Application and dossier roles
DocuMine offers various application and dossier roles to ensure users can access the features based on their needs.
Roles: User, manager, user admin, 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.
Users can hold multiple roles. For information on how to assign the application roles, please see User management.
Good to know:
The following role descriptions are based on the assumption that the user only has the role described in each case. That serves a better understanding of the respective role. As mentioned above, different roles can be combined.
User: Regular users can become dossier members.
Manager: Managers can also create dossiers and become dossier owners.
The manager role includes the user role.
User admin: User admins can manage the DocuMine users (create new users, assign roles, etc.).
Admin: Admins have administrator rights for DocuMine. The admin role includes the user admin role.
You, as an admin, assign the roles. For further information on assigning roles, please see User management.
Good to know:
If you hold 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 features in the admin area.
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.
Dossier Owner | Dossier Member | |
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User |
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Manager |
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User admin |
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Admin |
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Manager & admin |
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The following table shows which features are available to users with the respective dossier role:
Feature | Permissions for Users and Managers | Permissions for Admins | |||
|---|---|---|---|---|---|
Member | Owner | User admin | Admin | ||
Create/delete/archive dossier; edit dossier properties |
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Upload documents to a dossier; open / read documents in a dossier |
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Edit components and annotations |
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Create / delete / edit user |
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Manage dossier templates, access the audit log and licensing information, manage users. |
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