User Role Categories:
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Admin Roles: Manage content and user access.
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Q&A Roles: Define responsibilities within the Q&A process. These roles are visible only when the Q&A feature is enabled for the project and are specific to the selected Q&A workflow.
Team Level Document Access:
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Main Deal Team: Users have full access to all documents and folders.
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Sub Teams and External Teams: Access is limited to documents and folders granted by their assigned permissions.
This section provides an overview of the user roles available to assign:
Admin Roles
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Action |
Full Admin |
Content Manager |
User Manager |
Report Manager |
Contributor |
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View files |
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Upload files |
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Staging Folder only |
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Download files |
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Rename/move files |
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Staging Folder only |
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Delete files |
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Manage files permissions |
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Manage teams & users (create, invite, assign roles, deactivate) |
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Customise project settings |
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Generate reports |
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Index Report only |
Q&A Roles
|
Action |
Participant |
View Only |
Moderator* |
Expert* |
Approver |
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Q&A Flow |
All |
All |
Advanced & Extended only |
All |
Extended only |
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View question & answer |
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Ask question |
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Answer question |
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Approve/reject question & answer |
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Forward question |
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Approve answer (final approval) |
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*The user must be selected for the Q&A category