Application and dossier roles
DocuMine offers various application and dossier roles to ensure users can access the features based on their needs.
Application roles: User, manager, and admin
Dossier roles: Dossier owner, member
In this section, you will learn more about the tasks you can perform with the different application and user roles in DocuMine.
The following application roles are available and can be assigned by the admin:
User: Regular users can become dossier members.
Manager: Managers can also create dossiers and become dossier owners.
The manager role includes the user role.
Admin: Admins have administrator rights for DocuMine. (Please see our Admin Manual to learn more about the admin settings and features.)
Good to know:
Users can hold multiple roles.
If you have been assigned the manager and the admin role, all DocuMine features are available: You can edit and approve documents—and create, own, and manage dossiers. You can also access all the admin features.
The following dossier roles are available:
Member: Dossier members can review and edit the components that have been extracted from the documents they are assigned to.
Dossier Owner: Dossier owners own and manage a dossier. They can also edit the dossier properties and archive the dossier.
The dossier roles can be assigned on dossier level. For further information, please see Dossier members.
This table outlines the dossier roles that are available based on the user's application role.
Owner | Member | Admin | |
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User |
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Manager |
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Admin |
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The following table shows which features are available to users with the respective dossier role:
Feature | Dossier roles | ||
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Member | Owner | ||
Manage, delete/finish dossier; edit dossier properties |
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Open/read dossier documents; upload document(s) to a dossier |
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Edit annotations in documents, edit the Structured Component Management |
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