Custom roles are roles created by the company itself, allowing you to assign different permissions to your users, according to your preferences, so you don't have to use the default roles offered by Paperless Forms.

Once added, the role will be added under the site in the list on the left, allowing you to view, edit or delete the role.

Once added, the role will be added under the corporate group in the list on the left, allowing you to view, edit or delete the role.

If the Role available to all sites checkbox has been ticked, the icon next to the role name in the list will be different and this role will be available for use by the sites in your group.

It is possible to block access to your group's sites to the new Manage Custom Roles subsection to allow only corporate administrators to create, edit and delete roles.

To do this, contact the Paperless Forms support so that we can block access to your group's sites.

If the role has been assigned to one or more users and is deleted, a warning will appear and the replacement role will be Limited.

These permissions are linked to the application and the website in general.

In App: Provides access to the "+" card on the workspace to create new blank forms.
Provides access to create new forms when linking a form to an invalid cell.

In App: Provides access to the Editor mode, which allows the creation, modification and/or deletion of form templates.

In App: Provides access to the "+" card in the attachments option to link a Paperless Forms form or PDF file to a current form.
Provides access to the menu within the invalidity bar to link a form and send notifications.

In App: Provides access to unlink forms from a form or a cell. Provides access to the removal of attached PDF files on forms after it is saved.

In App: Provides access to add and/or remove the default tags found on a form.

In App: Provides access to add and/or remove additional tags found on a current form.

In App: Provides access to edit an archived form or archived linked form.
​On the Website: Provides access to edit an archived form through the remote open option from the website (open from website to app button).

In App: Provides access to delete a form by holding the save button.

On the Website: Provides access to delete a form via the designated icon when a form is viewed.
Provides access to search deleted forms and restore them if necessary.

In App: Provides access to task scheduling on a form from the workspace.

In App: Provides access to the option to apply a state of «No production» to an individual form from the workspace.

On the Website: Provides access to the option to apply a status of «No production» to one or more forms from the search results obtained.

In App: Provides access to unlock a user's profile signature so that they can change it.

In App: Provides access to overwrite data already entered in a table when a matrix is triggered.

These permissions are linked to the website and its functionalities.

On the Website: Provides access to the Paperless Forms website.

On the Website: Provides access to the form's big actions such as creation, delete and archive, among others.

On the Website: Provides access to the unarchive option to send an archived form back to the workspace within the Paperless Forms app.

On the Website: Provides access to the Quick Search section which allows you to create search favorites and subscriptions (automated emails).

On the Website: Provides access to manage quick searches, which allows their creation, modification and/or deletion.

On the Website: Provides access to the Saved Results section which allows the creation, modification and/or deletion of saved results.

On the Website: Provides access to manage saved results, which allows their creation, modification and/or deletion.

On the Website: Provides access to the Records section which allows to review the users' signatures on documentation.

On the Website: Provides access to the Shared Documents section which allows you to search and view all created shares.

On the Website: Provides access to manage document shares, which allows their creation, modification and/or deletion.

On the Website: Provides access to the Dashboards section which allows access to the BI dashboards that have been integrated into the client's website.

On the Website: Provides access to the Admin section which allows access to features primarily reserved for system administrators.

On the Website: Provides access to the Manage Users subsection which allows the creation, modification and/or deletion of users as well as the management of their permissions and access.

On the Website: Provides access to allow the creation, modification and/or deletion of the users.

On the Website: Provides management to user access to forms by giving them and/or deleting tags.

On the Website: Provides access to the Manage Custom Roles subsection which allows to create roles with custom permissions for your users.

On the Website: Provides access to the Auto-Incremented Keys subsection which allows to create custom incremented values to add to your forms for better identification.

On the Website: Provides access to the View License Information subsection which allows to keep track of the used licenses throughout your site.

On the Website: Provides access to the Export Data subsection which allows to export the forms manually, individually or grouped.

On the Website: Provides access to the BI Access subsection which allows to access the encrypted information to connect to your database for multiple purposes, including trending.

On the Website: Provides access to the link to download the latest version of Paperless Forms for Windows.

Paperless Forms offers default roles for its users, but these may not be exactly what you want your users to have access to.

Here's a list of the permissions selected for the default roles, which you can use as a basis for creating a custom role:

The Limited role has no access to any of the permissions offered in the custom roles feature.

The Administrator role has access to all the permissions offered by the custom roles feature.

Paperless Forms offers additional roles that can be added to your company, but which may not be exactly what you want your users to have access to.

Here's a list of selected permissions for additional roles that you can use as a basis for creating a custom role:

The Infrastructure role has no access to the application, and can only access licenses on the website, with no access to search.

This role cannot be reproduced with a custom role.

The API role has no access to the application or website. It is used to grant access for a script to download or upload files in the Manage Templates subsection when Azure functionality is used (as a replacement for Dropbox).

This role cannot be reproduced with a custom role.