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Access Privileges

1. Locate a user by entering their name into the search bar in Administration, User Management, then Users.

2. Click on the line that you wish to edit, from the list of users.

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3. Edit the user’s privileges in the side drawer that opens, click Save.

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Below is the explanation of the Access Privileges options and what is included in each one.

 

CONTENT ADMINISTRATION

Allows users to manage content and provides overriding access to all content in the libraries visible to the user. Allowed permissions include:

  • Archive, unarchive, copy, or delete one or more content records
  • Bulk update attributes
  • Change owner or SME on one or more content records
  • Edit, approve, publish, or reassign content records outside of workflow permissions
  • Relate one content record to other content record(s)
  • Make quick edits to content outside of workflow (if quick edit setting is enabled in System Settings by the System Administrator)
  • Initiate reviews on one or more content records
  • Move content to a different library
  • Change Type (workflow)
  • Reset Type (restart at the beginning of the workflow)
  • Revert content to a previous step in the workflow
  • Update attributes and tags
 

📋NOTE:

Viewing permissions for content are governed by user groups that the user belongs to and the libraries each user group has access to, which are defined in Content Settings. All users will see content records where they are listed as the SME or are the Assigned To User.

 

CONTENT SETTINGS ADMINISTRATION

 

Content Settings Administration is reserved for higher level admins who need to manage the configuration of all of your RocketDocs content. Permissions include the following functions found in Administration, Settings, then Content Settings.

  • Add, edit, and delete libraries
  • Add, edit, and delete workflows
  • Add and manage Word and Excel style templates
  • Add, edit, and delete custom attributes and attribute value picklists
  • Add, edit, and delete attribute profiles
  • Add, edit, and delete content placeholders

EXTERNAL FILES ACCESS

Allows users to access External Files storage, typically used for files that are included as appendices in projects.

EXTERNAL REQUEST ADMINISTRATION

Allows users to view requests sent through our Salesforce integration and convert requests into projects.

 

GENERATIVE AI

Generative AI must be enabled on your RocketDocs tenant before this option appears in user accounts or user group privileges. Enabling Generative AI will allow permissioned users to access our private generative AI capabilities.

 

PROJECT ADMINISTRATION

Allows users to manage projects and provides overriding access to all projects visible to the user. Allowed permissions include:

  • Archive, unarchive, copy, or delete one or more Projects
  • Bulk update attributes
  • Change Project Lead on one or more Project
  • Initiate reviews on one or more Project
  • Change Type (workflow)
  • Edit, approve, publish, or reassign a project outside of workflow permissions (you may need to add yourself to the project team to perform some of these functions
  • Reset Type (restart at the beginning of the workflow)
  • Revert Project to a previous step in the workflow
  • Update attributes and tags

PROJECT SETTINGS ADMINISTRATION

Project Settings Administration is reserved for higher level admins who need to manage the configuration of all of your RocketDocs projects. Permissions include the following functions found in Administration → Settings → Project Settings.

  • Add, edit, and delete workflows (Project Types)
  • Set Generative AI preferences
  • Add and manage project templates
  • Add, edit, and delete custom attributes and attribute value picklists
  • Add, edit, and delete attribute profiles

RAPIDDOC ADMINISTRATION

Allows users to build and maintain RapidDoc templates (for RapidDocs templates that they are part of the team on) for field users to use when generating documents.

 

REPORTS

Allows access to reports module in the RocketDocs. This includes built-in reports for Audit, Content, Content Usage, Logins, Projects, and RapidDocs.

 

SYSTEM SETTINGS

Allows access to various system and notification settings such as email templates, notification settings, security, indexing, session timeout, and SSO configuration.

 

USER MANAGEMENT

Allows users to manage (add/edit/delete/deactivate) individual user accounts/user groups and modify access privileges/restrictions.