Roles Access
Paperless Forms App
Permissions in GREEN that are standard permissions |
Permissions in YELLOW that can be assigned via custom role creation functionality |
Permissions | Custom | Limited | Stan- | Obser- | Mana- | Admini- |
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 in GREEN that are standard permissions |
Permissions in YELLOW that can be assigned via custom role creation functionality |
Permissions | Custom | Limited | Stan- | Obser- | Mana- | Admini- |
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 users management | ✔ |
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Can access tags management | ✔ |
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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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