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

Roles	Access Granted
Company administrator	User has full access to system administration settings. Only a user with the role "Company administrator" can grant or remove the role "Company administrator".
Company contacts administrator	Can create and modify departments, groups, job-titles, locations, persons, can change person to employee, can change manager for subordinates, can activate user login and can test expressions.
Company setup administrator	Can create and modify categories, file templates, registers, disposal acts, retention records, subscriptions and documents tree: functions, subfunctions, processes, folders and folder access controls. Can import data, mass update folders and activate user logins.
Company departments administrator	Can create and modify departments.
Company structure administrator	Can create and modify departments, job-titles, locations and can change manager for subordinates.
User	Can read built-in objects