Security Roles And Privileges

The following tables describe role functions and privileges in Portal.

Role Description

The following tables describe tenancy and project roles in Portal. Project privileges are assigned based on the tenant role and the role inside a project.

Tenancy roles description
Role	Description
Tenant User	Invited and registered at the tenant level. Can be assigned to a project after registration.
Project Admin	Creates projects. Has the Project Owner role in the created projects.
Tenant Admin	Has the Project Admin rights and access to the Tenant Account settings to manage users and configure and maintain the tenancy.

Project roles description
Role	Description
Reviewer	Reviews documents inside assigned projects.
Approver	Has reviewer rights and approves documents inside assigned projects.
Contributor	Has Approver rights, modifies and commits documents inside assigned projects.
Document Controller	Has Contributor rights, manages project membership, organizes internal projects, allocates data, and manages review process.
Project Owner	Has Document Controller rights.
Contractor	External contributor. Modifies and submits documents inside assigned projects.

The following table lists the privileges that are granted by each role for various Portal items. Scroll the table to see additional privileges. A user's effective privileges in a given project are the combination of their tenancy role and their project role.

The tenancy roles and privileges apply throughout the tenancy regardless of the current project. The project roles and privileges apply only to the user's current project.

Account roles and privileges
Category		Tenancy Role			Project Role
Item	Privilege	Tenant Admin	Project Admin	Tenant User	Project Owner	Document Controller	Contractor	Contributor	Approver	Reviewer
Package	Close packages				Permitted	Permitted	Permitted	Permitted
Package	Create packages				Permitted	Permitted	Permitted	Permitted
Package	Download all documents in a package as a ZIP				Permitted	Permitted	Permitted	Permitted	Permitted	Permitted
Package	Download documents from packages				Permitted	Permitted	Permitted	Permitted	Permitted	Permitted
Package	Remove documents from own package				Permitted	Permitted	Permitted	Permitted
Package	Reopen a closed package	Permitted	Permitted		Permitted	Permitted
Package	Send packages				Permitted	Permitted	Permitted	Permitted
Package	Upload documents to packages				Permitted	Permitted	Permitted	Permitted
Package	View all packages in projects	Permitted	Permitted		Permitted	Permitted
Package	View closed packages in project	Permitted	Permitted		Permitted	Permitted
Package	View documents in packages				Permitted	Permitted	Permitted	Permitted	Permitted	Permitted
Package	View own packages only				Permitted	Permitted	Permitted	Permitted	Permitted	Permitted
Package	View package details				Permitted	Permitted	Permitted	Permitted	Permitted	Permitted
Project	Add members to projects	Permitted			Permitted	Permitted
Project	Configure project	Permitted	Permitted		Permitted
Project	Create projects	Permitted	Permitted
Project	Delete invitations for members to projects	Permitted			Permitted	Permitted
Project	Delete projects	Permitted	Permitted
Project	Export project audit trail	Permitted			Permitted	Permitted
Project	Invite members to projects	Permitted			Permitted	Permitted
Project	Remove members from projects	Permitted			Permitted	Permitted
Project	Resend project member invitation	Permitted			Permitted	Permitted
Project	Update project role for user	Permitted	Permitted		Permitted	Permitted
Project	View all projects in a account	Permitted
Project	View audit trail	Permitted	Permitted		Permitted	Permitted		Permitted
Project	View audit trail of project members	Permitted	Permitted		Permitted	Permitted		Permitted
Project	View list of pending invitations	Permitted	Permitted		Permitted	Permitted		Permitted
Project	View list of project members	Permitted	Permitted		Permitted	Permitted		Permitted
Project	View privileges of project members	Permitted	Permitted		Permitted	Permitted		Permitted
Project	View roles of project members	Permitted	Permitted		Permitted	Permitted		Permitted
Project Repository	Access project repository as an external user						Permitted
Project Repository	Access project repository as an internal user				Permitted	Permitted		Permitted
Project Repository	Acknowledge returned package						Permitted
Project Repository	Acknowledge submitted package				Permitted	Permitted
Project Repository	Assign document				Permitted	Permitted
Project Repository	Can accept or reject documents				Permitted	Permitted
Project Repository	Can approve or disapprove documents				Permitted	Permitted		Permitted	Permitted
Project Repository	Can cancel approval package				Permitted	Permitted
Project Repository	Can release documents				Permitted	Permitted
Project Repository	Can send document for approval				Permitted	Permitted
Project Repository	Can send documents for handover				Permitted	Permitted
Project Repository	Can view documents for approval				Permitted	Permitted		Permitted	Permitted
Project Repository	Create review package				Permitted	Permitted
Project Repository	Delete draft documents for external users						Permitted
Project Repository	Delete draft documents for internal users				Permitted	Permitted		Permitted
Project Repository	Edit meta data for external users						Permitted
Project Repository	Edit meta data for internal users				Permitted	Permitted		Permitted
Project Repository	Return package to contractor				Permitted	Permitted
Project Repository	Submit package to document control						Permitted
Project Repository	View packages submitted for review				Permitted	Permitted
Project Repository	View released documents				Permitted	Permitted	Permitted¹	Permitted	Permitted	Permitted
Quick Share	Create quick shares				Permitted	Permitted	Permitted	Permitted	Permitted	Permitted
Quick Share	Delete quick shares				Permitted	Permitted	Permitted	Permitted	Permitted	Permitted
Quick Share	Download all documents in a quick share as a ZIP				Permitted	Permitted	Permitted	Permitted	Permitted	Permitted
Quick Share	Download documents from quick shares				Permitted	Permitted	Permitted	Permitted	Permitted	Permitted
Quick Share	Forward quick shares				Permitted	Permitted	Permitted	Permitted	Permitted	Permitted
Quick Share	Remove documents from own quick share				Permitted	Permitted	Permitted	Permitted	Permitted	Permitted
Quick Share	Share quick shares				Permitted	Permitted	Permitted	Permitted	Permitted	Permitted
Quick Share	Upload documents to quick shares				Permitted	Permitted	Permitted	Permitted	Permitted	Permitted
Quick Share	User is not visible and cannot send quick shares to other restricted users						Permitted
Quick Share	View details of quick shares				Permitted	Permitted	Permitted	Permitted	Permitted	Permitted
Quick Share	View documents in quick shares				Permitted	Permitted	Permitted	Permitted	Permitted	Permitted
Quick Share	View quick shares created by me or shared with me				Permitted	Permitted	Permitted	Permitted	Permitted	Permitted
Review Packages	Change the review team				Permitted	Permitted
Review Packages	Participate in reviews and see all reviews	Permitted	Permitted
Review Packages	Participate in reviews and see own reviews only				Permitted	Permitted	Permitted	Permitted	Permitted	Permitted
Account	Add account role to user	Permitted
Account	Disable / enable user	Permitted
Account	Edit authentication settings	Permitted
Account	Edit Enterprise Server configuration	Permitted
Account	Edit issue reasons	Permitted
Account	Edit user profile	Permitted
Account	Remove account role from user	Permitted
Account	Update account role for user	Permitted
Account	View and edit account document properties	Permitted
Account	View and edit account document types	Permitted
Account	View audit trail of tenant users	Permitted
Account	View audit trail on account level	Permitted
Account	View Enterprise Server configuration	Permitted
Account	View list of tenant users	Permitted
Account	View privileges of users	Permitted
Account	View roles of users	Permitted
Account	View usage of the account	Permitted
User	Edit own user preferences	Permitted	Permitted	Permitted
User	Edit own user profile	Permitted	Permitted	Permitted

¹By default, external users (those assigned to the Contractor role) do not have access to see released documents. To give access to Contractors, configure this option in Access Control on Released Documents.

Security Roles And Privileges

Role Description

Role Privileges