There are 2 levels of permission settings within the platform: Workspace Level and Organisation Level
At Workspace Level
- For managing of your overall company's account
|
Role / Access |
(A) Update workspace members access |
(B) View Workspace Processing History |
(C) Login to Private Org |
(D) Create Org |
(E) Delete Org |
(F) Update Billing Plan and Details |
|---|---|---|---|---|---|---|
|
(1) Workspace Owner/ Admin |
Yes |
Yes |
No* |
Yes |
Yes |
Yes |
|
(2) Workspace Participant |
No |
No |
No |
No |
No |
No |
*Workspace Owner/Admin can only view private organization's document processing history, but cannot view the organization members or documents processed in the private organizations. They will need to be added into the Organization to view those details.
At Organisation Level
- For managing of your individual client's account (for accounting firms)
- For managing of your various outlets/entities (for business owners)
|
Role / Access |
(A) Invite+Update Org member access |
(B) View Org member list |
(C) View / Update Org Settings |
(D) Create / Update Tags |
(E) Setup workflows and rules |
(F) View, upload and take action** on documents |
|---|---|---|---|---|---|---|
|
(3) Org Owner/ Admin |
No |
Yes |
Yes |
Yes |
Yes |
Yes |
|
(4) Org Employee |
No |
No |
No |
No |
No |
Yes (only documents that user uploaded or pending users action) |
**Actions includes: Uploading new documents, viewing document details, editing document, approving document, leaving comments on document, and exporting document