Workspace roles

Oneflow's powerful permissions options allow you to manage user access (workspaces) and what users can do within these workspaces(roles).

Note:
To manage roles within a workspace, you need to have admin rights. Administrators can also grant group and user access to workspaces. 

How to view and edit roles

1. Click on the Admin > Roles.
2. Select a role and click the actions menu (the dots) to make changes.
   
   
3. Select tab Permissions.

Now you have the opportunity to freely choose which permissions the role should have.

Importat:
When you make changes to an existing role that may already be used by serval users, the changes you make will affect all users.

Note:	
You can edit all roles except for the Manager & Read Only role.
You can create new custom roles.

Please read more about workspace roles in this article.

What permissions are there?

Dashboard

• Can access own dashboard
• Can access colleague dashboard

Documents

• Can create blank documents
• Can create contracts from templates
• Can move contracts to and from the workspace

• Can create, delete folders and move a contract into a folder

• Can access own documents

• Can delete own documents

• Can set name on own documents

• Can set value on own documents

• Can edit document layout

• Can edit document locked sections

• Can access others documents

• Can delete others documents

• Can set name on others documents

• Can set value on others documents

• Can administrate colleagues in others documents

• Can export documents

• Can create and delete document links

• Can download document as PDF

Templates

• Can administrate message and contract templates

Tags

• Can use tags