Basic Concepts
Document Container explanation
Workflows, and how they work
Terms and display of document containers
Term definitions
Containers vs. Documents vs. Files
Document Classes
Workflows and Document Containers
Document Types, Category Codes, Topics
Search, Views, Folders
Versions, Unique IDs
Roles
Administrators
Members of Administrator role have Read, Write, Share and Delete access and permissions to all Documents in the given library. Administrators can also configure library administration settings.
Contributors
Members of the Contributor role can be given the permission to create, edit, delete and share documents in the library.
*Note that being a member of the Contributors role does not automatically give you the permission to edit all documents in the library, but it is only possible to grant a user edit permissions if the user is a member of the Contributors role.
Readers
Members of this role can be given the permission to read documents in the library. Note that being a member of the Readers role does not automatically give you the permission to read all documents in the library, but it is not possible to grant a user the read permission on a library document if the user is not a member of the Readers role. Note that all members of the Contributors role are also automatically members of the Readers role.
Document Creators
This role is automatically populated by the creator of each document and has following Workflow state permissions:
Read and Write permissions for Documents in the Working state.
Read permissions for Documents in the Request for Check and Request for Release states.
Checkers
This dynamic role is set by the Document Creator or a document’s editor. Role members can transition Documents in the Request for Check state:
If a Document is Approved by any member of this role, the document will be sent to the Request for Release state.
If a Document is Refused by any member of this role, the document will be sent back to the Working state.
Members of the role have the following Workflow state permissions:
- Read and Write permissions for Documents in the Request for Release state
Approvers
Members of this role are defined by library Administrators and role members have the following Workflow permissions:
Read and Write permissions for Documents in the Request for Check state
Read and Write permissions for Documents in the Request for Release state
Members of this role can transition Documents in the Request for Release state:
If a Document is Approved by any member of this role, the document will be sent to the Released state.
If a Document is Refused by any member of this role, the document will be sent back to the Working state
For more information on default roles and how to configure roles, please refer to AODocs' documentation at: https://support.aodocs.com/hc/en-us/articles/205138543
