Roles and permissions

When you add a new Team account to your Document360 project, you can assign the roles that contain a specific permission set of what they can and cannot access, edit, or configure in the project.

Document360 has split the roles into Portal role and Content role to simplify this process.

Accessing Roles

1. From the , navigate to Settings → Users & Security → Roles & permissions

2. You can access the Portal role and Content role tabs

3. The available system roles and custom roles (if previously added) are listed

4. From this list, you can perform the following operations on both the Portal role and Content role

   • Clone role: Can be performed on both system and custom roles

   • Edit role: Available only for custom roles

   • Delete role: Available only for custom roles

   • Show permission: Available for both system and custom roles

5. Click on the "New portal role" or "New content role" button available at the top of the respective tab to create a new custom role

Portal role

Portal role defines the permission for administrative privileges a Team account or group can access in the . You can find the list of portal roles (system and custom) available in the project.

If required, you can add custom portal roles as per your requirements.

1. Click the "New portal role" and a popup appears

2. Enter a name for the new role and add a description of the role

3. The list of feature are available below

4. There are two distinct permissions for each feature: View and Update

5. Click on the checkbox for each feature

6. Click the "Create role" button

Content role

Content role defines the permission for content-related privileges a Team account or group can perform in the . The list of content roles (system and custom) is available in the project.

If required, you can add custom portal roles as per your requirements.

1. Select the "Content role" tab in the "Roles & permissions" page

2. Click the "New Content role" and a popup appears

3. Enter the name for the new role and add a description of the role

4. The list of article, category, and Drive related features are available below

5. There are four distinct permissions for each feature: View, Update, Delete, and Publish

6. Click on the checkbox for each feature

7. Click the "Create role" button

What happens to the existing roles in the old Document360 UI?

Existing portal roles

Existing Content roles