Documents
​

ADMINISTRATOR

DOCUMENT ADMINISTRATOR

TEMPLATE ADMINISTRATOR

STANDARD

USER

Document settings
​

Yes

Yes

Yes

Yes

Change status of a final document
​

Yes

Yes

No

No

Edit a document with final status
​

No

​

No

No

No

Delete a document
​

Yes

Yes

No

No

Edit document filters
​

Yes

No

No

No

Unlock documents not locked by the user
​

Yes

Yes

No

No

Create a document from a template
​

Yes

Yes

Yes

Yes

Templates
​

ADMINISTRATOR

DOCUMENT ADMINISTRATOR

TEMPLATE ADMINISTRATOR

STANDARD USER

Create a document from a template
​

Yes

Yes

Yes

Yes

Edit templates
​

Yes

No

Yes

No

Duplicate templates
​

Yes

No

Yes

No

Delete templates
​

Yes

No

Yes

No

Template settings
​

Yes

No

Yes

No

Edit template filters
​

Yes

No

No

No

Unlock/Lock templates

Yes

No

Yes

No

Contacts
​

ADMINISTRATOR

DOCUMENT ADMINISTRATOR

TEMPLATE ADMINISTRATOR

STANDARD USER

Add, edit & delete contacts

Yes

No

No

No

System Admin

ADMINISTRATOR

DOCUMENT ADMINISTRATOR

TEMPLATE ADMINISTRATOR

STANDARD USER

Admin menu
Users/Teams/Connections

Yes

No

No

No