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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

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