Roles and tasks

When using the "DMS" application template, the following roles are used.

User (Reader)

In the "User" role, you have access to the "Overview" and "My mandatory read receipts" pages.

On the "Overview" page you can see all the documents that have been released for you to read and download.

The "My mandatory read receipts" page shows you all the documents that you must read and for which you must send a read receipt.

• Send read confirmation

Editor

In the "Editor" role, you have access to the "Overview" and "My created documents" pages.

On the "Overview" page you can see all the documents that have been released for you to read and download.

All the documents you have created are displayed on the "My created documents" page.

You can perform the following actions on this page:

• Create a document

• Delete documents

Approver

In the "Approver" role, you have access to the "Overview", "Approve documents" and "Check read receipts" pages.

On the "Overview" page you can see all the documents that have been released for you to read and download.

You can perform the following actions on the "Share documents" and "Check read receipts" pages:

• Release documents

• Check read receipts

Manager

In the "Manager" role, you have access to all pages of the application. You can perform all actions that can be performed by "Editor" and "Approver".

You can view and edit all documents on the "All documents" page.

Your main tasks are to create folders for the DMS on the "Overview" page and to edit basic settings for the DMS on the "Administration" page.

• Create folder - set up read rights and read permissions

• Administration

• Archive and delete documents

• Delete documents