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Index: Roles

#EN #Application #Web #ManageUsers

Updated over a week ago

Roles Access

Paperless Forms App

* = Permissions that can be assigned via custom role creation functionality

Permissions
(Default/Custom Roles)

Access through a custom role

Limited

Standard

Observer

Management

Administrator

Can access the Paperless Forms app

Can access the workspace

Can access the magnifying glass to search through the workspace

*Can create new forms

*Can access the Editor mode

*Can manage default tags

*Can manage additional tags

Can fill out forms

Can access attachments in forms

*Can link attachments and send notifications

*Can unlink forms and PDF files

Can access the form validation option

Can archive a form

*Can edit an archived form

*Can access the task scheduling

*Can access the «No production» option

Can discard forms

*Can delete and restore forms

*Can unlock a user's signature

*Can overwrite a table with a matrix


Paperless Forms Website

* = Permissions that can be assigned via custom role creation functionality

Permissions
(Default/Custom Roles)

Access through a custom role

Limited

Standard

Observer

Management

Administrator

*Can access the website

Can access the Home section

Can search forms

*Can edit an archived form

*Can access the «No production» option

*Can access the form history

Can archive a form

*Can unarchive a form

*Can access the Quick Search section

*Can manage quick searches

*Can access the Saved Results section

*Can manage saved results

*Can access the Records section

*Can access the Shared Documents section

*Can manage document shares

*Can access the Dashboards section

*Can access the Admin section

*Can access the Manage Users subsection

*Can access the Manage Custom Roles subsection

*Can access the Auto-Incremented Keys subsection

*Can access the View License Information subsection

*Can access the Export Data subsection

*Can access the BI Access subsection

*Can access the download link for the Windows version of Paperless Forms

Can access the live chat with Paperless Forms support

Can access the online Help Center

Can be used for the Azure API authentication

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