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Detailing of Predefined Profiles

Letícia Bastos
Updated

🎯 Objective

Learn in detail all the actions allowed in each of the new predefined netLex profiles: Viewer, User, Power User, and Admin. This guide presents the exhaustive list of permissions in the correct order of platform display, assisting in choosing the ideal access level for each collaborator by highlighting the incremental permissions.

This article contains the following sections:

Important: This update is being released gradually. If the new profiles do not yet appear for you, your environment will be updated automatically soon. 🚀

🔐 The Dual Validation Rule

For a user to perform actions within a folder (such as editing, downloading, or signing), netLex performs a dual validation. This means that the desired permission must be enabled in both places simultaneously:

  1. In the Access Profile: Defines what the user can do within the platform in general.
  2. In the Folder Settings: Defines what the user is permitted to do specifically in that folder.

    ⚠️ Attention: If the permission is marked in only one of these places, the user will not be able to perform the action. netLex will always adopt the most restrictive configuration between the two.

🛠️ What can the Viewer profile do?

The Viewer profile has a set of permissions focused on viewing and basic participation in workflows:

  • Create documents
  • Edit questionnaires
  • Read templates
  • Create activities
  • Download DOCX and PDF
  • Upload documents
  • Read, create, and highlight attachments
  • Read signatures
  • Tag internal users in chat
  • Read, create, edit, and delete properties
  • Read, create, and edit contacts
  • Read cards and external links on the Home Page  

🛠️ What can the User profile do?

The User profile is focused on operation and can approve steps. Below we highlight in bold the permissions it has in addition to Viewer:

  • Read all documents
  • Create documents
  • Restore document versions
  • Delete documents
  • Rename documents
  • Store compared version
  • Edit questionnaires
  • Comment on the document
  • Suggest changes
  • Edit documents
  • Edit documents via Word Desktop
  • Read templates
  • Create revisions
  • Share attachments in revision
  • Advanced settings in revision
  • Create notes
  • Approve workflow step
  • Reactivate workflow
  • Create activities
  • Download DOCX and PDF
  • Upload documents
  • Upload external documents
  • Read, create, edit, delete and highlight attachments
  • Read signatures
  • Send documents for signature
  • Incorporate attachments into signature
  • Read integration with signature provider
  • Create integration with signature provider
  • Edit integration with signature provider
  • Tag internal users in chat
  • Read, create, edit, and delete properties
  • Read clause bank
  • Read workflow
  • Read users
  • Transfer responsibility among users
  • Read, create, edit, and delete contacts
  • Read cards and external links on the Home Page  

🛠️ What can the Power User profile do?

The Power User has advanced permissions. Below we highlight in bold the permissions it has in addition to User:

  • Read all documents
  • Create documents
  • Restore document versions
  • Delete documents
  • Rename documents
  • Store compared version
  • Edit questionnaires
  • Comment on the document
  • Suggest changes
  • Edit documents
  • Edit documents via Word Desktop
  • Read templates
  • Create revisions
  • Share attachments in revision
  • Advanced settings in revision
  • Create notes
  • Share documents via email
  • Approve workflow step
  • Cancel and reactivate the workflow
  • Take responsibility for steps
  • Request clarification
  • Change workflow deadline
  • Create activities
  • Read all activities
  • Download DOCX and PDF
  • Upload documents
  • Upload external documents
  • Read, create, delete and highlight attachments
  • Read signatures
  • Send documents for signature
  • Incorporate attachments into signature
  • Read, create, edit and delete integration with signature provider
  • Tag external contacts in chat
  • Tag internal users in chat
  • Read, create, edit and delete properties
  • Share folders
  • Read, create and delete clause bank
  • Read, create, edit and delete workflow
  • Create, edit and delete templates
  • Read, create, edit and delete users
  • Transfer responsibility among users
  • Read user permissions
  • Read, create, edit and delete contacts
  • Create, edit and delete teams
  • Read, create, edit, delete and execute Connect
  • Manage Connect variables
  • Read, create, edit and delete calendar
  • Download Lex-In
  • Read cards and external links on the Home Page

🛠️ What can the Admin profile do?

The Admin profile has all permissions. Below we highlight in bold what it has in addition to Power User:

  • Read all documents
  • Create documents
  • Restore document versions
  • Delete documents
  • Rename documents
  • Store compared version
  • Edit questionnaires
  • Comment on the document
  • Suggest changes
  • Edit documents
  • Edit documents via Word Desktop
  • Read templates
  • Create revisions
  • Share attachments in revision
  • Advanced settings in revision
  • Create notes
  • Share documents via email
  • Approve workflow step
  • Cancel and reactivate the workflow
  • Take responsibility for steps
  • Request clarification
  • Change workflow deadline
  • Create activities
  • Read all activities
  • Download DOCX and PDF
  • Upload documents
  • Upload external documents
  • Read, create, delete and highlight attachments
  • Read signatures
  • Send documents for signature
  • Incorporate attachments into signature
  • Read, create, edit and delete integration with signature provider
  • Tag external contacts in chat
  • Tag internal users in chat
  • Read, create, edit and delete properties
  • Create, edit and delete metadata
  • Read and create intelligence charts
  • Create, edit, delete and share folders
  • Advanced folder sharing
  • Read, create, edit and delete prefixes
  • Read, create and delete clause bank
  • Read, create, edit and delete workflow
  • Create, edit and delete templates
  • Read, create, edit and delete subtemplates
  • Read, create, edit and delete users
  • Transfer responsibility among users
  • Read, create, edit and delete user permissions
  • Read, create, edit and delete contacts
  • Create and edit simplified contact
  • Create, edit and delete teams
  • Transfer responsibility among teams
  • Read, create, edit, delete and execute Connect
  • Manage Connect variables
  • Read, create, edit and delete calendar
  • Download Lex-In
  • Create, edit and delete FAQ
  • Download suspicious attachment
  • Read cards and external links on the Home Page
  • Enable platform maintenance
     

📊 Comparison Table 

Permission Viewer User Power User Admin
Create documents/Fill Questionnaire ✅ ✅ ✅ ✅
Approve Steps / Signature / Revision ❌ ✅ ✅ ✅
Create/Edit Templates and Workflows ❌ ❌ ✅ ✅
Manage Teams and Users ❌ ❌ ✅ ✅
Intelligence / Metadata / Maintenance ❌ ❌ ❌ ✅

 

❓ Frequently Asked Questions

What is the difference between Viewer and User? The User gains direct operation permissions: read all documents, restore versions, edit via Word Desktop, approve workflow steps, and manage signatures.

What is the difference between User and Power User? The Power User gains the power of structural configuration: create/edit templates, workflows, teams, and clause bank, in addition to deleting documents and managing netLex Connect.

What is the difference between Power User and Admin? The Admin gains access to infrastructure and intelligence: charts, metadata and prefix management, FAQ, suspicious attachment download, and maintenance.

 

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