Assigning admin or document permissions to a user

Users can be assigned additional roles which give them enhanced permissions beyond the default permissions granted when an account is created.

Currently, users can be assigned the following additional roles:

• User admin - this gives the user access to the user management screen and means the user can view and manage user accounts within their organisation.

• Document admin - this means the user can view restricted documents within their organisation and update the document’s permissions. This role can be useful, for example, where a document has been restricted to a user who has left the organisation or otherwise unavailable - a document admin user can update the permissions on the document so another user can access it. (For more about restricted permissions see Managing document permissions and Managing amendment permissions.)

A user’s roles can be managed by an admin user from the User Management screen.

How to do I assign (or remove) permissions from a user

1. From the User Management screen, find the user whose permissions you want to update.

2. Click on Actions and Update Admin Roles.

3. Use the checkboxes to assign or remove roles.

Before assigning either the User Admin or Doc Admin role to a user, ensure that you have the appropriate authorisation to do from within your organisation.