How to Edit Roles?

Updated: 7 Apr 2025
Article #: 189


  • This section shows how to edit roles. 

1. Log into your Account 

2. Click “Account” tab 

3. Click “Manage” button 

4. Click “Roles” tab 

5. Click “Action button” on a certain Role 

6. Click “Edit” option 

7. You may edit the necessary details such as Role Name, Role Description, Department, and Role Type 

8.Click “Save” button to save the changes.  

There are 7 Role Types:  

  • Can View - this role type has only View access; it cannot approve and upload documents. 

  • Can Approve and View - this role type can view and approve documents but cannot upload documents. 

  • Can Upload and View - this role type can view and upload documents but cannot approve documents. 

  • Allow All - this role type has Allow All access which can view, approve, and upload documents  

  • Can Release and View - this role type can release and view the document but cannot upload and approve the document. 

  • Can Create, Edit and View Templates - this role type can create, edit documents and view templates. 

  • Can View Documentation and Access Developer Tools - this role type can view documentation and access developer tools. 


 



 






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