Role Definitions

Access to folders and documents is controlled with user roles.  Users can have one or more of the roles listed below.  Users can have different roles pertaining to different folders or documents.  In other words, a user with the Viewer role on folder A, could have the Collaborator role on folder B.

SFX Role Summary

Role Title Role Capabilities
role-view-1.gif

Viewers can view and download files and folders.
role-contrib-1.gif

Contributors can view, download, and create files and folders, in addition to performing Owner tasks on their files and folders.
role-collab-1.gif

Collaborators can view, download, create, and update files and folders.
role-coord-1.gif

Coordinators can view, download, create, update, and delete files and folders. They can also edit file and folder properties and manage access to files and folders.
role-admin-1.gif

Administrators can perform a wide range of tasks, such as:

  • View, download, create, update, and delete all files and folders

  • Change file and folder ownership

  • Assign folder fax numbers

  • Configure global approval and rejection settings

  • Configure repository settings

role-owner-1.gif (Owner)

Owner is not an assignable role like the roles listed above. If you see the role-owner-1.gif owner icon displayed to the right of a file or folder item, it indicates you have the Owner role for the item and you can control user access, delete the file or folder, etc. Other users may be able to perform file or folder operations, depending on their roles.

 

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