DocOne Default Roles and Permissions

This section describes the roles and permissions available for DocOne Account Administrators.

Basic Access DocOne Default

Permissions: Basic Access for DocOne Default

What it does: Allows you to create, search, copy, and edit transactions from the DocOne Default product, as well as access the Fulfillment Manager application.

Manage DocOne Default

Permissions:

Manage Administration for DocOne Default
Basic Access for DocOne Default
Clone Account
Manage Account Users
Manage Packages
Delete Transactions for DocOne Default

What it does: Allows you to perform the following from the DocOne Default product:

Access the Administration application
Create custom packages through PACKAGE MANAGEMENT
Copy accounts
Create organizations
Add /remove/modify users from the account
Assign contacts
Access DocOne Default
Delete transactions

Available DocOne permissions

This section defines the available permissions that are available for the DocOne product; while not assigned to a specific role, you can add these permissions to existing roles or create custom roles.

Permission	Functions
Basic Access for DocOne Default	Allows you to create, search, copy, and edit transactions in DocOne Default.
Delete Transactions Default	Allows you to delete Transactions in DocOne Default.
Manage Administration for DocOne Default	Allows you to access the Administration application, create organizations, and assign contacts from DocOne Default.
Manage Packages	Allows an account administrator to create custom packages within the Package Management feature.

Further considerations when creating roles

Be advised of the following:

Ensure that the name of the licensed product is added to the role name.
Account administrators can grant additional permissions to Basic Access DocOne <product> users that are part of the Manage DocOne <product> role; for example, they can assign the "Delete Transactions for DocOne <product>" permission to the Basic Access <product>.