Skip to main content

Index: Roles

#EN #Application #Web #ManageUsers

Updated over a year 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

Permissions
​(Additional Roles)

Standard-Observer

Dispatcher

Mechanic

Controller

Technician

Web Technician

Technician Plus

Infrastructure

API

Can access the Paperless Forms app

✅

✅

✅

✅

✅

✅

Can access the Paperless Forms app

✅

✅

✅

✅

✅

✅

✅

Can access the workspace

✅

✅

✅

✅

✅

✅

Can access the workspace

✅

✅

✅

✅

✅

✅

✅

Can access the magnifying glass to search through the workspace

✅

✅

✅

✅

✅

✅

Can access the magnifying glass to search through the workspace

✅

✅

✅

✅

✅

✅

✅

*Can create new forms

✅

✅

✅

*Can create new forms

✅

✅

✅

✅

✅

✅

✅

*Can access the Editor mode

✅

*Can access the Editor mode

*Can manage default tags

✅

*Can manage default tags

*Can manage additional tags

✅

*Can manage additional tags

✅

✅

✅

✅

✅

Can fill out forms

✅

✅

✅

✅

✅

✅

Can fill out forms

✅

✅

✅

✅

✅

✅

✅

Can access attachments in forms

✅

✅

✅

✅

✅

✅

Can access attachments in forms

✅

✅

✅

✅

✅

✅

✅

*Can link attachments and send notifications

✅

✅

✅

*Can link attachments and send notifications

✅

✅

✅

✅

✅

✅

✅

*Can unlink forms and PDF files

✅

✅

*Can unlink forms and PDF files

Can access the form validation option

✅

✅

✅

✅

✅

✅

Can access the form validation option

✅

✅

✅

✅

✅

✅

✅

Can archive a form

✅

✅

✅

✅

✅

✅

Can archive a form

✅

✅

✅

✅

✅

✅

✅

*Can edit an archived form

✅

✅

*Can edit an archived form

✅

*Can access the task scheduling

✅

✅

*Can access the task scheduling

✅

*Can access the «No production» option

✅

✅

*Can access the «No production» option

✅

Can discard forms

✅

✅

✅

✅

✅

✅

Can discard forms

✅

✅

✅

✅

✅

✅

✅

*Can delete and restore forms

✅

✅

*Can delete and restore forms

✅

✅

✅

✅

*Can unlock a user's signature

✅

*Can unlock a user's signature

*Can overwrite a table with a matrix

✅

✅

*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

Permissions
​(Additional Roles)

Standard-Observer

Dispatcher

Mechanic

Controller

Technician

Web Technician

Technician Plus

Infrastructure

API

*Can access the website

✅

✅

✅

*Can access the website

✅

✅

✅

✅

✅

✅

✅

Can access the Home section

✅

✅

✅

Can access the Home section

✅

✅

✅

✅

✅

✅

Can search forms

✅

✅

✅

Can search forms

✅

✅

✅

✅

✅

✅

*Can edit an archived form

*Can edit an archived form

✅

*Can access the «No production» option

*Can access the «No production» option

✅

*Can access the form history

*Can access the form history

Can archive a form

✅

✅

✅

✅

Can archive a form

✅

✅

✅

✅

✅

✅

*Can unarchive a form

*Can unarchive a form

*Can access the Quick Search section

*Can access the Quick Search section

✅

✅

✅

*Can manage quick searches

*Can manage quick searches

✅

✅

✅

*Can access the Saved Results section

*Can access the Saved Results section

✅

✅

✅

*Can manage saved results

*Can manage saved results

✅

✅

*Can access the Records section

*Can access the Records section

*Can access the Shared Documents section

*Can access the Shared Documents section

✅

✅

✅

✅

*Can manage document shares

*Can manage document shares

✅

✅

✅

✅

*Can access the Dashboards section

*Can access the Dashboards section

*Can access the Admin section

*Can access the Admin section

✅

✅

✅

✅

✅

✅

✅

*Can access the Manage Users subsection

*Can access the Manage Users subsection

*Can access the Manage Custom Roles subsection

*Can access the Manage Custom Roles subsection

*Can access the Auto-Incremented Keys subsection

*Can access the Auto-Incremented Keys subsection

*Can access the View License Information subsection

*Can access the View License Information subsection

✅

*Can access the Export Data subsection

*Can access the Export Data subsection

✅

*Can access the BI Access subsection

*Can access the BI Access subsection

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

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

✅

✅

✅

✅

✅

✅

Can access the live chat with Paperless Forms support

✅

✅

✅

Can access the live chat with Paperless Forms support

✅

✅

✅

✅

✅

✅

Can access the online Help Center

✅

✅

✅

Can access the online Help Center

✅

✅

✅

✅

✅

✅

Can be used for the Azure API authentication

✅

Can be used for the Azure API authentication

✅

Did this answer your question?