Roles in Paperless

Paperless offers 5 different roles cut according to different permissions for your respective needs.

Role: Limited

Access to the iPad / Windows application;
Workspace access only to forms assigned by given tags;
Access to fill the fields in a form;
Access to view attachments in a form;
Access to attach a form in the Attachments section;
Access to validate a form;
Access to archive a form;
Access to the archive (NB: if it is still activated), read-only.

Role: Standard

Access to the iPad / Windows application;
Workspace access only to forms assigned by given tags;
Workspace access to "+" to add forms as needed;
Access to fill the fields in a form;
Access to link a form to a cell;
Access to send notifications to even a cell;
Access to view attachments in a form;
Access to attach a form in the Attachments section;
Access to validate a form;
Access to archive a form;
Access to the archive (NB: if it is still activated), read-only;
Access to modify the task on the form.

Role: Observer

Access to the iPad / Windows application, in a Dedicated to Limited role;
Access to the Paperless website;
Access to the Home section;
Access to open a form on an iPad / Windows from the website;
Access to document sharing;
Access to the Quick Search section;
Access to create quick searches;
Access to subscribe to a quick search;
Access to fast search management;
Access to the Recordings section;
Can not edit forms
Can not delete forms;
Can not delete quick searches.

Role: Management

Accessing the iPad / Windows application
Workspace access only to forms assigned by given tags;
Workspace access to "+" to add forms as needed;
Access to fill the fields in a form;
Access to link a form to a cell;
Access to send notifications to even a cell;
Access to view attachments in a form;
Access to attach a form in the Attachments section;
Access to validate a form;
Access to archive a form;
Access to the archive (NB: if it is still activated);
Access to edit a form in the archive;
Access to modify the task on the form;
Access to put a form in the "No production" state;
Access to the Paperless website;
Access to the Home section;
Access to open a form on an iPad / Windows from the website;
Access to edit documents opened from the website on an iPad / Windows;
Access to put a batch of forms in the "No production" state;
Access to document sharing;
Access to the Quick Search section;
Access to create quick searches;
Access to subscribe to a quick search;
Access to fast search management;
Access to remove quick searches / subscriptions;
Access to the Saved Results section;
Access to backup results;
Access to the management of saved results;
Access to the Recordings section;
Access to the Export my data section;
Does not have access to the User Management section.

Role: Administrator

Accessing the iPad / Windows application
Workspace access only to forms assigned by given tags;
Workspace access to "+" to add forms as needed;
Access to the button with the Cloud icon to access the Editor mode;
Access to fill the fields in a form;
Access to link a form to a cell;
Access to send notifications to even a cell;
Access to view attachments in a form;
Access to attach a form in the Attachments section;
Access to validate a form;
Access to archive a form;
Access to edit tags on a form directly;
Access to the archive (NB: if it is still activated);
Access to edit a form in the archive;
Access to modify the task on the form;
Access to put a form in the "No production" state;
Access to the Paperless website;
Access to the Home section;
Access to open a form on an iPad / Windows from the website;
Access to edit documents opened from the website on an iPad / Windows;
Access to put a batch of forms in the "No production" state;
Access to document sharing;
Access to the Quick Search section;
Access to create quick searches;
Access to subscribe to a quick search;
Access to fast search management;
Access to remove quick searches / subscriptions;
Access to the Saved Results section;
Access to backup results;
Access to the management of saved results;
Access to the Recordings section;
Access to the Export my data section;
Access to the Users Management section

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