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Collaborator Permissions

Understand the level of access based on the collaborator type

Support avatar
Written by Support
Updated over 5 months ago

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
โ€‹

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.


The Tenant has Branding and UX Configurations, Workflows (Info requests and Content packages), Program Administrators (Tenant Owner, Tenant Manager and Brand Manager), affiliates (definition below), created SideDrawers with assigned subscriptions and Team configurations (a fast way to assign a group of users access).

Affiliate

An Affiliate is an optional sub-section of a Tenant.


A Tenant can be the 'parent' entity to many affiliates.


Organizations create affiliates to create segregated environments for different groups of managing users.


โ€‹If I have a practice with multiple advisors who I do not want to see each other's work, I can create for each advisor their own affiliate and assign them to that affiliate (this is called a Brand Manager). This means each group assigned to an Affiliate in my Tenant have their own segregated 'independent' work space.

Tenant Owner and Tenant Managers have access to all Affiliate details as managers of the entire program.

By clicking below, you can download the full Info Guide

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