FAQ User Profile

• Users are unable to view documents

The viewing or not of documents on the platform is related to the permissions of user profiles. Each user's profile has “access permissions by root folder”, folders where each document model is registered.

A user may have permission to view only one document folder, such as: Contracts, Additives, Queries, etc.

For this reason, we have to pay attention to two points:

1. 1. 1. If the user does not have access to the document folder, it will not be possible to view it.
      2. Within the profile, there are access permissions for folders, which define the accesses related to interaction with documents on the platform. Thus, different types of permissions can be customized for different folders.

To learn more about creating and editing user profiles click here.

• How to grant permission for a user to add profiles?

To grant a user the permission to add, remove or change profiles of other users of the platform, it is necessary to modify the configuration related to "User Profile" as shown in the image below:

To learn more about which access permissions can be set for a profile click here.

• How to enable the use of the editor in the document?

To grant access to the editor, you need to check the following settings:

• • Template configuration:
    
    Enable the option to edit by editor within the desired document template as follows:

• • Workflow configuration:
    
    Enable in the workflow which steps you want to allow the use of the editor, and enable the flag in all the steps you want.

Note: When performing this process, the editor will only be enabled when the document is in the chosen step. If you want to release access to all steps, it's necessary to enable the flag in all workflow options.

• • User access profile configuration:
    
    Enable the option to edit by editor within the user's profile, located in the access permissions by root folder as follows:

To learn more about editor mode Click Here.