Skip to main content

Index: Roles

#EN #Application #Web #ManageUsers

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
​Role

Limited

Stan-
​dard

Obser-
​ver

Mana-
​ge​ment

Admini-
​strator

Can access the Paperless Forms app

✔

✔

✔

✔

✔

Can access the workspace

✔

✔

✔

✔

✔

✔

Can access the magnifying glass to search through the workspace

✔

✔

✔

✔

✔

✔

Can create new forms

✔

✔

✔

Can access the Editor mode

✔

Can manage default tags

✔

Can manage additional tags

✔

Can fill out forms

✔

✔

✔

✔

✔

✔

Can access attachments in forms

✔

✔

✔

✔

✔

✔

Can link attachments and send notifications

✔

✔

✔

Can unlink forms and PDF files

✔

✔

Can access the form validation option

✔

✔

✔

✔

✔

✔

Can archive a form

✔

✔

✔

✔

✔

✔

Can edit an archived form

✔

✔

Can access the task scheduling

✔

✔

Can access the «No production» option

✔

✔

Can discard forms

✔

✔

✔

✔

✔

✔

Can delete and restore forms

✔

✔

Can unlock a user's signature

✔

Can overwrite a table with a matrix

✔

✔


Paperless Forms Website

Permissions in GREEN that are standard permissions

Permissions in YELLOW that can be assigned via custom role creation functionality

Permissions

Custom
​Role

Limited

Stan-
​dard

Obser-
​ver

Mana-
​ge​ment

Admini-
​strator

Can access the website

✔

✔

✔

✔

Can access the Home section

✔

✔

✔

✔

Can search forms

✔

✔

✔

✔

Can edit an archived form

✔

✔

✔

✔

Can access the «No production» option

✔

✔

✔

Can access the form history

✔

✔

✔

Can archive a form

✔

✔

✔

✔

Can unarchive a form

✔

✔

Can access the Quick Search section

✔

✔

✔

✔

Can manage quick searches

✔

✔

✔

✔

Can access the Saved Results section

✔

✔

✔

✔

Can manage saved results

✔

✔

✔

Can access the Records section

✔

✔

✔

Can access the Shared Documents section

✔

✔

✔

✔

Can manage document shares

✔

✔

✔

✔

Can access the Dashboards section

✔

✔

Can access the Admin section

✔

✔

✔

✔

Can access the Manage Users subsection

✔

✔

✔

Can access users management

✔

✔

Can access tags management

✔

✔

Can access the Manage Custom Roles subsection

✔

✔

Can access the Auto-Incremented Keys subsection

✔

✔

✔

Can access the View License Information subsection

✔

✔

Can access the Export Data subsection

✔

✔

✔

Can access the BI Access subsection

✔

✔

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

✔

✔

✔

✔

Can access the live chat with Paperless Forms support

✔

✔

✔

✔

Can access the online Help Center

✔

✔

✔

✔

Can be used for the Azure API authentication

✔

Did this answer your question?