Select Page

Search Knowledge Base by Keyword

Users

Except for a workspace admin, we recommend following permission settings for following types of users:

Permission Power Users Regular Users Clients
Admin NO NO NO
Can draft templates YES NO NO
Can see confidential documents Individual Individual Individual
Auto-sharing of all documents Individual Individual Deactivated
Export to “.docx” file YES Individual Individual
Export to “.pdf” file YES Individual Individual
Access to all templates Individual Individual Individual
Access to templates from all groups Individual Individual Individual
Access to templates from all countries Individual Individual Individual
Change the language of a template YES YES Individual
Assign an owner or share to All users All users Only users assigned to a document
Can upload files Individual Individual Individual
Can view analytics YES Individual NO
Export documents YES YES Individual
Can share templates to external users YES NO NO
Can share documents (reviews) to external users YES YES NO