A user that has been invited to access a SideDrawer or a Record. |
Console Roles defined
Console Role | Definition |
Tenant | A Tenant is the main environment created for a Professional Organization to manage a SideDrawer program.
|
Affiliate | An Affiliate is an optional sub-section of a Tenant.
Tenant Owner and Tenant Managers have access to all Affiliate details as managers of the entire program. |
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