Roles

In this metadata section, you can find all roles available in the system in one list. This includes both, built-in roles and user-created roles.

You can create new roles for any app of your system directly from here.

To create a new role, select New Role.

Setting	Description
Name	Title of the role
App	App for which the role is designated.
Description	Details about the role

Remember to assign this role to a security group and then that group to users whom you wish to have certain access rights.

Built-in roles

Role	Grant Admin	Mod. Groups	Mod. Departments	Mod. Job Titles	Mod. Locations	Mod. Persons	Activate User Login	Mod. Person to Employee	Mod. Manager for Subordinates	Mod. Categories	Mod. File Templates	Mod. Registers	Mod. Disposal Acts	Mod. Retention Records	Mod. Subscriptions	Mod. Documents Tree	Import Data	Mass Update Folders	Test Expressions	Read Built-in Objects
Company administrator	✓	✓	✓	✓	✓	✓	✓	✓	✓	✓	✓	✓	✓	✓	✓	✓	✓	✓	✓	✓
Company contacts administrator		✓	✓	✓	✓	✓	✓	✓	✓										✓
Company setup administrator							✓			✓	✓	✓	✓	✓	✓	✓	✓	✓
Company departments administrator			✓
Company structure administrator			✓	✓	✓				✓
User																				✓