Roles Access
Paperless Forms App
* = Permissions that can be assigned via custom role creation functionality
Permissions  | 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  | 
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*Can access the Editor mode  | 
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*Can manage default tags  | 
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*Can manage additional tags  | 
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Can fill out forms  | ✅  | ✅  | ✅  | ✅  | ✅  | ✅  | 
Can access attachments in forms  | ✅  | ✅  | ✅  | ✅  | ✅  | ✅  | 
*Can link attachments and send notifications  | 
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*Can unlink forms and PDF files  | 
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Can access the form validation option  | ✅  | ✅  | ✅  | ✅  | ✅  | ✅  | 
Can archive a form  | ✅  | ✅  | ✅  | ✅  | ✅  | ✅  | 
*Can edit an archived form  | 
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*Can access the task scheduling  | 
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*Can access the «No production» option  | 
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Can discard forms  | ✅  | ✅  | ✅  | ✅  | ✅  | ✅  | 
*Can delete and restore forms  | 
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*Can unlock a user's signature  | 
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*Can overwrite a table with a matrix  | 
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Paperless Forms Website
* = Permissions that can be assigned via custom role creation functionality
Permissions  | Access through a custom role  | Limited  | Standard  | Observer  | Management  | Administrator  | 
*Can access the website  | 
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Can access the Home section  | 
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Can search forms  | 
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*Can edit an archived form  | 
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*Can access the «No production» option  | 
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*Can access the form history  | 
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Can archive a form  | ✅  | 
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*Can unarchive a form  | 
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*Can access the Quick Search section  | 
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*Can manage quick searches  | 
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*Can access the Saved Results section  | 
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*Can manage saved results  | 
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*Can access the Records section  | 
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*Can access the Shared Documents section  | 
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*Can manage document shares  | 
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*Can access the Dashboards section  | 
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*Can access the Admin section  | 
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*Can access the Manage Users subsection  | 
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*Can access the Manage Custom Roles subsection  | 
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*Can access the Auto-Incremented Keys subsection  | 
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*Can access the View License Information subsection  | 
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*Can access the Export Data subsection  | 
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*Can access the BI Access subsection  | 
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*Can access the download link for the Windows version of Paperless Forms  | 
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Can access the live chat with Paperless Forms support  | 
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Can access the online Help Center  | 
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Can be used for the Azure API authentication  | 
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