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.
Related
- Manuals at a glance
What the Manuals app does, how it is organised and how a manual travels from the first draft to the machine.
- Reader access: public, customers only or access code
Control who can open a published manual after scanning the QR code.