Roles and permissions in Manuals

Which built in role can read, write, approve and administer what.

Manuals has its own permissions for manuals, pages, translations, releases, machines, sources and proposals, each with read, write, approve and admin levels, plus analytics read and settings admin. The built in roles get them as listed below. Authors write; approving and publishing stay with Owner and Admin. Custom roles can combine these permissions differently.

Fields and options

Owner and Admin

Everything: create manuals, write and translate, mark translations as reviewed, publish and withdraw releases, apply and reject proposals, manage sources, settings and access codes, change pinned versions and delete machines.

Employee

Reads everything in Manuals, writes pages in the source language, writes translations and glossary terms, and edits and updates proposals. Cannot apply proposals, review translations, publish releases or administer sources and settings.

Sales

Reads manuals and releases, reads and writes machines: create models and machines, import CSV, place machines on the market and print labels. Cannot change pinned versions, set machine access codes or delete machines.

Accountant and Purchase

Read everything in Manuals, including analytics.

Viewer

Reads everything in Manuals through the general read permission.

HR manager and Compliance

Get no Manuals permissions by default.

Readers

People who scan a QR code need no BizCortex account. Their access is controlled by the reader access of the manual.

Good to know

  • Tabs and buttons you are not allowed to use are hidden.
  • Key actions such as publishing, withdrawing, changing a pinned version and deciding on proposals are recorded in the audit log.

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