All roles have general permissions that apply to system, management and administrative functions. Permissions are separated by the sections that they affect.
Configuring Role Permissions
Click on a Role's Name
Click on View All Settings within a Role's quick details
Toggle Permissions
Configuring Workflow's Role Permissions
Permissions within a Workflow's Role will dynamically display options according to available Documents in the Project. Each Document Type will have its own Permissions and can be configured individually per type.
Reminder:
Creating a Project for Workflow will automatically create a 'Project Admin' role for the project that defaults to having all Permissions within the Project.
Click on a Project
Click on a Role's Name
Click on View All Settings within a Role's quick details
General: This section contains general permissions to the project
Click on a Toggle to enable the permission
Jobs: This sections contains permissions to each Job Type (and their subsequent Task Types)
Click on a Toggle to enable the permission
