Secure collaboration
Users & permissions
Control who can view, create, approve or change information.
Capabilities
What you can do with Users & permissions.
A practical overview of the main capabilities.
01
Roles and profiles
Define permissions based on role and responsibility.
- Roles
- Profiles
- Teams
- Portal users
02
Document permissions
Control access by document type, company, project or context.
- Read
- Write
- Create
- Delete
03
Approval workflows
Route documents through approval steps.
- Approvals
- Statuses
- Responsibilities
- Notifications
04
Field-level control
Limit access to sensitive fields where required.
- Field permissions
- Read-only fields
- Hidden fields
- Data masking
05
Portals & notifications
Control portal access and notify users when action is required.
- Customer portals
- Employee portals
- Notifications
- Action reminders
06
Auditability
Keep track of changes and user activity.
- Change history
- Timeline
- Audit trail
- Login control
The process
From start to result.
01User
Create the user
02Role
Assign the role
03Permission
Set access
04Workflow
Configure approvals
05Audit
Monitor activity
Ready for the next step?
See this process in a personal demo.
We demonstrate the workflow using your own organisation, roles and process.